Date & Time

 21 October 2021, All Day Event

Location Zurich, Switzerland
Venue THE CIRCLE Convention Center, The Circle 41, 8058 Zurich Airport, Ph: +41 44 279 12 77
Official Website

About This Event

For most investors, passive investment solutions have become indispensable: whether for retirement planning, for steady portfolio growth, or to participate in market developments abroad. ETFs & co. have gained a great reputation over the past years - cheap, practical and liquid, are the often cited advantages. But the possibilities of passive solutions are far from exhausted.

In principle, any well-defined investment strategy can be reconstructed in a passive financial product. Even demanding conditions for stock selection can be implemented reliably and transparently this way. For example, the great interest of investors for ESG opportunities is met to a large extent with index-linked products in the portfolio. But the more sophisticated the construction of passive products becomes, the more important it is to have a thorough understanding of the legal environment as well.

Meet with top-class experts at the Indexing Forum by "Finanz und Wirtschaft" to explore the potential of passive solutions. We are looking forward to welcoming you on 21 October 2021.


Program: Please click here to download the full event program.
08:15 am Registration and welcome coffee
08:45 am Welcome
Philippe Béguelin, Finanz und Wirtschaft
Alexander Trentin, Finanz und Wirtschaft
09:00 am KEYNOTE – Shocks in the external economy: impact on investment decisions?
Dr. Jan Atteslander, Economiesuisse
09:40 am
IMPULSE – The Future of the UK-Swiss Economic Relationship
Jane Owen, Ambassador of the UK in Bern
10:00 am PODIUM – ESG criteria and investing in foreign markets
Dr. Michael Bolliger, UBS Global Wealth Management
Matthias Geissbühler, Raiffeisen Switzerland
Martin Utschneider, Donner & Reuschel Privatbank AG
Andreas F. Vögeli, AFIAA Board of Trustees
Moderator: Alexander Trentin, Finanz und Wirtschaft
10:45 am Coffee and networking break
11:15 am Parallel group discussions
12:45 pm Networking lunch
01:45 pm Parallel group discussions
02:25 pm Coffee and networking break
02:55 pm IMPULSE – ETFs and other index products embedded in the new regulatory environment in Switzerland
Urs Hofer Walder, Wyss AG
03:15 pm PODIUM – Preparing for retirement successfully in the low interest rate environment
Christoph Curtius, PK Rück
Matthias Henny, Baloise Group
Prof. Dr. Dr. Sebastian Lamm, St.Galler Pensionskasse
Laurent Schlaefli, Profond Vorsorgeeinrichtung
Moderator: Philippe Béguelin, Finanz und Wirtschaft
04:00 pm IMPULS – Fixed Income Investments – Current view and future outlook
Sacha Widin, Credit Suisse Asset Management (Schweiz) AG
04:20 pm KEYNOTE – Increasing the force and speed of innovation through a common vision
Monisha Kaltenborn, Racing Unleashed
05:00 pm Conclusion
Philippe Béguelin, Finanz und Wirtschaft
Alexander Trentin, Finanz und Wirtschaft
05:15 pm Networking apero