麻豆传媒在线

24 June 2025 I Webinar I exclusively for members

Webinar Series on Sustainable Asset Management: Webinar III 鈥� Auditing the Self-Regulation

This webinar focuses on a critical new component of version 2.1: third-party audits. Experts from AMAS and ExpertSuisse will provide practical guidance on audit requirements and expectations under the latest version of the self-regulation.

18 June 2025 I Webinar I exclusively for members

Webinar Series on Sustainable Asset Management: Webinar II 鈥� AMAS Self-Regulation 2.1: An Overview

The updated version 2.1 of the AMAS Self-Regulation will be released by mid-June. This session will highlight key updates, explain the rationale behind the revisions, and discuss what they mean for the Swiss asset management industry.

17 June 2025 I Webinar

Web Workshop on Operational Taxes & Tax Audits for Swiss and Liechtenstein Asset & Wealth Managers & Their Clients

This online workshop in partnership with LINDEMANNLAW focuses on Swiss operational taxes for clients of Swiss and Liechtenstein asset managers.
In practice, many transactions fall into areas where Swiss tax regulations lack clarity, making full compliance and smooth tax audits a challenge. This often leads to uncertainty and discussions within financial institutions, asset and fund managers, and even with tax authorities and auditors.
In those sessions, our experienced speakers will share recurring issues observed in client work, along with practical tips, current trends, and strategic approaches to addressing them.

13 June 2025 I Bern

Asset Management Day 2025

The 麻豆传媒在线 cordially invites you to the Asset Management Day, which will take place in Bern on 13th June 2025.

The Asset Management Day is the most important information and networking event for representatives of the Swiss asset management industry from all parts of the country.

Top-class speakers, among them are Stefan Walter, CEO of FINMA, Christian Lindner, former federal minister and Rahul Sagal, CEO of the Swiss-American Chamber of Commerce, have confirmed their attendance at this most important information and networking event of the Swiss asset management industry, who will speak about central and current developments in our industry

13 June 2025 I Bern

32nd Annual General Meeting

11 June 2025 I Basel

AMAS - PRI聽Stewardship Roundtable on Escalation聽Strategies

The 麻豆传媒在线 (AMAS) and the Principles for Responsible Investment (PRI) are delighted to be holding the next quarterly stewardship roundtable on escalation strategies.

If initial stewardship efforts are unsuccessful and do not achieve the desired objectives after a certain period, investors can use escalation strategies to try to increase the likelihood of their objectives being achieved, as embedded in Principle 5 of the Swiss Stewardship Code.

Join us for an exchange on practices around escalation strategies. This roundtable will also provide for the opportunity for participants to discuss practical case studies with the aim to integrate escalation strategies within the entire voting and engagement process, as well as investment decision process.

22 May 2025 I Webinar

Webinar Series on Sustainable Asset Management: Webinar I 鈥� What You Need to Know About Omnibus聽

In collaboration with the Swiss Finance Council

The Omnibus Simplification Package, published by the European Commission on 26 February, introduces substantial amendments to key EU sustainability regulations, including the Corporate Sustainability Reporting Directive (CSRD), the Corporate Sustainability Due Diligence Directive (CS3D), the Carbon Border Adjustment Mechanism (CBAM) and the EU Taxonomy.During this webinar, experts from the Swiss Finance Council in Brussels willprovide an in-depth overview of the changes and their implicationsfor Swiss asset managers.

21 May 2024 I Zurich I exclusively for AMAS members

AMAS Tax Insights Breakfast

The 麻豆传媒在线 cordially invites you to the AMAS Tax Insights Breakfast. At the Tax Insights Breakfast, representatives from the industry, auditing and consulting as well as from the tax authorities will present selected topics and then discuss them with the audience. The main topic at this event will be selected questions on withholding tax in the Swiss fund business.

14 May 2025 I SIX Convention Point Z眉rich

Swiss Climate Reporting Forum 2025

The Swiss Climate Reporting Forum (SCRF 2025) is the leading event in the field of climate reporting and business transformation. The forum is being held for the third time, this year with AMAS as a partner.

8 May 2025 I Geneva I Exclusively for members

Member information event Geneva

We cordially invite you to our next member information event in Geneva! You can look forward to exciting analyses, practical insights and a valuable exchange with experts and industry colleagues.

What you can expect:
- Sustainable finance - update on self-regulation and specifications for property funds
- Financial services programme of the EU Commission - balancing act between competitiveness & regulation
- AMAS study 鈥楻isk capacity and investment risks of Swiss pension funds鈥� - key findings & take-aways for asset managers
- Update from Bern - The most important developments from Parliament

6 May 2025 I Zurich

The Swiss Stewardship Code from Experience to Action: Practical Takeaways and Strategies

In October 2023, the 麻豆传媒在线 (AMAS) and Swiss Sustainable Finance (SSF) published the Swiss Stewardship Code, which provides asset managers, asset owners and financial service providers with guidance to encourage the active exercising of shareholder rights by investors in Switzerland.

One and a half year later, how is stewardship shaping the industry in Switzerland and abroad?

We invite you to join our upcoming conference 鈥淭he Swiss Stewardship Code from Experience to Action: Practical Takeaways and Strategies鈥�, featuring insights from asset managers, asset owners, service providers and companies.

6 May 2024 I Zurich I Exclusively for members

Member information event Zurich

We cordially invite you to our next member information event in Zurich! You can look forward to exciting analyses, practical insights and a valuable exchange with experts and industry colleagues.What you can expect:
- Sustainable finance - update on self-regulation and specifications for property funds
- Financial services programme of the EU Commission - balancing act between competitiveness & regulation
- AMAS study 鈥楻isk capacity and investment risks of Swiss pension funds鈥� - key findings & take-aways for asset managers
- Update from Bern - The most important developments from Parliament

29 April 2025 I Zurich

AMAS Meat & Eat 鈥淚ntel inside - How Alternative Data can leverage Financial Decision Making beyond Balance Sheets"

Unlocking the potential of alternative data in finance is like discovering hidden treasure. By tapping into unconventional data sources - such as social media trends, satellite imagery, and transaction data - investors can uncover unique insights that traditional data might miss. Furthermore, alternative data is essential in the process of internalizing new, little understood risk, like, e.g., nature risks. Looking at three cutting-edge research projects, we will explorer the alternative data landscape and unearth its treasures.

The Future of Fund Data Standards in Europe

Join us at the SIX Convention Point in Zurich on 26th March 2025 for a unique experience meeting representatives of leading European Fund Data Standards. The event will bring together key representatives from openfunds, FundsXML, and experts from FinDatEx to discuss the current trends and future directions of fund data standards.

26 March 2025 I Zurich

AMAS Meat & Eat March: Private Wealth in Private Markets - Opportunities and Challenges

Private wealth is playing an increasingly significant role in private markets. But what opportunities does this present for asset managers, and what challenges need to be addressed? Nico Meier and Nicolas Werner (Partners at iAccess Partners) will examine key trends, risks, and strategic considerations in this evolving space. Join the discussion to gain insights into the latest market developments.