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Cost and past performance : 2020 report

Recurso electrónico / Electronic resource
Registro MARC
Tag12Valor
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001  MAP20200011774
003  MAP
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008  190416e20200401deu|||| ||| ||eng d
020  ‎$a‎978-92-9473-231-6
040  ‎$a‎MAP‎$b‎spa‎$d‎MAP
084  ‎$a‎219
24510‎$a‎Cost and past performance‎$b‎: 2020 report
260  ‎$a‎Luxembourg‎$b‎EIOPA‎$c‎2020
300  ‎$a‎55 p.
520  ‎$a‎In line with the European Commission's Request to the European Supervisory Authorities (ESAs) to periodically report on the costs and past performance of retail investment products, this report provides an analysis of costs for 2018 and past performance for the period 2014-2018. The products within scope for this iteration of the report by European Insurance and Occupational Pensions Authority (EIOPA) are: Insurance-based Investments Products (IBIPs) and Personal Pension Products (PPPs). Considering that the Report covers European Union (EU) markets until the end of 2018, at which point the UK was still an EU Member State, all references to EU Member States mean EU27 and the UK. Findings are based on publicly available disclosures mainly packaged retail and insurance based investment products (PRIIPs) Key Information Documents (KIDs) and on data reported by insurance undertakings which selected products based on representativeness (i.e., three most sold products) and risk profile (i.e., at least one product for each KID risk class). However, given the lack of harmonization of PPPs, for this analysis PPP data has had to be adjusted to follow a methodology similar to the one used for PRIIPs KIDs, with the aim of increasing comparability. Hence, the findings for PPPs, in particular in relation to costs and in relation to the analysis by risk-classes should be interpreted with caution. Moreover, findings do not take into account distribution channels and do not differentiate between underlying assets; hence costs and returns can also vary for different products.
520  ‎$a‎Executive summary -- European Supervisory Authorities Reports: 2019 Edition -- Introduction and background -- Overview of the insurance sector -- Insurance based investment products -- Personal pension products -- Analysis of trends and market evolutions: comparison between the 2019 and 2020 edition of the Report -- Next steps and future reports -- Annex I: Methodology -- Annex II: Cost mapping -- Annex III: Profit sharing mechanisms -- Annex IV: Abbreviations -- Annex V: Definitions -- Annex VI: List of national competent authorities
650 4‎$0‎MAPA20080590567‎$a‎Empresas de seguros
650 4‎$0‎MAPA20080598358‎$a‎Productos de seguros
650 4‎$0‎MAPA20080578848‎$a‎Análisis de datos
650 4‎$0‎MAPA20080558970‎$a‎Inversiones
650 4‎$0‎MAPA20080552251‎$a‎Productos
650 4‎$0‎MAPA20080560447‎$a‎Rendimiento
650 4‎$0‎MAPA20080552114‎$a‎Pensiones
651 1‎$0‎MAPA20080640255‎$a‎Unión Europea
651 1‎$0‎MAPA20080638290‎$a‎Reino Unido
7102 ‎$0‎MAPA20110000226‎$a‎Autoridad Europea de Seguros y Planes de Pensiones