Non-guaranteed investment: regulatory definition and obligations of participants

The growth of unlisted assets and the diversification of distribution channels are making unsecured investment services increasingly important in capital-raising operations. Given the sophistication of distribution arrangements, the use of an investment services provider (ISP) or its tied agent offers a structured framework, ...
/ Avis d'expert, Regulation, Featured

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Latest publications

LBP AM European Private Markets recruits Gaëlle Allet

LBP AM European Private Markets (€9.3 billion of funds raised at the end of June), LBP AM's European private assets platform, has announced the recruitment of Gaëlle Allet as product specialist. She joins from Allianz Global Investors, where she ...
/ Appointment

Kaleon launches second IPO of the year in Paris

The Italian company, which specialises in managing the cultural heritage of Lake Maggiore, has announced a capital increase of at least €15 million on Euronext Growth in Paris and Milan. The aim is to develop new tourist sites in a sector ...
/ Operation

Less and less receptive to ESG rhetoric, savers want something local and concrete

Institutional investors continue to support the energy transition. But the environmental and social dimensions remain marginal in the investment criteria of the French, who are nonetheless concerned about climate change. Professionals need to make themselves better understood by retail investors and respond to their demands ...
/ Regulation, Strategy, Trend

Avis d'expert

Placement non garanti : définition réglementaire et obligations des acteurs

L’essor des actifs non cotés et la diversification des canaux de distribution confèrent une importance croissante au service de placement ...
/ Avis d'expert, Règlementation, Une

Plus près des étoiles

Par Christophe Pouchoy, gérant d’Echiquier Space, La Financière de l’Échiquier (LFDE)  Fabrication en microgravité, stations spatiales privées, données satellitaires… Le ...
/ Avis d'expert, Partenariat

Affaire Eternam : la requalification des club deals en FIA, un tournant majeur pour la régulation de la gestion d’actifs

Le 9 septembre 2025, la commission des sanctions de l'Autorité des marchés financiers (AMF) a condamné la société de gestion ...
/ Avis d'expert, Règlementation

Liberté d’expression politique et abus de marché : la CJUE invitée à arbitrer entre débat public et protection des émetteurs

Dans une décision à venir aux forts enjeux, la juridiction européenne doit déterminer le niveau de protection accordé aux responsables ...
/ Avis d'expert, Règlementation

Du sommet à la côte : investir dans un tourisme à la croisée des chemins

Entre adaptation climatique et quête de sens, le tourisme se redéfinit. Pour les investisseurs responsables, ce secteur en mutation offre ...
/ Avis d'expert, Partenariat
Voir tous les avis d'expert

Strategy

Less and less receptive to ESG rhetoric, savers want something local and concrete

Institutional investors continue to support the energy transition. However, the environmental and social dimensions remain marginal in the investment criteria of ...
/ Regulation, Strategy, Trend

Will the “Students Challenge” participants overcome their behavioural biases?

Natixis IM is inviting international students to take part in the sixth edition of its investment management ...
/ Operation, Strategy

“There is nothing to stop a Tibi fund investing 100% in US equities”.”

[Finascope interview] Jacques-Aurélien, co-head of equity management at Edmond de Rothschild Asset Management and manager of the Big Data fund, ...
/ Innovation, Strategy

Infrastructure confirms its appeal in an uncertain environment

The ninth edition of Paris Infraweek takes place from 3 to 7 November. The recent fund-raising by ...
/ Strategy, Trend

MP Eric Ciotti proposes allowing crypto-assets to be held in PEAs

The chairman of the UDR, allied with the Rassemblement National, has tabled a bill to bring France into the European Union.
/ Innovation, Strategy
See all Strategy articles

Regulation

Non-guaranteed investment: regulatory definition and obligations of participants

The growth of unlisted assets and the diversification of distribution channels are giving increasing importance to the investment service ...
/ Avis d'expert, Regulation, Featured

Less and less receptive to ESG rhetoric, savers want something local and concrete

Institutional investors continue to support the energy transition. However, the environmental and social dimensions remain marginal in the investment criteria of ...
/ Regulation, Strategy, Trend

ACPR and AMF help professionals to take account of customers' sustainability preferences

The ACPR and the AMF have jointly developed a pragmatic supervisory approach aimed at facilitating the effective application of regulatory requirements ...
/ Press release, Regulation

Sustainability report (CSRD) and duty of care (CS3D): MEPs support simplification

Sustainability reporting has been streamlined and is only mandatory for the largest companies. Obligations linked to the duty to ...
/ Press release, Regulation

Eternam case: the reclassification of club deals as FIAs, a major turning point for the regulation of asset management

On 9 September 2025, the Enforcement Committee of the Autorité des marchés financiers (AMF) condemned the asset management company ...
/ Avis d'expert, Regulation
See all articles Regulation

Operation

Kaleon launches second IPO of the year in Paris

The Italian company, which specialises in managing the cultural heritage of Lake Maggiore, has announced a capital increase of at least ...
/ Operation

Real estate and cryptos: an unprecedented transaction without conversion into euros

Valued at over €500,000, the sale of a residential property combines payment in ether and stablecoin with ...
/ Innovation, Operation

Several development institutions invest in Ardian's “nature” fund

Launched in September 2023, the Averrhoa NBS strategy is aimed at funding projects to restore forests, wetlands ...
/ Operation

Will the “Students Challenge” participants overcome their behavioural biases?

