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First ESG Survey in the Chilean Mutual Fund and Investment Industry

In November 2022, the CMF applied a questionnaire to mutual and investment fund management companies to evaluate the consideration of ESG criteria in the management of their investment portfolios. The analysis of the responses suggests that the industry is in the stage of integrating sustainable investments and ESG factors into its investment processes. Gaps were detected such as poor disclosure of information to investors about compliance with ESG criteria, lack of standard methodologies to evaluate this type of investments and lack of policies and procedures. This should improve as regulatory definitions advance at the international and local levels.

(Document in Spanish)

Categories: Recommended Readings
Author: Comisión para el Mercado Financiero (CMF)