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.

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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.

Find out more (in German)

Expand your knowledge following your own schedule with our innovative online course. Then, deepen your knowledge by discussing the content of the online course directly with our experts at our full-day practical seminar. Every participant who completes both modules will receive a certificate.

Online training course: Registration possible at any time

  • Introduction to the occupational pension scheme
  • 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 of assets

Practical day: May 9, 2019

  • Deepening of topics using practical examples
  • Exchange with experts and members of board 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 the investment of assets of a pension fund? In this case we recommend the Focus Day. The next Focus Day on the investment of assets will be held in spring 2019.

Topics covered:

  • Traditional and alternative asset classes
  • 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 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.

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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