CFA Society France

A Member of the CFA Institute Global Network of Societies

Advocacy News Selection

	Type	Name	Modified
		CFA Institute on Electronic Format	30/12/2019 08:43
		defining-issues-15-24-changes-equity-method	30/12/2019 08:43
		Hans Hoogervorst_Performance reporting and the pitfalls of non-GAAP metrics	30/12/2019 08:43
		Réponse_Consultation Compétence_vfR	30/12/2019 08:43
		Réponse_Consultation Recherche_CFA Society France Vf	30/12/2019 08:43

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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