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.
|Dates||Topics Morning Session||Topics Afternoon Session |
| || |
|26.06.2017||Global Macro Environment||Views on the Future|
|27.06.2017||Strategy & Regulation (I)||Strategy & Regulation (II)|
|28.06.2017||Porfolio Simulation (I)||Porfolio Simulation (II)|
|29.06.2017||Industrialization + Transformation of AM||Strategy Messages from the C-Suite|
| || || |
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||Future Distribution Models for AM Firms||Fiduciary Responsiblity & Governance|
| || || |
Products and Investment Strategies
| || |
|06.11.2017||Managed Futures||Sustainable Investing|
|07.11.2017||Factor Based & Risk Based Investing||Behavioral Finance & Model Construction|
|08.11.2017||Private Equity & Impact Investing||New Product Classes & Product Innovation|
|09.11.2017||Real Estate as an Asset Class||Predicting the Future|
Speakers and Methodology
The «CAS in Banking with a focus on Asset Management» 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 «CAS in Banking with a focus on Asset Management» targets experienced executives in asset management. Participants typically have a minimum of 10 years of experience, including five years in a managerial role.
In accordance with the requirements of the degree partner, the University of Bern, Swiss Finance Institute has defined participants‘ profiles as follows:
- significant experience
- proven analytical skills
- academic background and professional qualifications
- strong English skills to follow the course and to actively participate in the in-course discussions
The number of participants for this program is limited. The program management decides together with the university partners on the final admission of the candidates. The following criteria are taken into consideration:
- Qualification according to the resume and the function
- Motivation of the candidate for participation in the program
The «CAS in Banking with a focus on Asset Management» is an intensive program consisting of three 4-day blocks of on-site training, an exam and an academically based paper. The program will take place in Zurich.
Each session 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.
In order to receive the «Certificate of Advanced Studies (CAS) in Banking with a focus on Asset Management» issued by the University of Bern (15 ECTS), participants must pass an exam that covers all modules of the program and takes place approximately one month after the core program has been completed.
Additionally, participants must author an academically based paper (approx. 15 pages) on a selected topic in the field of asset management within three months of the course closing.
The course fee is CHF 13‘900.- (incl. VAT) and is payable before the program begins. The fee covers tuition, course materials, lunches and refreshments, and official events during the program. It does not include evening meals, hotel, or travel expenses.
SFI Managing International Asset Management
Participants can also attend the program as an executive program without obtaining an academic degree. The «SFI Managing International Asset Management» program is conducted together with the «CAS in Banking with a focus on Asset Management» but does not require taking any exams or 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.