21 November 2024 | Ombudsman’s Blog | Early closure of an ETF: rights and obligations of the distributor and fund management company Since the beginning of 2024, the AMF's Active Retail Investor Dashboard has seen a sharp rise in the number of investors who have bought or sold exchange-traded funds (ETFs). These investors should be aware, as the dossier I am presenting this month illustrates, that the investment management company can decide to liquidate an ETF early, at any… … Early closure of an ETF: rights and obligations of the distributor and fund … her of the early liquidation of the exchange-traded fund (ETF) in which she held 300 units. This information letter set … Mrs X would have preferred to transfer to another similar ETF rather than be subject to forced liquidation. Distributor … |
13 November 2024 | AMF news release | ETFs win over newcomers as they invest into the stock market The Autorité des Marchés Financiers (AMF) has noted the rise in trading of exchange-traded funds (ETFs) which aim to track the performance of an index, in its latest Active Retail Investor Dashboards. Its in-depth analysis of this trend and the concerned investors profile shows that younger investors are very much inclined to invest in ETFs. … French retail investors who have carried out at least one ETF transaction. To gain a better understanding of this … to this trend, helping to bring down the average age of ETF investors from 61.1 to 41.3 years between the second … offer the possibility of buying fractions of shares or ETF units, in particular through monthly investment … |
13 November 2024 | Report / study | Retail investor ETF activity The Autorité des Marchés Financiers (AMF) has noted the rise in trading of exchange-traded funds (ETFs) which aim to track the performance of an index, in its latest Active Retail Investor Dashboards. Its in-depth analysis of this trend and the concerned investors profile shows that younger investors are very much inclined to invest in ETFs. … Retail investor ETF activity … Télécharger le contenu The Autorité des … are very much inclined to invest in ETFs. Retail investor ETF activity … … /publications/reports-research-and-analysis/retail-investor-etf-activity … The Autorité des Marchés Financiers (AMF) has … |
21 October 2024 | News | In Q3 2024, for the first time, new ETF investors outnumbered new equity investors Each quarter, the AMF draws up an inventory of the number of individuals who have carried out at least one transaction in a financial instrument during the last quarter. She is particularly interested in equity and ETF trading. … In Q3 2024, for the first time, new ETF investors outnumbered new equity investors … Listed … an average of around 41,000 each3rd quarter since 2020. … ETF … In the 3rd quarter, the increase in retail activity … ETFs, 129,000 more than a year ago (+88%). The number of ETF transactions reached 1.4 million, after 1.2 million in … |
21 October 2024 | Retail investors dashboard | The Active Retail Investor Dashboard - No.16 - October 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. … Investor Dashboard - No.16 - October 2024 … Equity … ETF … Investment services … |
10 October 2024 | News | The AMF analyses new investment practices: listed shares, ETFs and crowdfunding The arrival of many new investors in recent years, both in the stock market (more than one million since 2020) and in crowdfunding, and an enhanced range of investment services targeting young people in particular, have transformed investors' practices. … practices: listed shares, ETFs and crowdfunding … Shares … ETF … |
09 October 2024 | Report / study | Report on new investment practices in France - AMF - October 2024 This study delves into new investment practices in France on the stock market (listed shares, ETFs) or via crowdfunding. It explores new sources of information for investors on the internet and social networks, the investment services used and the diversifications carried out by investors. … practices in France - AMF - October 2024 … Shares … ETF … |
09 October 2024 | Household Savings Newsletter | AMF Household Savings Newsletter - No. 58 - October 2024 The newsletter focuses on new investment practices in listed shares, ETFs or via crowdfunding. It explores investors' sources of information, their investment choices, as well as their investment methods.In addition, the newsletter presents the results of the latest readability study conducted on information surrounding "ESG" products. … Savings Newsletter - No. 58 - October 2024 … Shares … ETF … |
17 July 2024 | News | The activity of retail investors active in equities and ETFs increased further in Q2 2024 Each quarter, the Autorité des Marchés Financiers (AMF) provides an overview of the number of retail investors who have made at least one transaction in a financial instrument during the previous quarter. In the 2nd quarter of 2024, their activity increased, particularly in ETFs. … ETFs, 117,000 more than a year ago (+89%). The number of ETF transactions reached 1.2 million, after 1 million in the … time, during the 2 nd quarter of 2024, the number of new ETF investors reached the number of new equity investors … equities and ETFs increased further in Q2 2024 … Shares … ETF … Collective investments … Long term investment … |
17 July 2024 | Retail investors dashboard | The Active Retail Investor Dashboard - 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. … Retail Investor Dashboard - No.15 - July 2024 … Shares … ETF … Collective investments … Long term investment … |
