The current global investment environment faces great challenges, low interest rate, radical changes in the stock markets, making it hard to create returns while curbing risks. In this case, alternative investment is a considerable solution. From a conceptual point of view, alternative investments are often weakly or negatively correlated with traditional investments. It can help reduce overall portfolio volatility. On June 15 and 16, Prof. Thomas Fischer from Switzerland gave an overview of alternative investment opportunities and detailed explanations on how to choose investment.

On day 1, Prof. Thomas Fischer focused on the short- and long-term strategy and operational due diligence in hedge fund investment strategies. The students indicated that they expected more opportunities for in-depth learning in other strategies.

 

On day 2, Prof. Thomas Fischer focused on private equity and operational due diligence by sharing a case. The sharing case was designed based on a real case one week before Prof. Thomas Fischer told his German colleague.
 
The Swiss Finance Planners (International) Certification Program Phase I was launched from March to June 2019, including four modules. The IfFP Institute for Financial Planning expressed its sincere appreciation for the active participation by the students in the four courses. We believe that in China there will be more excellent wealth management advisers involved in teacher sharing and finding their own unique investment and customer service models.
 
Swiss Finance Planner (International) Certification Programme II will begin in September 2019! We look forward to more students interested in upgrading their wealth management expertise and service skills, and exchanging with experts in the international financial sector.
Facing the mission and responsibility of wealth management professionals in the new era, let's take action now.