The Investment Association

The Investment Association

The Investment Association (IA) is the leading trade body and lobbying organization representing the UK’s investment management industry, which collectively manages over £9.1 trillion on behalf of clients ranging from individual savers to global institutions. Accredited with the EU Transparency Register, the IA is recognized for its integrity and quality in lobbying and representation among authorities and regulators at both national and international levels. Its core mission is to champion the interests of asset managers, influence regulatory and policy developments, and ensure the investment sector’s voice is heard in the formulation of EU and UK financial regulations.

The IA’s lobbying activities focus on a broad spectrum of issues affecting investment managers, including regulation, taxation, market operations, and pension and savings policy. It is deeply engaged in the development of pension and savings policy in both the UK and the EU, with particular attention to legislative and regulatory changes impacting Defined Contribution (DC) pension provision and the broader savings landscape. The IA also acts as an authoritative promoter of buy-side interests across capital markets, advocating for efficient market infrastructure and operational excellence.

As a member-based organization, the IA provides its 250+ members with policy advice, regular updates, and benchmarking forums, enabling them to navigate and comply with evolving regulations. Its lobbying efforts are supported by research, sectoral analysis, and active participation in public consultations and policy discussions at the EU level. The IA is also known for forging strategic partnerships, such as its collaboration with the Association of Real Estate Funds (AREF), to expand its reach and influence across different segments of the investment industry.

The IA’s presence in Brussels and its registration with the EU Transparency Register ensure that it operates within the framework of EU lobbying transparency and accountability standards. While the IA primarily represents UK interests, its lobbying footprint extends across Europe, reflecting the global nature of investment management and the importance of EU policy to its members.

  • Registered Name: The Investment Association

  • Registered Office: Camomile Court, 23 Camomile Street, London EC3A 7LL, United Kingdom

  • EU Transparency Register ID: 5437826103-53

  • Membership: Over 250 UK and international investment managers

  • Scope: UK and EU policy, regulation, taxation, pensions, capital markets

No related lobbyists found.

  • Asset Management

  • Financial Services

  • Pension and Savings Policy

  • Capital Markets

  • Regulation and Taxation

The IA has established partnerships and networks with several organizations, including:

  • Association of Real Estate Funds (AREF): Formal partnership to represent property fund interests.

  • UK Finance: Joint initiatives on industry-wide issues such as investment fraud.

  • Investment20/20: Early careers initiative in investment management.

  • European Commission and ESMA: Regular engagement through consultations and policy feedback.

Specific annual lobbying expenditure figures for the IA are not publicly detailed in the sources. However, according to EU Transparency Register guidelines, similar organizations typically report annual lobbying expenses in the range of €100,000 to €1 million. The IA’s lobbying costs are likely within this range, but precise yearly breakdowns are not available.

The IA engages with multiple EU institutions, including:

  • European Commission (DG FISMA)

  • European Securities and Markets Authority (ESMA)

  • European Parliament

  • Council of the European Union

Due to limited transparency requirements, only a subset of meetings with high-level EU officials are published, and detailed records of all meetings are not available. The IA regularly participates in EU consultations and policy meetings, especially with DG FISMA and ESMA, but a comprehensive list is not publicly accessible.