02 October 2023 | Policy | Position - Recommendation DOC-2019-16 DOC-2019-16 sets out the due diligence obligations with regard to clients and their beneficial owners, as provided by Articles L. 561-4-1 and following of the Monetary and Financial Code, taking account of the essential contributions of the 4th directive and 5th directive, and notably the reinforcement of the risk-based approach, the distinction… … on the method used to purchase units or shares in the collective investment managed by the portfolio asset … management company does not market the units or shares of collective investments directly but uses one or more investment services … |
02 August 2023 | News | The AMF updates its policy on the information to be provided by collective investment schemes incorporating non-financial approaches The AMF has amended its Position-Recommendation DOC-2020-03 which defines the disclosures to be made by collective investment schemes incorporating non-financial approaches. The update extends the scope of this policy to include French and foreign European long-term investment funds (ELTIFs) marketed to retail investors in France. … updates its policy on the information to be provided by collective investment schemes incorporating non-financial … non-financial information that may be disclosed by French collective investment schemes and foreign UCITS marketed in … materials. French ELTIFs taking the form of collective investments schemes that are already accessible to retail … |
27 July 2023 | Retail investors dashboard | The Active Retail Investor Dashboard - No.11 - July 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. … Retail Investor Dashboard - No.11 - July 2023 … Shares … Collective investments … Long term investment … |
26 July 2023 | News | Digital assets: the AMF amends its policy on DASPs to clarify the transition to "enhanced" DASP registration The Autorité des Marchés Financiers (AMF) is amending its position on the regime governing digital asset service providers (DASPs) to take account of changes resulting from the DDADUE Law, which introduces enhanced DASP registration applicable from 1 January 2024. … company may decide, for the purposes of managing its collective investments, to invest in digital assets and place orders to … operations for asset management companies and self-managed collective investments". In addition, the AMF will shortly be … |
01 January 2024 | Policy | Recommendation DOC-2020-07 … demonstrating the liquid and non-speculative nature of the investments. The non-exhaustive list of non-eligible assets … demonstrating the liquid and non-speculative nature of the investments. The non-exhaustive list of non-eligible assets … As such, if, due to the departure of a senior manager, the collective competence was lost, it would have to be regained … |
18 July 2023 | AMF news release | Sustainable investment: growing interest among French people, especially the youngest In the wake of the Ecological Transition Financing Committee’s meeting, the AMF publishes the very encouraging results of its biannual survey that shows a growing interest in responsible finance. The under-35s are the most likely to consider them to be interesting. They account for half of the retail investors who have subscribed to sustainable… … take them into account, while 75% consider the impact of investments on the environment to be an important issue. … sustainable investment was a very encouraging sign of our collective ability to mobilize private savings to finance the … (19%, up two points on 2021). Most of these are collective investments, shares or bonds purchased directly, … |
18 July 2023 | Household Savings Newsletter | AMF Household Savings Newsletter - No. 53 - July 2023 This Letter is dedicated to the perceptions of the French regarding responsible investments. The awareness of these investments has increased since 2021 and savers are interested, especially young people. However, for the majority, responsible investing and the associated vocabulary remain unclear. The Letter also summarizes the… … to the perceptions of the French regarding responsible investments. The awareness of these investments has increased since 2021 and savers are … - July 2023 … Sustainable Finance … Long term investment … Collective investments … |
17 July 2023 | Report / study | Readability and comprehension of non-financial information provided for responsible investments - July 2023 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"). … of non-financial information provided for responsible investments - July 2023 … Télécharger le contenu The AMF has … of non-financial information provided for responsible investments - July 2023 … … provided for responsible investments - July 2023 … Collective investments … Long term investment … Sustainable … |
17 July 2023 | Report / study | The French and Responsible Investments - OpinionWay for AMF - July 2023 The AMF publishes the results of its biannual survey measuring the knowledge, perception and interest of French people in responsible investments. … The French and Responsible Investments - OpinionWay for AMF - July 2023 … Télécharger le … perception and interest of French people in responsible investments. The French and Responsible Investments - … Responsible Investments - OpinionWay for AMF - July 2023 … Collective investments … Shares … Long term investment … … |
12 June 2023 | AMF news release | The AMF publishes a summary on the internal processes that aim to ensure compliance with non-financial contractual commitments by asset management companies of ESG/SRI funds The Autorité des Marchés Financiers has published a summary of a study and its findings following a series of short thematic inspections called SPOT. The study analyses the responses to a detailed questionnaire from 176 generalist portfolio asset management companies (AMCs) that have at least one contractual non-financial commitment for at least… … out on compliance with commitments before and after investments. Of the 176 AMCs that responded to the … for between 20% and 90% of their total assets under collective management. This publication highlights the good … for between 20% and 90% of their total assets under collective management. This publication highlights the good … |