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Self-regulation on transparency and disclosure for collective assets referring to sustainability

As part of its mission to further strengthen the core role in sustainable finance of the Swiss asset management industry, the Asset Management Association Switzerland (AMAS) is taking the lead by laying down the framework conditions for manufacturing and managing sustainable collective investments.

With this in mind, AMAS has developed a principle-based self-regulation for sustainable asset management. For the first time, institutions that produce and manage sustainable financial products will be subject to binding organisational, reporting and disclosure obligations.

AMAS has taken a principle-based approach to develop this self-regulation for its members. It will come into force on 30 September 2023. With its explicit references to both institutional and product levels, it dovetails with the self-regulation process of client advisory that the Swiss Bankers Association has introduced.

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Self-regulation on transparency and disclosure for collective assets referring to sustainability

As of 26 September 2022

(the document is not available in the current language Englisch, but in another language)
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Circular 07/2022

Self-regulation on sustainability

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Frequently asked questions (FAQ)

Selbstregulierung zu Transparenz und Offenlegung bei Kollektivvermögen mit Nachhaltigkeitsbezug vom 26. September 2022
(as of 26 September 2022)

(the document is not available in the current language Englisch, but in another language)
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Fact Sheet: Self-regulation on transparency and disclosure for collective assets referring to sustainability
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Media Release 10/2022

Sustainable finance: AMAS introduces a self-regulation for asset managers and producers of collective investment products