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Costs and performance of employee investment undertakings
Costs and performance of employee investment undertakings
This study is the first quantitative analysis of employee savings funds within the universe of collective investment undertakings marketed in France. The regulator analyses the fees and net performances of 810 employee investment undertakings versus those of funds intended for retail investors and funds reserved for institutional investors.
On the same topic
02 March 2021
Employee shareholder investment undertakings: be careful of redemption orders with trigger thresholds
Employee shareholder investment undertakings: be careful of redemption orders with trigger thresholds
29 September 2020
Employee savings: the list of justifications for early release of funds is not exhaustive
Employee savings: the list of justifications for early release of funds is not exhaustive
25 June 2020
AMF Household Savings Observatory Newsletter - No. 39
AMF Household Savings Observatory Newsletter - No. 39
Legal information:
Head of publications: The Executive Director of AMF Communication Directorate. Contact: Communication Directorate – Autorité des marches financiers 17 place de la Bourse – 75082 Paris cedex 02
Head of publications: The Executive Director of AMF Communication Directorate. Contact: Communication Directorate – Autorité des marches financiers 17 place de la Bourse – 75082 Paris cedex 02