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 boards 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 22, 2021)

  • 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 
  • Introduction to asset & liability management 
  • Investment of assets 
  • Reporting and controlling

Modern portfolio theory and ALM (October 6, 2021)

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

Costs

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 investment of assets in a pension fund? Then we recommend this course for you. The next focus day on the investment of assets will take place in Bern in the fall of 2021.

Topics covered:

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

Costs

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

Training courses can be designed for individual members of boards of trustees and investment managers – or even for the entire Board of Trustees – in accordance with their individual training needs. Events can be held on your company premises, at Credit Suisse in Zurich, or at another location of your choice. Please contact us for more information.

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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