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SFI Managing International Asset Management

The «SFI Managing International Asset Management Program» provides asset management executives and investment specialists with an integrated and systematic view of the current and future challenges of the industry. The program strengthens the leadership and management of global asset management firms focusing on institutional investors.

SFI brings together a dynamic international faculty, industry leaders, and excellent participants to discuss and learn together. While academics focus on integrating theory, expert practitioners illustrate real-world applications from the front line. In addition to the overarching objective of deepen participants' understanding of asset management in a holistic manner, the main goals of the program are to:

  • critically discuss new strategies for growing asset management firms in this complex and challenging environment
  • explore new investment strategies and techniques and learn about new asset allocation trends
  • broaden knowledge about new distribution models and organizational trends across the business

These objectives are based on an in-depth survey of the industry and many discussions with top leadership of asset management firms. Therefore the program will be divided into three 4-day thematic blocks:

  • Strategic Challenges
  • Organization and Distribution
  • Products and Investment Strategies

Certificate of Advanced Studies (CAS) with a focus on Asset Management

Participants can also attend the program with obtaining an academic further continuing education degree. The «CAS in Banking with a focus on Asset Management» is conducted together with the «SFI Managing International Asset Management Program» and requires taking exams and authoring a research paper. Please see www.sfi.ch/casam for more information.

Contents, Dates and Topics 2018

In this year’s program, there are three overarching modules which need addressing by Asset Management executives:

  • Strategic Challenges
  • Distribution and Organization Issues
  • Products & Investment Strategies

All of these topics are equally important.

Strategic Challenges

Asset management is heavily affected by the current and future macro-economic situation. Current and future asset management strategies and challenges are discussed at length. We view regulation from two perspectives, both as an opportunity and a threat. Asset managers must be well versed in how to deal with clients, so we have a day focusing on client delight. As we look forward, the topics of big data, smart data and fintech opportunities are presented and discussed.

Organization and Distribution

Not only what we do is changing, but how we do it as well. In this block, we focus on change management – both people and processes – performance reporting, fiduciary responsibility, risk management as well as future distribution models of asset management.

Products & Investment Strategies

As markets are characterized by increasing volatility and decreasing returns, we review the asset allocation process, behavioral finance models for asset managers, as well as new product classes and innovation in asset management. We discuss several investment philosophies in depth: factor-based investing, risk-based investing, and impact investing and have a special sessions on pension funds, real estate, managed futures and private equity.

Dates Topics Morning Session Topics Afternoon Session
Block I
Strategic Challenges
   
26.06.2017 Global Macro Environment Views on the Future
27.06.2017 Strategy & Regulation (I) Strategy & Regulation (II)
28.06.2017 New Product Classes + Product Innovation Strategy & Regulation (III)
29.06.2017 Industrialization + Transformation of AM Fiduciary Responsibility + Governance
     
Block II
Organization and Distribution
   
28.08.2017 Risk Management at AM Firms Performance Reporting
29.08.2017 Change Management (I) Change Management (II)
30.08.2017 Client Delight (I) Client Delight (II)
31.08.2017 Client Services & Blockchain Solutions for AM Firms (I) Client Services & Blockchain Solutions for AM Firms (II)
     
Block III
Products and Investment Strategies
   
06.11.2017 Asset Allocation Models Systematic Investment Management & Managed Futures
07.11.2017 Behavioral Finance & Model Construction Factor Based & Risk Based Investing
08.11.2017 Private Equity & Impact Investing Real Estate as an Asset Class
09.11.2017 Portfolio Simulation (I) Portfolio Simulation (II)

Dates 2018

The program will take place on the following dates:

  • 25. – 28.06.2018: Block I - Strategic Challenges
  • 27. – 30.08.2018: Block II - Organization and Distribution
  • 05. – 08.11.2018: Block III - Products and Investment Strategies

Registration deadline is May 25, 2018. Subject to change. Further information will follow soon.

Speakers and Methodology

The «SFI Managing International Asset Management Program» covers topics from a theoretical as well as from a practical perspective. While the participants acquire fundamental knowledge in a self-study phase, during the classroom sessions, selected university professors with close contact to the financial industry focus on the practical implementation of the theoretical approaches.

In addition, proven practitioners present their opinions, based on which the practical implementation of the theory will be reviewed and discussed. A mix of lectures, group discussions, workshops and moderated dialogues will be utilized with a heavy focus on discussion amongst faculty and participants.  The discussions both during the group work and in the plenary sessions do not only promote the exchange of experiences, but also help participants to extend their personal network.

Please see the brochure for more information on the speakers.

Target Audience and Admission

The program is targeted at senior asset management executives having a minimum of 10 years of experience, with five years in a managerial role. Participants come from banks, institutional Asset Managers, Pension Funds, Insurance firms, consulting firms and other institutional asset management firms. Admission is limited and is determined on a competitive basis in order to guarantee the quality of the program.

Course Structure

The «SFI Managing International Asset Management Program» is an intensive program consisting of three 4-day blocks, which will take place in Zurich.

Each module is led by a renowned academic and includes many guest speakers. Each day begins with a review of the status quo of the specific topic, both in regard to academic research and practice, and quickly moves into the current challenges.

The program contains an intensive simulation on portfolio management which covers all of the topics of the program.

The course is conducted in English.

Certification

On completion of the program, participants will receive a certificate issued by Swiss Finance Institute. Based on SFI‘s cooperation with the CFA Society Switzerland, for the attendance of the program participants that are members of CFA Institute will be awarded 40 CE points.

Course Fees

The course fee is CHF 13’900.- (incl. VAT) and is payable before the program begins. The fee covers tuition, course materials, lunches, refreshments, and official events during the program. It does not include evening meals, hotel, or travel expenses.

Certificate of Advanced Studies (CAS) with a focus on Asset Management

Participants can also attend the program with obtaining an academic further continuing education degree. The «CAS in Banking with a focus on Asset Management» is conducted together with the «SFI Managing International Asset Management Program» and requires taking exams and authoring a research paper. Please see www.sfi.ch/casam for more information.

SFI Spotlight Courses

Participants have the possibility to attend single 4-day blocks as SFI Spotlight Courses. For the attendance of the course a Certificate issued by the Swiss Finance Institute will be awarded.

For more information on these Spotlight Courses please see: www.sfi.ch/spotlightsinternational.