{"id":112943,"date":"2025-01-27T17:41:58","date_gmt":"2025-01-27T16:41:58","guid":{"rendered":"https:\/\/www.afg.asso.fr\/?p=112943"},"modified":"2025-02-04T11:45:09","modified_gmt":"2025-02-04T10:45:09","slug":"lamf-se-conforme-aux-orientations-de-lesma-et-met-a-jour-sa-doctrine-2020-03","status":"publish","type":"post","link":"https:\/\/www.afg.asso.fr\/fr\/lamf-se-conforme-aux-orientations-de-lesma-et-met-a-jour-sa-doctrine-2020-03\/","title":{"rendered":"L\u2019AMF se conforme aux orientations de l\u2019ESMA et met \u00e0 jour sa doctrine 2020-03"},"content":{"rendered":"\n<p>L\u2019AMF a annonc\u00e9 le 2 janvier 2025 se conformer aux orientations de l\u2019ESMA (publi\u00e9es en mai 2024) sur la <strong>d\u00e9nomination des fonds <\/strong>. Ainsi, l\u2019AMF modifie sa position recommandation AMF DOC 2020-03 et l\u2019ajuste afin d\u2019int\u00e9grer les \u00e9l\u00e9ments concernant la d\u00e9nomination des fonds contenant des termes li\u00e9s aux crit\u00e8res environnementaux, sociaux et de gouvernance ou \u00e0 la durabilit\u00e9.<br><br>Voici les principales modifications :<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>L\u2019AMF indique appliquer les orientations de l\u2019ESMA mais elles sont \u00e0 mettre en \u0153uvre en compl\u00e9ment des principes de la doctrine DOC 2020-03;<\/li>\n\n\n\n<li>Les crit\u00e8res existants sur la d\u00e9nomination des fonds de la doctrine de l\u2019AMF ont \u00e9t\u00e9 remplac\u00e9s par les orientations de l\u2019ESMA;<\/li>\n\n\n\n<li>Le ratio d\u2019analyse extra-financier reste inchang\u00e9 \u00e0 hauteur de 90%;<\/li>\n\n\n\n<li>Seul des mentions neutres et succinctes du respect des orientations de l\u2019ESMA et de SFDR dans les sections \u00abAutre\u00bb du DICI ou DIC sont autoris\u00e9s;<\/li>\n\n\n\n<li>Suppression de cette doctrine des mentions relatives au Code de transparence et de la plupart des mentions concernant le Label ISR.<\/li>\n<\/ul>\n\n\n\n<p>Pour rappel, les orientations de l\u2019ESMA s\u2019appliquent depuis le 21 novembre 2024 pour les nouveaux fonds et \u00e0 partir du 21 mai 2025 pour les fonds existants.<\/p>\n\n\n\n<p class=\"has-border-background-color has-background\"><strong>La mise \u00e0 jour de la doctrine 2020-03 de l\u2019AMF entre en application imm\u00e9diatement.<br>Vous trouverez <a href=\"https:\/\/www.amf-france.org\/fr\/actualites-publications\/actualites\/lamf-met-jour-sa-doctrine-la-suite-de-sa-decision-de-se-conformer-aux-orientations-de-lesma-sur-le\">ici la doctrine 2020-03 de l\u2019AMF mise \u00e0 jour.<\/a><\/strong><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>L\u2019AMF a annonc\u00e9 le 2 janvier 2025 se conformer aux orientations de l\u2019ESMA (publi\u00e9es en mai 2024) sur la d\u00e9nomination&hellip;<\/p>\n","protected":false},"author":35,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_gspb_post_css":"","wds_primary_category":5,"footnotes":""},"categories":[5],"tags":[],"thematics":[41],"top_contenu":[44,45],"class_list":["post-112943","post","type-post","status-publish","format-standard","hentry","category-non-classifiee","thematics-finance-durable","top_contenu-top-contenu-espace-membre","top_contenu-top-contenu-home-page"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.afg.asso.fr\/fr\/wp-json\/wp\/v2\/posts\/112943","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.afg.asso.fr\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.afg.asso.fr\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.afg.asso.fr\/fr\/wp-json\/wp\/v2\/users\/35"}],"replies":[{"embeddable":true,"href":"https:\/\/www.afg.asso.fr\/fr\/wp-json\/wp\/v2\/comments?post=112943"}],"version-history":[{"count":0,"href":"https:\/\/www.afg.asso.fr\/fr\/wp-json\/wp\/v2\/posts\/112943\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.afg.asso.fr\/fr\/wp-json\/wp\/v2\/media?parent=112943"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.afg.asso.fr\/fr\/wp-json\/wp\/v2\/categories?post=112943"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.afg.asso.fr\/fr\/wp-json\/wp\/v2\/tags?post=112943"},{"taxonomy":"thematics","embeddable":true,"href":"https:\/\/www.afg.asso.fr\/fr\/wp-json\/wp\/v2\/thematics?post=112943"},{"taxonomy":"top_contenu","embeddable":true,"href":"https:\/\/www.afg.asso.fr\/fr\/wp-json\/wp\/v2\/top_contenu?post=112943"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}