CFA Society France

A Member of the CFA Institute Global Network of Societies

More about Advocacy

Advocacy General

Conferences and Consultations

‭(Hidden)‬ Capital Markets and Asset Management

Advocating for clear and transparent disclosures

Providing clear and transparent disclosures is key for investors’ education and trust in financial markets.

Topic: Benchmarks and Indices:

Conference: ‘What’s new on indices, "smarts betas", active versus passive?’ - 24th April 2013
Benchmark and Indices - CFA Institute Issue Brief
Regulation: AMF Letter, with an overview of regulation on benchmarks and indices (page 6-9)
Regulation: ESMA “Guidelines on ETFs and Other UCITS issues” Section XIII (Financial Indices)

Topic: Best practice for ETFs

Conference: ‘Beyond physicals/synthetics. Where do we stand on Best Practice for ETFs?’ - 22d November 2012

Regulation: Latest ESMA Guidelines on ETFs and Other UCITS