Regulatory data and information

Fund related regulatory documents and templates

Regulatory documents and templates

The European ESG Template (EET) is an indicative driven by FinDatEx (Financial Data Exchange Templates) – FinDatEx is a joint structure established by representatives of the European financial services sector with the view to coordinate, organise and carry out standardisation work to facilitate the exchange of data between stakeholders in application of European Financial markets legislation.

Legal Entity

Legal Entity

EET 1.1.1

EET 1.1.1

EET 1.1.2

EET 1.1.2

Legal Entity

All UBS Asset Management in-scope funds

EET 1.1.1

xls

EET 1.1.2

xls

Credit Suisse Funds

ASIP Excel Reporting

The Swiss Pension Fund Association ASIP launched a set of ESG reporting guidelines recommended for use by Swiss pension schemes as of 01.01.2023. The guidelines represent the ‘recommended’ industry solution for ESG transparency reporting including qualitative and quantitative assessments.
 
For the Credit Suisse Funds a PDF report was developed covering the metrics required by the ‘basic’ version of the ASIP guidelines. The reports can be downloaded from the AM Credit Suisse Funds page for the individual funds.
 
In addition, we provided the ASIP ‘basic’ and certain additional (advanced) metrics in form of an Excel report that you can access below for the broad Credit Suisse fund universe.