03 July 2025 | AMF news release | The AMF publishes its 2025 Markets and Risk Outlook Against a global backdrop marked by persistent trade tensions whose development could impact on growth prospects, the Autorité des Marchés Financiers (AMF) highlights the good resilience of the markets. However, it notes increased volatility across all asset classes, which could persist in the coming months. … The AMF publishes its 2025 Markets and Risk Outlook … In its annual exercise to map markets and … AMF publishes its 2025 Markets and Risk Outlook … Risk and Trend Mapping … Markets … Fixed income … Asset management … |
03 July 2025 | Report / study | 2025 Markets and Risks Outlook The AMF publishes its 2025 Markets and Risk Outlook, its annual description of trends and assessment of vulnerabilities and their impact on the financing of the economy, markets, investment funds and household savings. … and Risks Outlook … The AMF publishes its 2025 Markets and Risk Outlook, its annual description of trends and assessment … … The AMF publishes its 2025 Markets and Risk Outlook, its annual description of trends and assessment … and issuers … 2025 Markets and Risks Outlook … Risk and Trend Mapping … |
19 February 2025 | Spot Inspections | Summary of SPOT inspections on the monitoring of funds (UCITS, AIF) investment ratios, and of related compensation and claims An investment ratio is a limit that a portfolio asset management company (AMC) is obliged not to exceed when managing a fund, and to correct as quickly as possible if it is nevertheless exceeded. An investment ratio, which is set out in the rules or contractual documentation, must be complied with at all times. It may be financial or non-financial… … 15 4.3.1 Investment ratio mapping … 33 4.5.2 Risk mapping … GR (UCITSs) and 39 of the AIFM DR (AIFs) on the permanent risk management function; - Position-Recommendation … team that it planned to carry out this type of periodic trend analysis from 2025 onwards, on an annual basis. … |
14 January 2025 | Report / study | AMF Savings and Investment Barometer - 2024 The AMF Barometer asks French people about their preferences and perceptions in terms of investments, particularly with regard to equity investments. This edition interviewed a sample of 2,044 people aged 18 and over from September 23 to October 4, 2024.This latest edition confirms the French public's interest in equity investments, particularly… … of financial products on offer, their understanding of risk, how they rate stock market products and more. In an … 39% 32% 32% 34% 2017 2018 2019 2020 2021 2022 2023 2024 Trend in % Regularly over the past 8 years ++ under-35s (45%) … HIGH LEVEL OF RISK H IG H P ER FO R M A N C E PROJECTION MAPPING BASED ON PRODUCT PERCEPTION BUBBLE SIZE PROPORTIONATE … |
10 October 2024 | Spot Inspections | Summary of SPOT inspections on the process for producing, checking and transmitting regulatory reports to the AMF (AIFM, MMF, ROSA) As announced in its supervisory priorities in early 2023, the Autorité des Marchés Financiers (AMF) has conducted a new SPOT (Supervision of Operational and Thematic Practices) inspection campaign looking at the quality of the data transmitted by portfolio asset management companies (AMCs) to the AMF. The investigations focused on reporting under… … of report data ................................. 37 4.5.1 Risk mapping and steering committees … to the manager (I) referred to above61. The second trend, observed at AMCs 2 and 3, is to integrate the … |
17 July 2024 | Report / study | Sector risk assessment on money laundering and terrorist financing The AMF has published a new version of its money laundering and terrorist financing (ML/FT) sectoral risk analysis (SRA), the initial version of which was published in 2019. This document sets out, for the professionals under its supervision, the national risk analysis (NAR) updated and published in 2023 by the Conseil d'Orientation de la Lutte… … Sector risk assessment on money laundering and terrorist financing … … is a sector that continues to be buoyant: in 2023, the trend in terms of AMC setting up was characterised by the … professionals, who take these into account in their risk mapping, adapt their procedures and train their staff … |
15 July 2024 | Report / study | 2024 Markets and Risks Outlook The AMF publishes its 2024 Markets and Risk Outlook, its annual description of trends and assessment of vulnerabilities and their impact on the financing of the economy, markets, investment funds and household savings. … le contenu The AMF publishes its 2024 Markets and Risk Outlook, its annual description of trends and assessment … … The AMF publishes its 2024 Markets and Risk Outlook, its annual description of trends and assessment … professionals … 2024 Markets and Risks Outlook … Risk and Trend Mapping … |
15 February 2024 | Professional guide | Educational guide for undertakings to report on their climate transition plan In the context of the progressive implementation of the Corporate Sustainability Reporting Directive (CSRD), this user guide, prepared by the Climate and Sustainable Finance Commission (CCFD), aims to support companies in their efforts to publish high-quality information. It has been developed by considering investors' expectations, current… … scenarios chosen. Thus, literature identifies the risk of deferring emissions reduction efforts to later … of products is costly and rare). The company is currently mapping its suppliers to determine which ones will be subject … module: this measure assesses the alignment of the recent trend in the company's direct emissions intensity with the … |
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… … the financial offering, how worried are they about risk, how much importance do they give to stock market … 34% 34% 35% 39% 32% 32% 2017 2018 2019 2020 2021 2022 2023 Trend % Regularly over the past 6 years ++ Men (36%) / … 45 HIGH RISK LEVEL H IG H P ER FO R M A N C E PROJECTION MAPPING ACCORDING TO PRODUCTS PERCEPTION The perception of … |
21 December 2023 | Spot Inspections | Summary of SPOT inspections on asset management companies' cybersecurity measures No. 3 - 2023 As announced in its supervisory priorities for 2023, the Autorité des Marchés Financiers (AMF) has conducted a 3rd SPOT (Supervision of Operational and Thematic Practices) inspection campaign of the cybersecurity systems of 5 asset management companies (AMCs). This work is a continuation of the work carried out in 2019 and 2020 within the context… … subject to the regulation. This campaign also echoes the risk mapping the AMF published in July 2023 which executive … under review, compared to 0.6% for AMC 3), it does show a trend by type of service provider, namely that on a … |
