08 October 2024 | Article | Our Governance The Autorité des Marchés Financiers has two distinct collegial bodies: the Board, chaired by the AMF Chair, and the Enforcement Committee. The Chair appoints a Secretary General. Focus on our governance. … will be made to the Board concerning the AMF’s general strategy, the annual application of this strategy and the annual supervisory priorities as well as the … |
08 October 2024 | Policy | Position - Recommendation DOC-2012-19 - … assess, depending on the context of a fund or a particular strategy, the pertinence of the investment in a given … marketed to corporate clients with a long-term investment strategy will generally lead to a more stable share ownership … clients in France. The use of UCITS/ AIF with a nature, strategy, and risk profile or with unconventional … |
14 August 2024 | 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. … numerous sustainable finance actions, the AMF created a Strategy and Sustainable Finance Unit. The following year … provided by asset management companies on their investment strategy and the way they manage risks related to the effects … Marketing documentation must reflect the fund's strategy and be proportionate to the ESG criteria it takes … |
22 July 2024 | AMF news release | AMF and Banque de France call for a well-anticipated move to T+1 Settlement Cycle The Autorité des Marchés Financiers (AMF) and the Banque de France call for a well-coordinated and efficient transition to a T+1 settlement cycle for transactions on securities across the EU. This initiative comes at a time when the European Commission has confirmed that the principle of T+1 has been accepted. This shift brings substantial… … and economic, to facilitate it. This comprehensive strategy aims to ensure a smooth and effective transition to … an independent institution with three core tasks: monetary strategy, financial stability, and the provision of services … |
13 June 2024 | AMF news release | The ACPR and AMF Joint Unit for Insurance, Banking and Retail Investment has published its 2023 Annual Report Over the last two years, rising interest rates and inflation have changed retail investors' expectations of financial products, leading the authorities to adapt their supervision of commercial practices. Against this economic backdrop, and faced with the growing digitalisation of the sector and a resurgence of scams, the work of the ACPR-AMF Joint… … in relation to the European Commission's Retail Investment Strategy in order to promote the protection of retail … |
05 June 2024 | News | Active ETFs: the AMF publishes a recommendation on the transparency of portfolios Following on the provisions allowing active ETFs in France, the Autorité des Marchés Financiers (AMF) details the conditions in which portfolio management companies that manage such funds can implement a differentiated portfolio transparency policy depending on the nature of the market participants. … its website. Active ETF managers implement an investment strategy that includes an element of judgment, for example … ETF would potentially allow other players to replicate the strategy, which could constitute a major obstacle to the … |
31 May 2024 | News | The AMF has set up a CSR Committee In its first CSR report published in October 2023, the AMF had committed to structuring the governance of its social and environmental responsibility project. This commitment took concrete form in March 2024 with the establishment of its CSR Committee. … to define and support the roll out of the AMF’s CSR strategy. It will report to the Directorates. A monitoring … |
31 May 2024 | News | The AMF publishes a research paper on French funds’ costs The AMF analyzes the costs charged by French funds between 2017 and 2022, using a tool that extracts the fee tables presented in the Key Investor Information Documents (KIIDs). … the topics under discussion within the Retail Investment Strategy. … Read more … Analysis of the costs charged by … |
22 April 2024 | Policy | Instruction DOC-2011-20 - … of the AMF General Regulation: “5° The investment strategy, risk profile, operating rules and articles of … retail investment fund”. The similarity of the investment strategy, risk profile, operating rules and articles of … AIF investment policy Any change affecting the investment strategy is a change subject to pre-approval if it concerns: … |
22 April 2024 | Policy | Instruction DOC-2012-06 - Procedures for making disclosures and introducing changes, preparation of a prospectus and reporting for specialised professional funds, professional private equity investment funds and specialised financing vehicles AIF's declared open to professional investors that are specialist professional funds and professional private equity funds are subject to specific rules that relate to, in particular, reporting procedures (creation and changes during the life of the fund), procedures for disclosing information to holders and shareholders when making changes during… … they invest in the AIF: a) a description of the investment strategy and objectives of the AIF, information on where any … the procedures by which the AIF may change its investment strategy or investment policy, or both; c) a description of … they invest in the AIF: a) a description of the investment strategy and objectives of the AIF, information on where any … |
