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Âé¶¹´«Ã½ÔÚÏß Management Study 2021

The Institute of Financial Services Zug IFZ, part of Lucerne University of Applied Sciences and Arts, and the Âé¶¹´«Ã½ÔÚÏß have produced the fourth edition of the Âé¶¹´«Ã½ÔÚÏß Management Study providing a comprehensive overview on asset management in Switzerland.

It shows the following:

  • A new high in AuM despite COVID-19:
    AuM managed in Switzerland grew by 10.6% in 2020 to a record
    CHF 2.79 trillion due to high net inflows and recovering financial markets in Q2–Q3 2020.
  • Substantial Net New Assets in 2020:
    Net inflows of CHF 100 billion across all asset classes and segments boosted AuM by 4 percent.
  • Sustainable investment is evaluated as the most important opportunity in the industry:
    A persistently strong client demand, risk considerations and regulatory requirements are key drivers for this development.

Study & further documents

  • Âé¶¹´«Ã½ÔÚÏß Management Study PDF
  • Executive Summary PDF