Self-regulation on transparency and disclosure for sustainability-related collective assets
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.
26 September 2022
(Update on 20 December 2022)
Selbstregulierung zu Transparenz und Offenlegung bei Kollektivvermögen mit Nachhaltigkeitsbezug vom 26. September 2022
(Version 2 - Stand am 20. Dezember 2022)
(il documento non è disponibile nella lingua corrente Italiano, ma in un'altra lingua)
Self-regulation on sustainability(il documento non è disponibile nella lingua corrente Italiano, ma in un'altra lingua)
Sustainable finance: AMAS introduces a self-regulation for asset managers and producers of collective investment products(il documento non è disponibile nella lingua corrente Italiano, ma in un'altra lingua)