21 March 2022 | Policy | Instruction DOC-2012-01 Collective investment undertaking management activities and discretionary portfolio management investment services are subject to specific risk management organisation rules (counterparty, liquidity and market risks and operational risk). The instruction DOC-2012-01 defines the permanent risk management function, the procedures for delegation to… … and techniques that are adequate to the complexity of the strategy and instruments used in the collective investment … analyse and manage at all times the risks relating to the strategy it applies to the collective investment undertakings … the characteristics of the investments and the management strategy applied; 2. It checks that the parameters used are … |
14 March 2022 | AMF news release | The AMF announces the appointment of Viet-Linh Nguyen as Head of the Strategy and Sustainable Finance Unit as well as Secretary of the Executive Committee Viet-Linh Nguyen, currently Deputy Director of the European and International Affairs Division of the Regulatory Policy and International Affairs Directorate, has been appointed Head of the Strategy and Sustainable Finance Unit and Secretary to the Executive Committee. He will succeed Julie Ansidei who will leave the AMF on March 15, 2022. … the appointment of Viet-Linh Nguyen as Head of the Strategy and Sustainable Finance Unit as well as Secretary of … Affairs Directorate, has been appointed Head of the Strategy and Sustainable Finance Unit and Secretary to the … the appointment of Viet-Linh Nguyen as Head of the Strategy and Sustainable Finance Unit as well as Secretary of … |
11 February 2022 | News | The AMF invites providers, users and rated entities to respond to ESMA's Call for evidence on the ESG rating market in Europe The AMF invites stakeholders in the ESG rating market to share their views and experiences of the market in response to the call for evidence published by ESMA on 3 February. The call for evidence is intended to provide a better understanding of the characteristics and dynamics of the ESG rating market in the EU in the light of the work announced… … … In July 2021, the European Commission announced in the Strategy for financing the transition to a sustainable … data: mapping of stakeholders, products and services Strategy for Financing the Transition to a Sustainable … |
02 February 2022 | News | The AMF updates its policy on the marketing communications of collective investments Following the application of ESMA’s Guidelines on marketing communications, the AMF is updating its Position-Recommendation DOC-2011-24 on the drafting of marketing materials and the marketing of collective investment undertakings in order to harmonise its policy for investment management companies and distributors. … to communications relating to financial index and strategy index, and examples of assessment of the clear, … |
26 January 2022 | In-depth | Innovation : focus on the actions carried out by the AMF The rapid growth of new technologies has put innovation at the heart of discussions about financial markets. For several years now, and under its #Supervision2022 Strategic Plan, the AMF has been fully committed to this issue and has supported stakeholders in the transformation of the financial sector. Here we focus on the actions carried out by… … … The AMF defined the main thrusts of its #Supervision2022 strategy with a major focus on supporting innovation and … encourages the European Commission to develop a European strategy for digital finance, data and artificial … |
07 January 2022 | News | Stimulating the diversification of long-term savings: the AMF proposes an educational approach to equity investment In a publication aimed at professionals, the regulator takes stock of French retail investors' behaviour. Noting persistent under-diversification, the AMF presents the main arguments in favour of long-term equity investment, revisited in the light of new offerings and practices observed in recent years. … While the European Commission is launching a review of its strategy for retail investors with the objective, among … |
05 January 2022 | AMF news release | The AMF publishes its priorities for 2022, the last year of its five-year strategy The AMF's actions in the coming months will focus on four main areas: Europe, retail investment, sustainable finance and the modernisation of its regulatory action. … its priorities for 2022, the last year of its five-year strategy … After 2020, marked by the Covid-19 pandemic and … continue to be shaped by the #Supervision2022 five-year strategy, to round off some initiatives taken in recent … part in the discussions on a European retail investment strategy. The AMF will also continue to educate new investors … |
05 January 2022 | Annual Report | 2022 Supervisory Priorities for the Autorité des Marchés Financiers The AMF sets out in this document supervisory priorities for 2022 for asset management companies, market intermediaries and infrastructures, distributors and investment advisors. These 2022 priorities reflect the growing importance of European supervisory actions. The document notably lists the themes involving SPOT inspections, a new shorter… … Priorities for the Autorité des Marchés Financiers … Strategy … Supervision … |
05 January 2022 | Annual Report | 2022 Priorities for the Autorité des Marchés Financiers The AMF sets out in this document its priorities for action for 2022, the last year of implementing its five-year strategic plan #Supervision2022. In the context of a marked economic recovery and despite the continuing health crisis, the AMF’s actions will focus on four main areas in 2022: Europe, retail investment, sustainable finance and the… … 2022 Priorities for the Autorité des Marchés Financiers … Strategy … |
16 December 2021 | AMF news release | Climate reporting: the AMF accompanies companies in their preparation for tougher regulatory requirements This report presents an overview of corporate financial and non-financial reporting on climate issues based on a sample of French listed companies. While there has been some progress since 2019, the forthcoming European regulatory deadlines and heightened expectations of their stakeholders mean that they need to accelerate their efforts. … projects and their contribution to the carbon neutrality strategy. Given the current draft of the future CSRD, the AMF … |