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. … from the daily transaction reports sent to the AMF by investment services providers, which have been mandatory … whatever their age, acquire a stock market culture with a long-term perspective.” These data are published in a special … |
27 July 2023 | Household Savings Newsletter | Special letter on the rejuvenation of equity investors - July 2023 This special letter is dedicated to the arrival of a new generation of investors in the stock market. It is based on transaction reports received by the AMF and the Kantar Institute's annual study on direct share ownership. The observation is an increasing proportion of young people among individual shareholders. … - July 2023 … Household Savings Newsletter … Journalists … Investment services providers … Investment management companies … Listed companies and … rejuvenation of equity investors - July 2023 … Shares … Long term investment … |
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. … - July 2023 … Retail investors dashboard … Journalists … Investment services providers … Investment management … - No.11 - July 2023 … Shares … Collective investments … Long term investment … |
01 January 2024 | Policy | Recommendation DOC-2020-07 … 4 2.2. Can the DASP status be combined with the status of investment service provider (ISP), financial investment … assets is distinct from financial instruments, medium-term notes and bills of exchange. A joint reading of Articles … essential or important operating tasks entrusted, on a long-term and regular basis, by the services provider to a … |
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… … Sustainable investment: growing interest among French people, especially … invest part of their savings in it in the short or medium term (44%, compared with 15%). « On the occasion of the … interest among French people, especially the youngest … Long term investment … Sustainable Finance … Collective … |
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… … - July 2023 … Household Savings Newsletter … Journalists … Investment services providers … Investment management … Newsletter - No. 53 - 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"). … meaning of the SFDR Regulation) or having a sustainable investment objective ("Article 9"). Readability and … investments - July 2023 … Collective investments … Long term investment … Sustainable Finance … |
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. … pour l'AMF - July 2023 … Report / study … Journalists … Investment services providers … Investment management … for AMF - July 2023 … Collective investments … Shares … Long term investment … Sustainable Finance … |
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 … conditions. On the primary bond market for Euro Medium Term Notes (EMTN), we saw a temporary closure of the window … companies will have to disclose, in particular, their long-term objectives and intermediate targets, their levers … revision of the Regulation to characterise responsible investment more clearly. This proposal aims to introduce … |
27 April 2023 | AMF news release | Equity savings plans : the AMF working group proposes avenues for improvement The Autorité des Marchés Financiers (AMF) has published the report of the working group set up in September 2022 to analyse the difficulties encountered by some retail investors in using their equity savings plans (PEAs), in particular with transfer times. The report sets out some 15 practical proposals aimed at remedying the problems identified… … … AMF news release … Retail investors … Journalists … Investment services providers … Listed companies and issuers … … Savings protection … Equity Savings Plan … Shares … Long term investment … |