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SFI Spotlight Course
Asset Management Organization and Distribution

Asset management is currently undergoing enormous changes. Not only what we do is changing, but how we do it as well. This Spotlight Course focuses on change management in both areas people and processes, client delight, performance reporting, fiduciary responsibility, risk management as well as future distribution models of asset management.

Contents

Topics
  • Risk Management at AM Firms
  • Performance Reporting
  • Change Management
  • Client Delight
  • Future Distribution Models for AM Firms
  • Fiduciary Responsiblity & Governance

Target Audience and Admission

This course is targets experienced executives in asset management, which have

  • Significant practical experience
  • Proven analytical skills
  • Strong English skills to follow the course and actively participate in the in course discussion

The number of participants for this Spotlight Course is limited. The program management decides on the final admission of candidates.

Course Structure

The SFI Spotlight Course “Asset Management Organization and Distribution” consists of 4-days of classroom training. While participants acquire fundamental knowledge in a self-study phase before the classroom training, during the course selected lecturers with close contact to the industry review first the status quo of the specific topic, both in regard to academic research and practice, and then move into current challenges.

Certification

On completion of the program, participants will receive a certificated issued by Swiss Finance Institute. A subsequent crediting of ECTS-points to the "CAS in Banking with a focus on Asset Management" is excluded.

Dates and Fees

The next SFI Spotlight Course “Asset Management Organization and Distribution” takes place from August 27 – 30, 2018. The course will take place in Zurich.

The course fee is CHF 4’900.-- (incl. VAT). The fee covers tuition, course materials, lunches and refreshments. It does not include evening meals, hotel, or travel expenses.