12 February 2024 | News | The European single access point for financial and non-financial information on European entities (ESAP) enters its implementation phase The ESAP regulation and associated texts have been published in the Official Journal of the European Union. The regulation provides for the access point to be operational from 10 July 2027 at the latest. Some of the technical characteristics of the project are submitted to public consultation until 8 March 2024.… Regulation (EU) No 346/2013(EuSEF) Regulation 2016/1011 (Benchmark Regulation) Regulation (EU) No 1286/2014 (PRIIPS) … |
20 December 2023 | Policy | Position - Recommendation DOC-2020-03 Position-Recommendation DOC-2020-03 sets out the information on the consideration of non-financial criteria that French collective investment undertakings and foreign UCITS authorised for marketing in France may disclose. These provisions are described for the various regulatory documents (key investor information documents, prospectus) and…… or approaches based on selectivity in relation to a benchmark investment universe, the criteria are based notably … is to be constantly at a level xx% lower than that of the benchmark indicator". 3.2.2. Investment policy In line with … or approaches based on selectivity in relation to a benchmark investment universe, the criteria to be allowed to … |
14 December 2023 | Policy | Position - Recommendation DOC-2012-19 … units), business consultancy and financial analysis, or benchmark administration. It should be noted that the … extension of the asset management company's main activity. Benchmark administration is defined in Regulation (EU) … account), business consultancy and financial analysis, or benchmark administration. It should be noted that the … |
27 July 2023 | AMF news release | Close to 40% of new equity investors are under 35 The Autorité des Marchés Financiers (AMF) publishes converging data on the emergence of a new generation of stock market retail investors. The transaction reports received by the AMF and the Kantar Institute's annual survey of direct share ownership both point to a record proportion of younger people among individual shareholders.… with just under 13,000 in the first half of 2019. The benchmark survey in the field, the SoFia study carried out … |
26 May 2023 | Public statements | Speech by Marie-Anne Barbat-Layani, AMF Chair, The AMF: "a pivotal position at the heart of financial regulation" - General Assembly of the French Association of Corporate Treasurers - 20 April 2023 … already environmentally sustainable. It also serves as a benchmark for companies wishing to engage in the ecological … |
16 May 2023 | Policy | Instruction DOC-2014-01 … 3 Article 4 – Specific case of benchmark administration … 7 Article 10 – Description of the business of benchmark administration … the AMF of its decision. Article 4 – Specific case of benchmark administration The activity of benchmark administration pursuant to Regulation (EU) … |
16 February 2023 | Policy | Position - Recommendation DOC-2011-24 … promoting a CIS shall indicate an investment objective, a benchmark indicator and/or a recommended investment period … marketing material compares the performance of a CIS to a benchmark indicator that is measured with dividends not … a CIS compare some elements of the fund’s performance to a benchmark indicator that is identical to the one mentioned in … |
16 February 2023 | Policy | Position - Recommendation DOC-2011-05 … shall also clearly identify the name of the potential benchmark indicator. It cannot restrict itself to referring … wordings like “the CIS will seek to outperform its benchmark index […]” shall be avoided and one may rather … will seek to outperform the CAC 40 index […].” When the benchmark indicator is a debt security and when the CIS aims … |
16 February 2023 | Policy | Instruction - Position - Recommendation DOC-2019-12 … When the investment management objective indicates a benchmark indicator for the purpose of comparing performance, the AMF recommends that this benchmark be clearly identified and defined precisely. A … |
10 January 2023 | Article | Our priorities for Action and Supervision Each year, the AMF publishes its action and supervisory priorities. In 2023, our focus will be on four main areas: promote finance that meets the new expectations of retail investors, take up European and international challenges, develop the regulatory framework for sustainable finance and combat greenwashing, ensure robust and efficient…… environmental, social and governance (ESG) reporting of benchmark administrators; For market intermediaries and … |
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