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Environmental indicators for real estate funds

At the UN Climate Change Conference in Paris at the end of 2015, a new agreement was signed for the period after 2020 under which all signatory states are obliged for the first time to reduce their greenhouse gas emissions. The aim of this agreement is to limit the average rate of global warming compared with pre-industrial levels. Switzerland ratified the Paris Agreement in October 2017. The Federal Council then adopted a report and guidelines on sustainability in the financial sector in June 2020 and parameters for mandatory climate reporting by large companies in August 2021. FINMA clarified the disclosure requirements in relation to climate-related financial risks for banks and insurers in May 2021 and published guidance on preventing and combating greenwashing in November 2021.

In view of these developments, the Asset Management Association Switzerland has also begun to address the subject of sustainability. Together with Swiss Sustainable Finance (SSF), it published key messages and recommendations on sustainable asset management in 2020, followed by recommendations on transparency and minimum requirements for sustainable investment approaches and products in 2021. Today it is publishing the environmental indicators for real estate funds that have been developed with the aid of its Real Estate Funds specialist committee.

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DE FR
Circular 04/2022

Environmental indicators for real estate funds

Specialist information factsheets and FAQ

EN
DE FR
Specialist information factsheet on the key figures of real estate funds

13 September 2016 (version as of 31 May 2022)

DE FR
SFAMA FI_d_Ausgabe Immobilienfondsanteile_100525_181221

Fachinformation "Ausgabe von Immobilienfondsanteilen" - 25. Mai 2010 (Stand am 21. Dezember 2018)

(the document is not available in the current language Englisch, but in another language)
DE FR
SFAMA Musterfondsvertrag Immo_FAQ_d_150526
Frequently Asket Questions zum Musterfondsvertrag für Immobilienfonds - 26 Mai 2015 (available in German & French only) (the document is not available in the current language Englisch, but in another language)

Templates (free of charge for members)

DE FR
SFAMA IMMO SIMPRO_d_Vereinfachter Prospekt Immobilienfonds_160601_170101

Vereinfachter Prospekt für schweizerische Immobilienfonds (Muster für einzelne kollektive Kapitalanlagen oder Teilvermögen eines Umbrellafonds) - 1. Juni 2016 (Stand am 1. Januar 2017)

(the document is not available in the current language Englisch, but in another language)

Fee: CHF 200.00