4th Annual Switzerland Institutional Forum Zürich | 4 March 2020 Request Agenda

The 4th Annual Switzerland Institutional Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The forum is designed to bring together 70+ fund leadership teams, investment officers, board members, trustees, and their consultants representing Switzerland's institutional investment community.

The forum's agenda was developed through extensive local travel and feedback from the institutional investor community representing institutional asset owners across public and corporate pension plans, endowments, foundations, insurance portfolios and investment consultants. 




Please note only corporate email addresses will be accepted only.

Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.

Key Discussion Topics

Asset Allocation and Macro-Economic Outlook for the Next Twelve Months
The panelists will look at the overall picture and provides context for the rest of the sessions during the event.  


ESG Now and Then: Recent Trends in ESG Implementation and Long-Term Strategies

Environmental, Social, and Governmental discussions continue to evolve rapidly, the panel explores how investors are assessing ESG’s longer-term strategies within their portfolios.


Fixed Income: Realistic Expectations and Ways to Enhance Returns

This session will look at specific and general conditions for the debt markets, including addressing the best strategies to identify underlying opportunities.


Global and Local Equities and Their Impact on Portfolios

As other asset classes provide lower returns, but less volatile conditions, the greatest challenge is to find the best and safest ideas to invest.


Emerging Markets: Public and Private Investments Continue to Evolve

Emerging market countries remain drivers of global growth and are expected to deliver higher relative returns.


How to Best Take Advantage of Opportunistic Alternative Investments

As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure and real estate, the session addresses the best ways to access these markets.


Evaluating Real Assets and Real Estate Investment Strategies

Investors’ challenges lay in the sheer breadth of investment opportunities now available, as well as the inherent complexities surrounding asset allocation, market timing and risk management.


Chief Investment Officer Roundtable

Chief Investment Officers will focus on the key investment and management issues facing their funds and their responsibilities to their clients. 


INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.

MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.


Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.


SIX ConventionPoint
Pfingstweidstrasse 110
Switzerland 8005


Sponsorship Opportunities & Registration

+1 212-804-6220


Allocator Attendance

+1 347-778-2568


Media Partnerships

+1 212-600-8631