ARTICLE · 18 JULY 2023

The Retail Investment Strategy

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One of the main objectives of the Capital Markets Union ("CMU") action plan published in 2020 was to develop and promote retail investment in the EU and to make the EU an even safer place for individuals to save and invest long term.

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One of the main objectives of the Capital Markets Union ("CMU") action plan published in 2020 was to develop and promote retail investment in the EU and to make the EU an even safer place for individuals to save and invest long term. Europe has one of the highest individual savings rates in the world, yet retail investor participation in capital markets is low relative to other economies. Increased retail participation in capital markets is viewed as essential in order to fund the green and digital transitions.

The European Commission ("Commission") has now adopted its long-awaited Retail Investment Package that aims to empower retail investors to make investment decisions that are aligned with their needs and preferences, ensuring that they are treated fairly and duly protected. The amending directive included in the package amends the UCITS Directive and the Alternative Investment Funds Managers Directive ("AIFMD") and includes provisions relating to the

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