脡惫茅苍别尘别苍迟蝉 pr茅c茅dents

24 juin 2025 I Webinaire I exclusivement pour les membres

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 juin 2025 I Webinaire I exclusivement pour les membres

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 juin 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 juin 2025 I Berne

Asset Management Day 2025

L'麻豆传媒在线 vous invite cordialement 脿 l'Asset Management Day, qui aura lieu 脿 Berne le 13 juin 2025.

L'Asset Management Day est l'茅v茅nement d'information et de r茅seautage le plus important pour les repr茅sentants de l'industrie suisse de la gestion de fortune de toutes les r茅gions du pays.

Des orateurs de premier plan, parmi lesquels Stefan Walter, CEO de la FINMA, Christian Lindner, ancien ministre f茅d茅ral et Rahul Sagal, CEO de la Swiss-American Chamber of Commerce, ont confirm茅 leur pr茅sence 脿 cet 茅v茅nement d'information et de r茅seautage le plus important du secteur suisse de la gestion de fortune. Ils parleront des d茅veloppements centraux et actuels de notre secteur.

13 juin 2025 I Berne

32i猫me Assembl茅e G茅n茅rale Ordinaire

11 juin 2025 I B芒le

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 mai 2025 I Webinaire

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 mai 2025 I Zurich I exclusivement pour les membres

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 mai 2025 I SIX Convention Point Z眉rich

Swiss Climate Reporting Forum 2025

Le Swiss Climate Reporting Forum (SCRF 2025) est l'茅v茅nement de r茅f茅rence dans le domaine du reporting climatique et de la transformation des entreprises. Le forum en est d茅j脿脿 sa troisi猫me 茅dition, avec cette ann茅e l'AMAS comme partenaire.

8 mai 2025 I Gen猫ve I Exclusivement pour les membres

Conf茅rence pour les membres Gen猫ve

Nous avons le plaisir de vous inviter 脿 notre prochaine s茅ance d'information pour les membres 脿 Gen猫ve ! R茅jouissez-vous de d茅couvrir des analyses passionnantes, des aper莽us pratiques et des 茅changes pr茅cieux avec des experts et des coll猫gues de la branche.

Voici ce qui vous attend :
- Sustainable Finance - mise 脿 jour de l'autor茅gulation et des sp茅cifications pour les fonds immobiliers
- Programme de services financiers de la Commission europ茅enne - 茅quilibre entre comp茅titivit茅 et r茅glementation
- Etude AMAS 芦 Capacit茅 de risque et risques d'investissement des caisses de pension suisses 禄 - Principales conclusions et points 脿 retenir pour les gestionnaires d'actifs
- Mise 脿 jour de Berne - Les principaux d茅veloppements du Parlement

6 mai 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 mai 2025 I Zurich I Exclusivement pour les membres

Conf茅rence pour les membres Zurich

Nous avons le plaisir de vous inviter 脿 notre prochaine s茅ance d'information pour les membres 脿 Zurich ! R茅jouissez-vous de d茅couvrir des analyses passionnantes, des aper莽us pratiques et des 茅changes pr茅cieux avec des experts et des coll猫gues de la branche. Voici ce qui vous attend :

- Sustainable Finance - mise 脿 jour de l'autor茅gulation et des sp茅cifications pour les fonds immobiliers
- Programme de services financiers de la Commission europ茅enne - 茅quilibre entre comp茅titivit茅 et r茅glementation
- Etude AMAS 芦 Capacit茅 de risque et risques d'investissement des caisses de pension suisses 禄 - Principales conclusions et points 脿 retenir pour les gestionnaires d'actifs
- Mise 脿 jour de Berne - Les principaux d茅veloppements du Parlement

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.

26 March 2025 I Zurich

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.