Press releases

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

Basel, 26 September 2022 – The Asset Management Association Switzerland (AMAS) continues to raise the bar for quality and transparency of sustainable assets managed collectively with its new self-regulation framework for sustainable finance. This framework lays down the organisational requirements for financial institutions, as well as for product design and disclosures to investors. With this voluntary self-regulation framework, AMAS raises the standards of the Swiss financial centre in sustainable finance, both in Switzerland and abroad.

The Asset Management Association Switzerland (AMAS) believes its key roles include raising the standards of the Swiss asset management industry in sustainable finance and taking initiatives to continuously enhance the framework conditions for designing and managing collective sustainable investment products.

AMAS is now taking another important step in self-regulation of transparency and disclosure standards in sustainable collective asset schemes. “Self-regulation enhances the quality of collectively managed sustainable assets through binding standards, while improving transparency through comprehensive documentation and reporting obligations”, said Iwan Deplazes, Chairman of AMAS.

For the first time, financial institutions that design and manage collective sustainable investment products will be subject to binding and self-regulated standards, along with disclosure obligations. Non-AMAS members may join this framework.

The key points of the self-regulation framework:

• Asset management firms must be sufficiently familiar with sustainable issues at the level of their management and supervisory bodies and at the operating level, and ensure that infrastructure and resources are in place for meeting the investment strategy’s sustainability requirements.

• It lays down an all-encompassing obligation to document sustainability policies and approaches, as well as the metrics, datapoints and analysis tools used in the investment strategy and process. The principles of actively practiced stewardship must also be explained.

• Exclusions or incorporation of ESG criteria are no longer sufficient to deem a financial product “sustainable”.

• Firms are required to report to investors in a way that makes sustainability goals transparent, using comparable indicators.

“With this self-regulation framework, the Swiss asset management industry is making a crucial contribution to sustainability, in accordance with the guidelines of the Swiss Federal Council’s financial market strategy and the common goal of positioning Switzerland as a leading hub for sustainable finance”, said Adrian Schatzmann, CEO of AMAS.

The voluntary self-regulation framework was developed under a broad-based approach. 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.

More information on Self-regulation managing sustainable assets here.

2022

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Medienmitteilung 11/2022

Strong Swiss asset management tackles major challenges

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Media Release 10/2022

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

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Media Release 09/2022

Swiss Asset Management Study 2022 – Stimulating economic growth and contributing to a sustainable pensions system

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Media Release 08/2022
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Media Release 07/2022

Swiss fund market: market distortions cause volume to shrink

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Media Release 06/2022

Switzerland leads the way with launch of Swiss Climate Scores for financial investments

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Medienmitteilung 05/2022

AMAS führt umweltrelevante Kennzahlen für Schweizer
Immobilienfonds ein

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DE FR
Medienmitteilungen 04/2022

Pensionskassenvermögen im Jahr 2021: 3. Beitragszahler steuert 85 Milliarden Franken bei

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Media release 03/2022

Sustainable finance: AMAS is committed against greenwashing

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Media release 02/2022

Fund market balance of the first quarter 2022

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Media release 01/2022

Investment manager for private markets and audit company join AMAS

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2021

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Media release 16/2021

Record growth in the Swiss fund market

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Media release 15/2021

AMAS joins Net Zero Asset Managers Initiative

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Media release 14/2021

AMAS welcomes the decision in the National Council to introduce the innovative fund category L-QIF

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Media release 13/2021

iCapital Network and Banque Heritage join Asset Management Association Switzerland

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Media release 12/2021

Asset Management Association Switzerland (AMAS) and Swiss Sustainable Finance (SSF) publish Recommendations on Minimum Requirements and Transparency for Sustainable Investment Products

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Media release 11/2021

Continuous inflows in the Swiss fund market

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Media Release 10/2021

Asset Management Association Switzerland wächst

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Media release 09/2021

Positive outlook for Swiss asset management

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Media release 08/2021

Swiss Asset Management Study 2021 – Strong growth in a challenging year

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Media release 07/2021

Swiss fund market reports pleasing half-yearly result

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Media release 06/2021

Swiss fund market posts further growth

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Media release 05/2021

Swiss fund market posts slight gain

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Media release 04/2021

Swiss fund market posts further gains

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Media release 03/2021

Swiss fund market growing again

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Media release 02/2021

Swiss fund market posts slight gain thanks to new money

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Media Release 01/2021

Swiss fund market posts growth of approximately CHF 90 billion in 2020

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