AMF Household Savings Observatory

This Letter is dedicated to the costs of financial investments (direct investment in equities and investments through collective investments). Financial investment fees continued to decrease in 2020. However, the decrease is still modest.

Has the health crisis changed the preferences of savers and investors? Find in this Letter the answers to this questions, taken from the 4th edition of the AMF Savings and Investment Barometer, completed this year with an in-depth study of individual investors, their motivations and practices.

This letter is primarily dedicated to promotional communications and advertisements on savings and investments products, which are the subject of a continuous watch by the AMF. What were the most promoted investments products in the first half of 2020?

In this letter, the AMF publishes the latest holding figures for financial investments (SoFia survey, March 2020, Kantar). Reported direct share ownership increased between March 2019 and March 2020. The detention rate now stands at 6.9%. In addition, the survey confirms the steady development of unit-linked life insurance contracts.

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.

For the past 3 years, the AMF Barometer has been asking the French about their investment preferences and perceptions, particularly with regard to equity investments. For this 4th wave, 1,200 French people aged 18 and over were interviewed at the end of September 2020. In particular, they were asked about the impact of the health crisis on their savings and investments.

The AMF publishes the 3rd edition of its Savings and Investment Barometer. This annual survey looks at French attitudes and preferences regarding savings and investments. In particular, the Barometer tracks changes in perceptions of equity investments.

The AMF publishes the 2nd edition of its Savings and Investment Barometer. This annual survey shows that investment intentions in equities are increasing.

We present the 1st edition of the savings and investment barometer. This annual survey of the AMF asks a sample of 1200 French on their attitudes and opinions about savings, and in particular to equity investments.

The AMF conducted an in-depth study of holders of investment products. This study provides an accurate snapshot of these investors, their motivations and investment practices. It also explores the effects of the health crisis on their investment behaviour.

The AMF conducted a qualitative study among retail investors to assess the clarity of the information provided about fees on direct investments in securities or investments via collective undertakings. Find out the main findings.

The AMF carried out a study in June 2019 on French people's opinions and perceptions regarding sustainable development and responsible investment products.

The AMF conducted a qualitative study in July 2019 to assess the readability of socially responsible invesment documents. The objective was to review investors' perceptions regarding these documents.