Contents, Dates and Topics
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.
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.
||Topics Morning Session
||Topics Afternoon Session
||Global Macro Environment
||Views on the Future
||Strategy & Regulation (I)
||Strategy & Regulation (II)
||Porfolio Simulation (I)
||Porfolio Simulation (II)
||Industrialization + Transformation of AM
||Strategy Messages from the C-Suite
Organization and Distribution
||Risk Management at AM Firms
||Change Management (I)
||Change Management (II)
||Client Delight (I)
||Client Delight (II)
||Future Distribution Models for AM Firms
||Fiduciary Responsiblity & Governance
Products and Investment Strategies
||Factor Based & Risk Based Investing
||Behavioral Finance & Model Construction
||Private Equity & Impact Investing
||New Product Classes & Product Innovation
||Real Estate as an Asset Class
||Predicting the Future
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.
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.
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.
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 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/spotlights.