Passive investments in real estate were at the core of the ETF/ETP Roundtable which took place on 22 March 2017.
The event held at the SIX ConventionPoint
was attended by more than 50 participants from the financial and insurance industry
as well as representatives of pension funds and institutional investors. They were welcomed by Danielle Mair,
Senior ETFs & ETPs Sales Manager SIX Swiss Exchange, who provided an overview of the latest figures of the
Swiss exchange, particularly regarding real estate funds and ETFs.
An introductory speech was given by Patrick Schnorf, Member of the Board at
Wüest Partner, to enter into the subject of passive
investments in real estate; he looked at the Swiss real estate market and compared historic performances of
direct investments with indirect investments via ETFs. Furthermore, he pointed out the interdependencies of
diversification and performance and assessed the correlation between regions within Switzerland, but also
between Switzerland and other countries.
Patrick Schnorf also moderated the following podium discussion on the topic of «real estate funds
and ETFs: castles in the air or performance drivers?». Heinz Tschabold, Senior Portfolio Manager
Real Estate Securities
(Credit Suisse), and Raimund Müller, Head UBS ETF Switzerland & Liechtenstein
(UBS), discussed with Roland
Fischer, Head of Lyxor ETF Switzerland & Liechtenstein (Lyxor), the investment opportunities in real estates both in Switzerland and abroad.
Current aspects such as potential interest rate hikes during the year and the possibility of overheating real
estate markets were discussed in great detail. The audience gained insights into the use of active investments
in real estate combined with passive investments via mandates. Finally, the panelists also provided a few
personal hints, where particularly good performances from real estate investments could be expected.
«We are very happy that the numerous attendees could benefit from deep insights in investment
opportunities via active and passive real estate funds», commented Danielle Mair. «Thanks
to the large product range of the ETF issuers at SIX Swiss Exchange, investors enjoy a wide array of
possibilities to invest in various real estate funds and ETFs.»
Expert know-how for professional investors
The latest trends and issues, market analyses and product innovations - as interactive panel discussions between
market actors for institutional investors, the ETF/ETP Roundtables of SIX Swiss Exchange offer lively debates
and first-hand insights. Up-to-date information regarding topics and participants will be published in our
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