-GIPS

This year, we continued our active engagement with CFA Institute’s Advocacy team, which underwent a restructuring following the closure of the Brussels office and the arrival of Alex Lehman, Director for EU Capital Markets Policy. We played an active role in the EU Steering Committee, a collaborative body comprising all European CFA Societies, tasked with identifying and selecting research projects in partnership with CFA Institute that are both timely and impactful. We are proud to have proposed one of the three projects selected for follow up in the coming year: the integration of transition risk into sovereign bond portfolios for asset allocation, an initiative that builds on previous research authored by Inès Barahhou, CFA.

 

As part of our commitment to informing members on key regulatory developments, we hosted a well attended session exploring how anti greenwashing regulations are reshaping the ESG investment landscape. Hortense Bioy, CFA, Head of ESG at Morningstar, delivered expert insights on evolving regulatory frameworks, including anticipated outcomes from the SFDR review in the EU, updates on the UK’s SDR labelling regime, and comparisons with other jurisdictions. The session also provided a forward looking analysis of the projected structure of ESG funds by 2025, examining trends in fund types, strategies, and asset flows.

 

In addition, we:

  • Shared the CFA Institute Asset Owner Survey (July 2024) with our members

  • Led a working group to develop and adopt the French addendum to the CFA Institute European DEI Code

  • Participated in the Annual GIPS Standards Conference (Confluence)

  • Engaged in several discussions with the AMF, including on inclusion with Jessica Reyes and sustainability with Viet Linh Nguyen

  • Committed to support the AMF during IOSCO’s Investor Week in 2026

  • Responded to key consultations, including:

    • SBTi’s consultation on Developing the Financial Institutions Net Zero Standard

    • GFANZ’s consultation on Index Guidance to Support Real Economy Decarbonisation

    • The UK Taxonomy consultation, bringing a European perspective to inform CFA Society UK’s response

  • Continued our technical collaboration on the XBRL project with CFA Institute

GIPS in France

​Since September 2016, CFA Society France and the Association Française de la Gestion financière (AFG,http://www.afg.asso.fr) are proud country sponsors of the GIPS standards and are committed to the promulgation and creation of the Standards in France.

In France, 16 firms have submitted their claim of compliance to us. ​