Asset Allocation in Europe: What challenges and opportunities lie ahead?

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In the coming years, asset allocation will be impacted by the changing macroeconomic environment, evolving investor demographics, technology and regulation. The purpose is to contribute to the public debate about the need to facilitate European households’ access to savings products with stable returns over time, and to promote long-term investment across the EU through more capital markets-based financial intermediation.


This Task Force aims to engage a diverse group of stakeholders in a structured dialogue to:

  1. identify the factors at macro- and micro- level that will drive investment decisions;
  2. analyse their impact on households/retail investors and on different categories of financial intermediaries; and
  3. put forward a list of recommendations to strengthen the long-term savings & investment channel in Europe.                                   


    MEETING 1 - 14 June 2017

    FOCUS: long-term investment & asset managers

    More information

    MEETING 2 -  24 October 2017    

    FOCUS: insurance companies & pension funds                  

    More information

    MEETING 3 - 20 March 2018                                        

    FOCUS: retail investors & sustainable investment 

     MEETING 4 -  June 2018                                     

    FOCUS: review of the final report

    MEETING 5 - September 2018                                        

    FOCUS: launch of the report



    Jean-Pierre Pinatton, Supervisory Board, Oddo BHF


    Karel Lannoo, CEO, CEPS

    Cosmina Amariei, Researcher, ECMI

    Apostolos Thomadakis, Researcher, ECMI


    Participation is limited to members of the Experts Group, the broader Task Force, observers and selected invitees. The final report will be launched at a public event in Brussels, open to the press, in the presence of high level policymakers and market participants.   




    Please do not hesitate to contact Cosmina Amariei by email at: or by phone on +32 222 93 955.