On 11 March 2020, the French regulatory authority (the Autorité des Marchés Financiers or AMF) published Position – Recommendation (DOC-2020-03) entitled ‘Information to be provided by collective investment schemes incorporating non-financial approaches’.  The Position – Recommendation details a series of AMF policy positions and recommendations for investor disclosures by retail funds which are authorised to market in France and incorporate non-financial objectives “e.g. SRI, ESG integration, responsible, sustainable, green, ethical, social, impact, low carbon”.

We have prepared a briefing summarising the key points from the Position – Recommendation relevant to Irish UCITS which disclose Non-Financial Objectives and whose shares are marketed to investors in France.

Please click here or on the image below to download the full briefing.