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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 Â鶹´«Ã½ÔÚÏß (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 came 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.

To align this self-regulation with the objectives of the Federal Council, AMAS established self-regulation 2.0 which became effective on 1 September 2024. Consequently, self-regulation 2.0 is a further development of self-regulation 1.1 (as at 1 November 2023). The working versions (track-change) are also available and highlight the changes made.