Institutional Investors Strategic Investment Consulting

Strategic Investment Consulting

Benefit from expert advice on all matters related to investment strategy.

We'll help you find the right answers to conceptual and strategic questions.

As specialists, we support you with the professional resources you need to carry out for your highly demanding investment management tasks.
With our many years of experience, you gain both expertise and more time for other tasks.

Find out more (PDF in German)

Training and Development for Members of Board of Trustees

In-depth specialist knowledge is the key to a successful mandate as a trustee. Take advantage of Credit Suisse's expertise and complete our training and development courses which have been geared especially towards your needs.

Enhance your specialist knowledge in a focused, practical way through direct dialogue with our experts and other members of the Board of Trustees. Once you have completed the training, you will receive a certificate as evidence of having attended the course. Both training days will take place in Zurich.

Employee benefits insurance & management tasks (September 1, 2020)

  • Introduction to employee benefits insurance
  • Technical interest rate and conversion rate
  • Responsibilities and liability of the Board of Trustees
  • Management tasks of the Board of Trustees
  • Asset & liability management: Introduction
  • Investment of assets
  • Reporting and controlling

Modern portfolio theory and ALM (September 15, 2020)

  • Modern portfolio theory
  • Traditional investing
  • Foreign currencies
  • Alternative investments
  • Example of an ALM study
  • Sustainability
  • Current assessment of financial markets


Employee benefits insurance & management tasks: CHF 1,000 (incl. VAT)
Modern portfolio theory and ALM: CHF 1,000 (incl. VAT)
Both days: CHF 1,500 (incl. VAT)

Do you prefer to concentrate on the investment of assets of a pension fund? In this case we recommend the Focus Day. The next Focus Day: Investment of assets will take place In Bern on September 3, 2020.

Topics covered:

  • Modern portfolio theory
  • Traditional investing
  • Foreign currencies
  • Alternative investments
  • Example of an ALM study
  • Sustainability


Focus Day: Investment of assets: CHF 750 (incl. VAT)

As a specialist for institutional clients we support you in your management duties and offer you individual training programs on all aspects of occupational pension scheme management. The training can focus on individual members of the pension fund or include the entire board of trustees, depending on your needs. The venue can be your company offices, Credit Suisse offices in Zurich, or any other location of your choice. Please contact us for more information.


Half-day (3-4 hours): CHF 2,500 (incl. VAT)
Full day (6-7 hours): CHF 4,000 (incl. VAT)

CREDIT SUISSE (Switzerland) Ltd.

Strategic Investment Consulting SYMB 2
Uetlibergstrasse 231
8045 Zurich
Tel.: +41 44 332 32 18

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