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SFI-Capco Institute Banking & Finance Forum
Plan ahead for the SFI-Capco Institute Banking & Finance Forum
7th Swiss Asset Management Day
GBI - The New Game / Alpha vs. Beta in a Digital World
13th SFI Annual Meeting
13th Annual Meeting of SFI

SFI Spotlight Course
Strategic Challenges in Asset Management

The asset management industry is heavily affected by the current and future macro-economic situation. In this SFI Spotlight Course current and future asset management strategies and challenges are discussed. We view regulation from two perspectives, both as an opportunity and a threat. As we look forward, the topics of smart data, fintech opportunities, industrialization and transformation are discussed. This SFI Spotlight course enables you to critically discuss new strategies for growing asset management firms in this complex and challenging environment.


  • Global Macro Environment
  • Views on the Future
  • Strategy & Regulation
  • Porfolio Simulation
  • Industrialization + Transformation of AM
  • Strategy Messages from the C-Suite

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 «Strategic Challenges in Asset Management» consists of 4-days pf 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.


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 «Strategic Challenges in Asset Management» takes place from June 25 – 28, 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.