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The Investment Association

Acronym: IA

General Information

Identification Code: 5437826103-53
Website: http://www.theinvestmentassociation.org
Entity Form: UK company limited by a guarantee, not for profit organisation
Registration Category: Trade and business associations
Registration Date: 6/30/2008
Last Update: 2/26/2024

Mission & Interests

Goals: The UK investment management industry plays a major role in the economy, helping millions of individuals and families achieve their life goals by helping grow their investments (mainly through workplace pensions). In fact, 75% of UK households use an investment manager’s services (knowingly or unknowingly). The industry also invests billions of pounds in companies and the financing of transport networks, hospitals, schools and housing projects. The industry supports 115,000 jobs in the UK, including over 14,000 in Scotland. It’s the largest industry of its kind in Europe, and the second largest in the world, after America. Our members range from small, independent UK investment firms to Europe-wide and global players. Collectively, they manage over £10 trillion of assets on behalf of their clients in the UK and around the world. We act as their voice and represent their interests to policymakers and regulators, (...)
Interests Represented: Promotes their own interests or the collective interests of their members
Interests:
  • Banking and financial services
  • Borders and security
  • Budget
  • Business and industry
  • Climate action
  • Competition
  • Consumers
  • Digital economy and society
  • Economy, finance and the euro
  • External relations
  • Institutional affairs
  • International co-operation and development
  • Justice and fundamental rights
  • Single market
  • Taxation
  • Trade
Levels of Interest:
  • global
  • european
  • national

Activities

Main EU Legislative Proposals: All dossiers relating to investment management, whether via funds (e.g. UCITS) or for institutions such as insurers and pension schemes, and covering related matters including tax, accounting and disclosure and investor protection as it relates to these and all other investment products. Equally, we track developments such as MiFIR, touching on the wholesale markets that investment management makes accessible to customers, together with related issues such as operations and prevention of market abuse. In addition, The IA follows EU work on risk and risk management, including the systemic risks posed by institutions such as CCPs (clearing houses) as well as banks. Although strictly not an EU “initiative”, we have decided to include our work in relation to “Brexit” also.
Communication Activities: We assist members in implementing EU legislation and host or sponsor occasional events in London and Brussels, such as conferences, to which EU officials, policy makers and MEPs and staff may be invited.
Inter-institutional or Unofficial Groupings: N/A

Head Office

Address: Camomile Court23 Camomile Street
Post Code: EC3A 7LL
City: London
Country: UNITED KINGDOM
Phone:
Indic Phone: 44
Phone Number: 02078310898

EU Office

Address: 44 Avenue des ArtsClockwise Offices
Post Code: 1040
City: Brussels
Country: BELGIUM
Phone:
Indic Phone: 44
Phone Number: 02078310898

Financial Data

Closed Year:
Start Date:
End Date:
Funding Sources:
    Contributions:
      Total Budget: 0
      Grants:
        Current Year:
        Grants:
          Complementary Information: Exchange rate used: 1 GBP = 1.1533 EUR

          Membership Information

          Members10 Percent: 2
          Members25 Percent: 4
          Members75 Percent: 2
          Members: 9
          Members F T E: 3.700000047683716

          Structure

          Structure Type: Structure
          Is Member Of: https://www.theia.org/about-us
          Organisation Members: EFAMA (European Fund and Asset Management Association) IIFA (International Investment Funds Association) TCUK IRSG

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