28 March 2024 | Policy | Instruction DOC-2011-20 … types of risk is less than or equal to 20% of net assets - Benchmark x - Other information: recommended holding period x … to pre-approval. On the other hand, a change in the benchmark sector does not require pre-approval as a change to … types of risk is less than or equal to 20% of net assets - Benchmark x - Other information: recommended holding period x … |
28 March 2024 | Policy | Instruction DOC-2011-19 … of risk becomes less than or equal to 20% of net assets - Benchmark X - Other information: minimum recommended holding … requires authorisation. On the other hand, a change in the benchmark sector does not require authorisation as a change … for certain types of assets, and whether the UCITS has a benchmark; * State whether the UCITS distributes or reinvests … |
28 March 2024 | Policy | Instruction DOC-2011-21 … of risk becomes less than or equal to 20% of net assets - Benchmark x Other information: recommended holding period x - … requires authorisation. On the other hand, a change in the benchmark sector does not require authorisation as a change … of risk becomes less than or equal to 20% of net assets - Benchmark x Other information: recommended holding period x - … |
28 March 2024 | Policy | Instruction DOC-2011-22 … - Investment objective and policy x (cf. Article 7) x - Benchmark x - Extension of lock-up period x (cf. Article 7) x … - Investment objective and policy x (cf. Article 7) x - Benchmark x - Extension of lock-up period x (cf. Article 7) x … - Investment objective and policy x (see Article 7) x - Benchmark x - Extension of lock-up period x (See Article 7) x … |
28 March 2024 | Policy | Instruction DOC-2011-23 … types of risk is less than or equal to 20% of net assets - Benchmark x - Debt policy x (see article 7) x x Other … types of risk is less than or equal to 20% of net assets - Benchmark x - Debt policy x (see Article 7) x x Other … |
28 March 2024 | Policy | Position - Recommendation DOC-2011-25 … - The reference portfolio is based on a non-leveraged benchmark (with not leverage effect) Scope: CIS AMF position … - The reference portfolio is based on a non-leveraged benchmark (with not leverage effect) Scope: CIS AMF position … - The reference portfolio is based on a non-leveraged benchmark (with not leverage effect) 5.7. Distinction between … |
28 March 2024 | Policy | Instruction DOC-2008-03 … is for information purposes only 5/26 The activity of benchmark administrator pursuant to Regulation (EU) 2016/1011 … The request for authorisation or registration as a benchmark administrator pursuant to Regulation (EU) 2016/11 … frame for a request for authorisation or registration as a benchmark administrator pursuant to Regulation (EU) 2016/11 … |
12 February 2024 | News | The European single access point for financial and non-financial information on European entities (ESAP) enters its implementation phase The ESAP regulation and associated texts have been published in the Official Journal of the European Union. The regulation provides for the access point to be operational from 10 July 2027 at the latest. Some of the technical characteristics of the project are submitted to public consultation until 8 March 2024.… Regulation (EU) No 346/2013(EuSEF) Regulation 2016/1011 (Benchmark Regulation) Regulation (EU) No 1286/2014 (PRIIPS) … |
20 December 2023 | Policy | Position - Recommendation DOC-2020-03 Position-Recommendation DOC-2020-03 sets out the information on the consideration of non-financial criteria that French collective investment undertakings and foreign UCITS authorised for marketing in France may disclose. These provisions are described for the various regulatory documents (key investor information documents, prospectus) and…… or approaches based on selectivity in relation to a benchmark investment universe, the criteria are based notably … is to be constantly at a level xx% lower than that of the benchmark indicator". 3.2.2. Investment policy In line with … or approaches based on selectivity in relation to a benchmark investment universe, the criteria to be allowed to … |
14 December 2023 | Policy | Position - Recommendation DOC-2012-19 … units), business consultancy and financial analysis, or benchmark administration. It should be noted that the … extension of the asset management company's main activity. Benchmark administration is defined in Regulation (EU) … account), business consultancy and financial analysis, or benchmark administration. It should be noted that the … |
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