25 January 2024 | News | Entry into force of the revised European Long-Term Investment Fund Regulation (ELTIF 2) - AMF clarifies fund authorisation requirements The ELTIF 2 Regulation enters into force on 10 January 2024. In light of this, the Autorité des marchés financiers (AMF) is updating the form for the authorisation of existing or newly created funds as ELTIFs.It also sets out the conditions for taking advantage of the option offered by French law to encourage the development of ELTIFs, whereby… … invest in assets that favour the financing of long-term investments in the real economy, in line with the European … French Law on Green Industry allows certain real estate collective investment undertakings (OPCIs) and certain retail … the development of ELTIFs, whereby existing real estate collective investment undertakings (OPCI) and retail private … |
22 December 2023 | AMF news release | Equity investment: intentions on the rise again, driven by young people The Autorité des Marchés Financiers (AMF) has published the 7th edition of its Savings and Investment Barometer on investment trends. After the sharp fall seen in 2022, more retail investors are planning to invest in equities in 2023. This renewed interest is being driven in particular by under-35s in 2023, 43% of whom say they are interested. … it shows an increase in French people's interest in equity investments and their confidence in these products. In 2023, 32% of respondents say they are interested in equity investments, 7 points more than in 2022, and 28% say they … again, driven by young people … Long term investment … Collective investments … Shares … |
22 December 2023 | Household Savings Newsletter | AMF Household Savings Newsletter - 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. … - No. 55 - December 2023 … Long term investment … Shares … Collective investments … Crypto-assets … Financial Scams … |
22 December 2023 | Report / study | AMF Savings and Investment Barometer - 2023 The AMF Barometer asks French people about their preferences and perceptions in terms of investments, particularly with regard to equity investments. This 7th edition of the survey interviewed a sample of 2,386 people aged 18 and over from September 29 to October 13, 2023. It shows a sharp rebound in equity investment intentions, mainly among… … people about their preferences and perceptions in terms of investments, particularly with regard to equity investments. This 7 th edition of the survey interviewed a … and Investment Barometer - 2023 … Long term investment … Collective investments … Shares … |
21 December 2023 | News | The AMF updates its policy on disclosures by collective investment schemes incorporating non-financial methods The AMF is updating its Position-Recommendation DOC-2020-03, which defines the disclosures to be made by collective investment schemes incorporating non-financial approaches, to expand its scope to Other AIFs listed as units of account (UA) in life insurance policies sold to non-professional clients in France. … The AMF updates its policy on disclosures by collective investment schemes incorporating non-financial … to the inclusion of non-financial criteria that French collective investment schemes and foreign UCITS and ELTIFs … methods … Asset management … UCIT … Collective investments … |
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… … Information to be provided by collective investment schemes incorporating non-financial … … Professional investors UCIT Disclosure Obligations Collective investments Policy … Textes de référence … Articles L. … |
19 December 2023 | News | Requirements for investment committees and the affiliation of fund managers of asset management companies: the AMF updates its policy Amidst the aftermath of Brexit and the ongoing health crisis, asset management companies with international operations must update their organizational frameworks. Specifically, they need to address the criteria governing the location of fund managers within investment committees, along with the protocols for affiliating specific financial… … where members of investment committees, responsible for collective investment decisions, may not necessarily be … responsible for taking investment decisions on a collective basis are as follows: The operating rules of this … for asset management companies and self-managed collective investments (in French only) AMF Position-recommendation … |
14 December 2023 | Policy | Position - Recommendation DOC-2012-19 … guide for asset management companies and self-managed collective investments … Investment management companies Organisational … guide for asset management companies and self-managed collective investments Programme of operations guide for … |
27 October 2023 | Retail investors dashboard | The Active Retail Investor Dashboard - 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 quarter. … Investor Dashboard - No.12 - October 2023 … Shares … Collective investments … Financial products … |
04 October 2023 | In-depth | Sustainable finance Finance must contribute to the transition towards a more sustainable economy. Focus on our approach, our publications, and actions in the field of sustainable finance. … report published in 2020 on Non-financial approaches in collective investment schemes non-financial approaches in collective investment schemes , the AMF analyzed the quality … the education of retail investors about sustainable investments is essential to accompany the changes underway. … |