Institutional Investors Strategic Investment Consulting

Strategic Investment Consulting

Benefit from expert support in all investment matters.

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 your highly demanding investment management tasks.
With our many years of experience, you not only gain expertise – you also get more time for other tasks.

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Training and Development for Members of Boards 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.

Find out more (in German)

Expand your knowledge according to your own schedule with our innovative online courses. Then, deepen your knowledge by talking directly to our experts at our day-long practical seminar. Every participant who completes both modules will receive a certificate.

Online training course: Registration possible at any time

  • Introduction to employee benefits insurance
  • Technical interest rate and conversion rate
  • Modern portfolio theory
  • Traditional and alternative investments
  • Derivatives and structured products
  • Fundamentals of asset and liability analysis
  • Investment of assets
  • Monitoring the investment of assets

Practical day: One-day on-site seminar (in spring 2019)

  • Deepening of topics using practical examples
  • Discussion with experts and members of boards of trustees
  • Discussion of current developments

Costs

Pension Fund Academy:
CHF 1,350 (incl. VAT)
Online training only:
CHF 750 (incl. VAT)

Do you prefer to concentrate on investment of assets in a pension fund? Then we recommend this course for you.The next focus day on the investment of assets will be held in spring 2019.

Topics covered:

  • Traditional and alternative asset categories
  • Basics of financial market theory
  • Fundamentals of asset and liability analysis

Costs

CHF 750 (incl. VAT)

As a specialist for institutional clients, we support you in your management duties and offer you individual training programs on employee benefits insurance, management tasks, and financial market theory. The venue can be your company offices, Credit Suisse offices in Zurich, or another location of your choice.

Costs

Half-day (3-4 hours):

CHF 2,500 (incl. VAT)

Full day (6-7 hours):

CHF 4,000 (incl. VAT)

Contact:
CREDIT SUISSE (Switzerland) Ltd.

Strategic Investment Consulting SYMB 2
Uetlibergstrasse 231
8045 Zurich
Tel.: +41 44 332 32 18
Email: institutional.clients@credit-suisse.com

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