News

Asset management explained header
  • June 17, 2021
    Implementation of FinSA/FinIA – publication of revised guidelines – initially without FINMA recognition as minimum standard

    The industry has entered the final phase of implementing the FinSA and FinIA. The transition periods specified in the FinIA for existing licensees expired at the end of 2020. The FinSA, meanwhile, gives financial service providers until the end of 2021 to implement its new rules. The transitional provisions additionally specify deadlines for phasing out certain provisions of the old CISA. These also expire on 31 December 2021.

    As part of our ongoing effort to finalize the implementation of the FinSA and FinIA, the following Asset Management Association Switzerland guidelines have been revised: the Code of Conduct, the Guidelines for real estate funds, and the technical guidelines (Guidelines for money market funds, Guidelines on the valuation of assets and the handling of valuation errors, Guidelines on the calculation and publication of performance data, Guidelines on the calculation and disclosure of the TER). The provisions of the old Transparency Guidelines were also revised and integrated into the revised Code of Conduct. The Distribution Guidelines of 22 May 2014 and the KIID Guidelines of 20 January 2012 will cease to apply as of 31 December 2021.

    Guidelines (valid as of 1 January 2022)
  • June 10, 2021
    Council of States adopts draft L-QIF law with overwhelming majority

    On Wednesday, 9 June 2021, the Council of States adopted the draft law on the limited qualified investor fund (L-QIF) by 41 votes to zero (with one abstention). This is an outstanding result for the draft, a huge success for the Asset Management Association Switzerland, and an important signal for both our industry and the Swiss financial sector as a whole.
    The L-QIF is intended to enhance Switzerland’s competitiveness as a location for funds and asset management by sparking a renewed increase in the number of collective investment schemes launched in Switzerland.

    Limited Qualified Investor Fund L-QIF
    Link to Moser notion
  • May 20, 2021
    Fund Market Statistics – April 2021

    In April 2021, the volume of assets placed in the investment funds covered by the statistics compiled by Swiss Fund Data AG and Morningstar stood at CHF 1,428.0 billion. This corresponds to a month-on-month increase of CHF 9.2 billion or 0.6%. Net inflows totaled CHF 5.3 billion.

    Press releases
  • May 12, 2021
    We are hiring!

    We are looking for a (Senior) Legal Counsel for our office.

    To the profile (German version only)
  • April 21, 2021
    Fund Market Statistics – March 2021

    In March 2021, the volume of assets placed in the investment funds covered by the statistics compiled by Swiss Fund Data AG and Morningstar stood at CHF 1,416.7 billion. This corresponds to a month-on-month increase of CHF 45.0 billion or 3.3%. Net outflows totaled CHF 1.1 billion.

    Press releases
  • April 20, 2021
    New members

    The Board of Directors and the Executive Board are very glad to welcome the following new members:

    - Lucht Probst Associates GmbH

    - PAX ASSET MANAGEMENT AG

    - Swiss Re Insurance Linked Investment Management Ltd

    - Wenger & Vieli AG

    List of members
  • March 31, 2021
    Updated VAT Info 14 “Financial Sector”

    The Federal Tax Administration (FTA) published an update of its VAT practices regarding collective investment schemes on 30 March 2021. VAT Info 14 “Financial Sector” has been amended in line with the new financial market legislation framework and terminology following the entry into force of the Financial Services Act and Financial Institutions Act. This has not resulted in any material changes to the FTA’s existing VAT practices.

    To view the changes, first click on the link "Webbasierte Publikationen MWST / Publications de la TVA basée sur le web", then on "Änderungen / Modifications". Enter the dates "29.03.2021 to 30.03.2021" into the boxes "Publikationsdatum / Date de la publication" and click on the button "Anzeigen / Afficher".

    Link
  • March 25, 2021
    Annual Report 2020

    The AMAS Annual Report 2020 is online.

    Annual reports
  • March 17, 2021
    Fund Market Statistics – February 2021

    In February 2021, the volume of assets placed in the investment funds covered by the statistics compiled by Swiss Fund Data AG and Morningstar stood at CHF 1,368.4 billion, an increase of CHF 24.6 billion or 1.8% month-on-month. Net inflows totaled CHF 3.8 billion.

    Press releases
  • March 16, 2021
    Wir suchen Verstärkung!

    Für unsere Geschäftsstelle suchen wir einen oder eine Junior Analyst/in Asset Management (80-100 %). Sie erhalten einen umfassenden Einblick in eine der attraktivsten Branchen der Schweiz und können sich ein breites Netzwerk aufbauen. Ein spannendes, dynamisches Umfeld, in welchem Sie viel bewegen können, erwartet sie.

    Stelleninserat