Merci de désactiver le bloqueurs de pub pour visualiser cette vidéo.
  • Home
  • News & Publications
  • Publications
  • Household savings Observatory
  • AMF Household Savings Observatory
AMF Household Savings Observatory
18 April 2024

AMF Household Savings Observatory

The AMF’s Observatory tracks the household savings market. It monitors the evolution of preferences, attitudes and perceptions of French savers and investors. It is interested in the promotional communication regarding investments products, the fees applied and the various distribution channels.

Image illustrant un sondage

This report presents the detailed results of the mystery shopping campaigns in bank branches conducted by the AMF. It presents an inventory of the practices used to collect the sustainability preferences of customers who are in a position to benefit from investment advice.

Detailed results

Letter No.57 - June 2024

This report presents the detailed results of the mystery shopping campaigns in bank branches conducted by the AMF aimed at establishing an inventory of the practices used to collect the sustainability preferences of customers who are in a position to benefit from investment advice.

Letter No.56 - April 2024

Th,e Newsletter provides an update on the evolution of financial investment fees, for direct investments in shares (prices displayed on 1 January 2024) and for funds (ongoing charges applied in 2022 and 2023). For equity and balanced funds, the trend is downward.

Letter No.55 - December 2023

This Letter presents the main results of the 7th edition of the AMF Savings and Investment Barometer. It highlights a sharp rebound in equity investment intentions among savers, mainly younger savers.

Letter No.54 - November 2023
This letter is fully based on the OECD's recently published research report to measure the financial literacy, motivations, attitudes and behaviours of retail investors who have entered the market since 2020.
No.15 - July 2024

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.

No.14 - April 2024
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.
No.13 - January 2024
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.
No.12 - October 2023
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.
2023 AMF Barometer

The AMF publishes the 7th 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.

 


 

2022 Barometer
The AMF Barometer asks the French about their preferences and perceptions in terms of investments, particularly with regard to equity investments. This 6th edition of the survey, which covers a sample of 2,000 people aged 18 and over interviewed from September 20 to October 10, 2022, highlights a decline in equity investment intentions, in a more uncertain economic context
2021 Barometer
For the past 4 years, the AMF Barometer has been asking the French about their investment preferences and perceptions, particularly with regard to equity investments. For this fifth edition, 2.000 French people aged 18 and over were interviewed at the end of September 2021.
2020 Barometer
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.
Sustainable Finance : legibility
The AMF has conducted a study on the legibility of the information annexed to the prospectus of funds promoting environmental and/or social characteristics (known as "Article 8" within the meaning of the SFDR Regulation) or having a sustainable investment objective ("Article 9").
Sustainable finance : perceptions
The AMF publishes the results of its biannual survey measuring the knowledge, perception and interest of French people in responsible investments.
2023 Employee Savings Week's study
This report examines the perceptions of French employees regarding employee savings schemes. It highlights their good image, but also the need for support for holders, particularly in terms of investment choices.
The French and Investment scams
To assess the scale and diversity of the phenomenon of investment scams, the AMF carried out a study among a sample of 5,000 French people aged 18 and over. What is the share of the population exposed? What are the profiles of the victims?
All Households Savings Observatory Newsletters
All Reports, research & analysis
Subscribe to our alerts and RSS feeds
Visuel rapport étude
07 January 2022
Stimulating the diversification of long-term savings in equities Stimulating the diversification of long-term savings in equities