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Inhouse Training, Public & Online Courses
We have more than ten years of experience in delivering trainings to private financial companies (banks, insurance companies), sovereign wealth funds, central banks, family offices and international organisations.
Click "PDF" in order to download detailed course programs...
- Portfolio Construction and Asset Allocation (3 days) - PDF
- Investment Factors: Models & Applications (2 days) - PDF
- Investment Performance Measurement, Attribution & Analysis (3 days) - PDF
- Excel for Investment Analysis (2 days) - PDF
- Investment Risk Analytics (2 days) - PDF
- Correlation and other Dependency Concepts (2 days) - PDF
- Decision Making under Undercainty: Black Swans, Dragons and Pandemics (1 day, under development) - PDF
- Fundamentals of Investment Management (3 days) - PDF
Course delivery will depend on audience size and event type...
- Inhouse training: On-site anywhere. Contact us to discuss your specific needs.
- Public courses: Venues in Zurich or surroundings (groups up to 30 participants) or our office in 8340 Hinwil for small groups (maximum of 4 participants, each getting an individual desk separated 2m from each other).
Click here if you would like to be added to the waiting list for public in-person courses. Courses will be held if the minimum number of particpants has been found.
All public courses are fully compliant to all measures issued by the Federal Office of Public Health (FOPH). Depending on the Coronavirus situation, public courses will be rescheduled or delivered as online courses (if requested).
As of October 29, 2020 we have stopped scheduling any in-person events and we also do not accept invitations for inhouse trainings and any other events requiring phyiscal presence.
- Online courses: We offer all content in an online format using professional audio and video equipment. Our preferred platform for course delivery is Microsoft Teams. Click here if you would like to be added to the waiting list for online courses.
Contact us for more information or to discuss your specific needs. The courses listed above are based on modules wich can be customized to your particular needs..