Natixis IM is inviting international students to take part in the sixth edition of its investment management ...
/ Operation, Strategy

IVO Capital Partners launches a new litigation financing fund

IVO Legal Strategies Fund IV is targeting €150 million in assets under management and the financing of 40 different types of litigation. Entrepreneur Invest launches ...
/ Operation
See all articles Operation

Innovation

Real estate and cryptos: an unprecedented transaction without conversion into euros

Valued at over €500,000, the sale of a residential property combines payment in ether and stablecoin with ...
/ Innovation, Operation

“There is nothing to stop a Tibi fund investing 100% in US equities”.”

[Finascope interview] Jacques-Aurélien, co-head of equity management at Edmond de Rothschild Asset Management and manager of the Big Data fund, ...
/ Innovation, Strategy

The Eurosystem launches the next stage of the digital euro project

The new phase involves completing the technical preparations for the launch of the first issue. If ...
/ Press release, Innovation

MP Eric Ciotti proposes allowing crypto-assets to be held in PEAs

The chairman of the UDR, allied with the Rassemblement National, has tabled a bill to bring France into the European Union.
/ Innovation, Strategy

Lise inaugurates Europe's first tokenised stock exchange

Co-founded at the end of 2017 and headed by Mark Kepeneghian, Lightning Stock Exchange (Lise) has just obtained its authorisation from the ACPR in the...
/ Innovation, Regulation
See all Innovation articles

Trend

Less and less receptive to ESG rhetoric, savers want something local and concrete

Institutional investors continue to support the energy transition. However, the environmental and social dimensions remain marginal in the investment criteria of ...
/ Regulation, Strategy, Trend

Initial public offerings: public support fails to revive the machine

Although not binding on management companies, public initiatives such as the Tibi funds or the fund of funds of ...
/ Trend

Anti-money laundering: Tracfin overwhelmed by suspicious transaction reports

At the third edition of the forum organised by the anti-money laundering and combating the financing of terrorism ...
/ Regulation, Trend

Climate transition: “France is not one of the most advanced European countries”.”

With COP30 due to kick off next week in Belem, Brazil, Ethifinance has conducted a survey of 2767 companies ...
/ Regulation, Trend

Individuals remain very active on the markets in the third quarter of 2025

The number of equity investors remained at a high level in the last quarter, while ETF activity ...
/ Press release, Trend
See all Trend articles

Communiqués

L’ACPR et l’AMF accompagnent les professionnels dans la prise en compte des préférences de durabilité des clients

L’ACPR et l’AMF ont conjointement élaboré une approche de supervision pragmatique, visant à faciliter une application efficace des exigences réglementaires ...
/ Communiqué, Règlementation

Rapport sur la durabilité (CSRD) et devoir de vigilance (CS3D): les députés soutiennent la simplification

Les rapports sur la durabilité sont allégés et seulement obligatoires pour les plus grandes entreprises. Les obligations liées au devoir ...
/ Communiqué, Règlementation

La Commission des sanctions de l’AMF sanctionne un conseiller en investissements financiers et ses deux dirigeants

Dans sa décision du 5 novembre 2025, la Commission des sanctions a infligé à Carat GP et ses dirigeants, MM ...
/ Communiqué, Règlementation

Les particuliers restent très actifs sur les marchés au troisième trimestre 2025

Ce dernier trimestre, le nombre d’investisseurs en actions s’est maintenu à un niveau élevé, tandis que l’activité sur les ETF ...
/ Communiqué, Tendance

La BCE laisse ses taux directeurs inchangés

Le Conseil des gouverneurs a décidé ce jour de laisser inchangés les trois taux d’intérêt directeurs de la BCE. L’inflation ...
/ Communiqué
Voir tous les communiqués

Appointments

LBP AM European Private Markets recruits Gaëlle Allet

LBP AM European Private Markets (€9.3 billion of funds raised at the end of June), the European private asset platform of ...
/ Appointment

Gabrielle Capron, Senior Analyst at Crédit Mutuel Asset Management

Crédit Mutuel Asset Management, a company in the La Française group (Crédit Mutuel Alliance Fédérale group), announces the arrival of Gabrielle Capron, 52 ...
/ Appointment

Romain de Beco, Head of Distribution and Insurance for the French market at Natixis IM

Natixis Investment Managers (€1,300 billion in assets under management) has announced the appointment of Romain de Beco, 40, as ...
/ Appointment

Ombeline Michallet, Quantitative Manager at Crédit Mutuel Asset Management

Crédit Mutuel Asset Management, the asset management company of the La Française group (160 billion in assets under management and 1,000 employees), has announced ...
/ Appointment

Patrick Archer leaves BlackRock for Broadridge

Patrick Archer has been appointed head of buy-side sales at Broadridge Financial Solutions for France, Switzerland, Belgium, the Netherlands and ...
/ Appointment
See all nominations