ESMA Guidelines on Alternative Performance Measures

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Consultation
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Reasons for publication

In October 2005, the Committee of European Securities Regulators (CESR), ESMA’s predecessor body, published a Recommendation on Alternative Performance Measures (“CESR Recommendation” CESR/05-178b). The CESR Recommendation was issued mainly in order to reinforce the objectives of Regulation (EC) No 1606/2002 of the European Parliament and of the Council of 19 July 2002 on the application of international accounting standards.

Given the CESR Recommendation has now been in force for more than 8 years, ESMA has decided to review it with the objective of strengthening the principles contained in it. ESMA now plans to re-issue the principles as ESMA [draft] guidelines thus ensuring that issuers and NCAs will make every effort to com-ply with them.

Contents

ESMA is issuing this Consultation Paper (CP) to inform market participants about the background to its decision to revise the CESR Recommendation and seek their views on such revision.

Section II “Introduction” indicates the reasons for which ESMA believes that these [draft] guidelines on APMs should be issued.

Section III “Scope and purpose of the [draft] guidelines” indicates when the [draft] guidelines apply and how these [draft] guidelines interact with financial statements.

Section IV “Compliance and reporting obligations” describes how issuers and NCAs should comply with the [draft] guidelines.

Section V “[Draft] Guidelines on APMs (Background)” describes the rationale followed in preparing the [draft] guidelines and explanations on the principles provided, which are included in full in Annex III.

ESMA would appreciate any comments and answers from stakeholders on the questions contained in the consultation paper. For your convenience, the questions are summarised in annex II.

Next steps

ESMA will consider the feedback it receives to this consultation in 2014 and expects to publish final guide-lines in the fourth quarter of 2014.

Activity Institution Download
Issuers GlaxoSmithKline plc
  • 11329
Banking Swedish Bankers' Association
  • 11354
Government, Regulatory and Enforcement Irish Auditing and Accountancy Supervisory Authority
  • 11356
Insurance and Pension German Insurance Association [GDV]
  • 11357
Others The Linde Group
  • 11358
Eumedion
  • 11359
Association of British Insurers
  • 11360
Investor Relations UCB
  • 11361
The Swedish Financial Reporting Board
  • 11362
Others BUSINESSEUROPE
  • 11363
German Banking Industry Committee
  • 11364
Individuals Hungarian Compliance Professionals Working Group
  • 11365
Issuers The 100 Group of Finance Directors
  • 11366
Others Confederation of Swedish Enterprise
  • 11367
Issuers Rio Tinto plc
  • 11368
Banking Deutsche Bank
  • 11369
Issuers Stagecoach Group plc
  • 11370
Others Association of General Counsel and Company Secretaries of FTSE 100 Companies (GC100)
  • 11371
Issuers MEDEF - ACTEO
  • 11372
Legal and Accountancy Grant Thornton International Ltd
  • 11373
Legal and Accountancy Compagnie nationale des commissaires aux comptes (France)
  • 11374
Legal and Accountancy Deloitte (European Economic Area member firms of DTTL)
  • 11375
International Federation of Accountants (IFAC)
  • 11376
Others CFA Society of the UK
  • 11377
Banking Danish Bankers Association
  • 11378
Others Finnish Institute of Authorised Public Accountants
  • 11379
Others ASSIREVI
  • 11380
Issuers Deutsches Aktieninstitut e.V.
  • 11381
PricewaterhouseCoopers
  • 11382
Issuers Association of Investment Companies
  • 11383
Government, Regulatory and Enforcement SIX Exchange Regulation
  • 11384
Issuers AFEP
  • 11385
Credit Rating Agencies Standard and Poor's Rating Services
  • 11386
Financial Reporting Council
  • 11387
Legal and Accountancy Chartered Accountants Ireland
  • 11388
FAR - The Institute for the Accountancy Profession in Sweden
  • 11389
Legal and Accountancy FSR - danske revisorer
  • 11390
Others Quoted Companies Alliance
  • 11391
Banking Portuguese Banking Association
  • 11392
Asset Management Investment Management Association
  • 11393
Legal and Accountancy KPMG IFRG Limited
  • 11394
London Stock Exchange Group
  • 11395
Others Danish Shareholders Association
  • 11396
MAZARS
  • 11397
Issuers SBM Offshore NV
  • 11398
Others Confederation of Danish Industry
  • 11399
ICAS
  • 11400
Insurance and Pension Insurance Europe & CFO Forum
  • 11401
Issuers SAP AG
  • 11402
DRSC e. V. (ASCG)
  • 11403
Others "World Intellectual Capital/Assets Initiative" (WICI) Global Network
  • 11409
ICAEW
  • 11417
Issuers European Issuers
  • 11467
Legal and Accountancy Federation of European Accountants
  • 11468
ANC
  • 11492
Others CRUF
  • 11969
Government, Regulatory and Enforcement EFRAG
  • 11970
Others Securities and Markets Stakeholders Group
  • 11971