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• Strategic Investment Consulting(selected)
  • Overview
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    • Overview
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  • Training(selected)
    • Overview
    • Training Cycle(selected)
    • Brush-Up Day
• Implementing the Investment Strategy
  • Overview
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  • Pension Fund Index
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  • Overview
  • Individual Affiliation Solution for a Collective Foundation
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• Depositary Bank Solutions

Training Cycle

Three days that pay off

Day 1: Occupational Pensions, BVG Update

• The basics of occupational pension provision
• The financial security of a pension fund
• Legal and regulatory developments
• The liability of the Board of Trustees

Day 2: Asset Classes and Financial Market Theory

• Risk and return, diversification and correlation
• Traditional investment instruments (equities, bonds, real estate)
• Alternative investment instruments (hedge funds, private equity, commodities)
• Derivatives

Day 3: The Management Tasks Performed by a Trustee, Risk Capacity

• The management tasks performed by a trustee
• Asset management in accordance with BVV2
• The risk capacity of a pension fund (asset and liability management)
• Setting the fluctuation reserve (target figure)

Dates

Day 1: Wednesday, May 09, 2012
Day 2: Wednesday, May 23, 2012
Day 3: Wednesday, June 06, 2012

Costs

• Whole cycle: CHF 1,500 (incl. lunch, documentation and certificate)
• Individual day: CHF 600 (incl. lunch, documentation and certificate)

Venue

• Forum St. Peter, St. Peterstrasse 19, 8001 Zurich

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