AMF Household Savings Observatory

This Letter is devoted to the perceptions of the French regarding responsible investments. 
Overall, interest in responsible investments has continued, despite a slight slowdown and lingering doubts about the real sustainability of these investments. In this Letter, we highlight the increasing expectations towards financial advisors, considered by investors as the main source of information on this subject.

This letter is devoted to the findings of the AMF's latest online mystery visits, which were carried out between November 2024 and January 2025 and focused on the mobile applications of investment services providers in order to establish an inventory of their practices.

As it does every year, the AMF takes stock of fee trends for financial investments, both for direct investments in individual equities (posted fees as of January 2025) and for collective investments (average annual fees applied in 2024). For equity and diversified funds, the trend is downwards.

This Letter presents the results of the study carried out by OpinionWay on the awareness and perception of employees regarding employee savings schemes. The study also made it possible to question the managers of companies with 11 to 49 employees.

The Active Retail Investor Dashboard provides quarterly updates on individuals who have carried out at least one transaction on financial instruments in the past three months.

The Active Retail Investor Dashboard provides quarterly updates on individuals who have carried out at least one transaction on financial instruments in the past three months.

The Active Retail Investor Dashboard provides quarterly updates on individuals who have carried out at least one transaction on financial instruments in the past three months.

The AMF Barometer asks French people about their preferences and perceptions in terms of investments, particularly with regard to equity investments. This edition of the survey interviewed a sample of 2,044 people aged 18 and over from September 23 to October 4, 2024.

The AMF publishes the 7^th edition of its Savings and Investment Barometer. This annual survey looks at French attitudes and preferences regarding savings and investments. This year, it shows a sharp rebound in equity investment intentions, mainly among younger people.

The AMF surveys the French every two years on their perceptions regarding "responsible investments". This study, which is the 3rd edition, allows to follow the evolution of the mindset of individuals regarding these products, attitudes and preferences but also that of expectations towards financial institutions and advisors.

This study tested investors' understanding of the risk and liquidity of different forms of real estate investment (collective invesments, investment in the context of participative financing), based on their reading of information documents.

This survey explores employees' perceptions of employee savings schemes. The survey also questions managers of companies with 11 to 49 employees.

This study surveyed 5,001 people representing the adult French population in order to estimate the proportion of victims of investment scams.