{"id":16012,"date":"2017-01-10T13:30:32","date_gmt":"2017-01-10T12:30:32","guid":{"rendered":"https:\/\/hub.hslu.ch\/ifz\/?p=16012"},"modified":"2020-05-20T14:11:44","modified_gmt":"2020-05-20T12:11:44","slug":"philippe-oster-ifz-vermoegensverwalter-guide-2017","status":"publish","type":"post","link":"https:\/\/hub.hslu.ch\/ifz\/2017\/01\/10\/philippe-oster-ifz-vermoegensverwalter-guide-2017\/","title":{"rendered":"Philippe Oster: IFZ Verm\u00f6gensverwalter Guide 2017"},"content":{"rendered":"

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von\u00a0<\/em>Philippe Oster<\/a><\/span>, Senior Wissenschaftlicher Mitarbeiter\u00a0im\u00a0Institut f\u00fcr Finanzdienstleistungen Zug IFZ<\/a><\/span><\/p>\n

Ausgangslage und Motivation<\/strong>
\nF\u00fcr Schweizer Verm\u00f6gensverwalter wird es immer aufw\u00e4ndiger herauszufinden, welche Depotbank welche Services f\u00fcr welche Zielm\u00e4rkte erbringt. Dies gilt auch f\u00fcr die damit verbundenen Konditionen f\u00fcr den Verm\u00f6gensverwalter selber, aber auch f\u00fcr deren Endkunden sind. Gleichzeitig entwickelt sich in der Schweiz eine schlagkr\u00e4ftige Zulieferindustrie rund um das Gesch\u00e4ft mit externen Verm\u00f6gensverwaltern, wo spezialisierte Anbieter kompetitive L\u00f6sungen f\u00fcr die Branche bereithalten.<\/p>\n

Das Projekt<\/strong>
\nIm Sinne einer Situationsanalyse erarbeitet das Institut f\u00fcr Finanzdienstleistungen Zug IFZ der Hochschule Luzern \u2013 Wirtschaft erstmalig den IFZ Verm\u00f6gensverwalter Guide<\/strong>. Er hat zum Ziel, wesentliche Eckdaten von am Markt offerierten Leistungen im dynamischen Umfeld der externen Verm\u00f6gensverwalter kompakt wiederzugeben.<\/p>\n

Teilnahmem\u00f6glichkeit f\u00fcr Depotbanken und Zulieferer<\/strong>
\nDie Datenerhebung erfolgt mittels strukturiertem Fragebogen sowohl f\u00fcr Verm\u00f6gensverwalter Desks von Schweizer Depotbanken sowie auch eines spezifischen Fragebogens f\u00fcr die hiesige Zulieferindustrie.<\/p>\n

Der Teilnahmeschluss wurde per Ende Februar 2017 festgelegt. Das Projekt wird mit inhaltlicher Unterst\u00fctzung des Branchenverbandes VQF Academy durchgef\u00fchrt. Hier<\/a><\/span> geht es zum Fragebogen.<\/p>\n

Interessante Forschungsthemen, Veranstaltung und Weiterbildungen zum Thema externe Verm\u00f6gensverwalter:<\/p>\n

Verm\u00f6gensverwalter Guide 2017<\/a><\/span>
\nKonferenz Schweizer Verm\u00f6gensverwalter<\/a><\/span>
\nFachkurs Verm\u00f6gensverwalter<\/span> <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

      von\u00a0Philippe Oster, Senior Wissenschaftlicher Mitarbeiter\u00a0im\u00a0Institut f\u00fcr Finanzdienstleistungen Zug IFZ Ausgangslage und Motivation F\u00fcr Schweizer Verm\u00f6gensverwalter wird es immer aufw\u00e4ndiger herauszufinden, welche Depotbank welche Services f\u00fcr welche Zielm\u00e4rkte erbringt. Dies gilt auch f\u00fcr die damit verbundenen Konditionen f\u00fcr den Verm\u00f6gensverwalter selber, aber auch f\u00fcr deren Endkunden sind. Gleichzeitig entwickelt sich in der Schweiz<\/p>\n","protected":false},"author":257,"featured_media":15148,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":"","_links_to":"","_links_to_target":""},"categories":[406,146,854975,802,110748],"tags":[],"class_list":["post-16012","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-allgemeines","category-forschung","category-ifz-in-den-medien","category-umfrage","category-vermoegensverwaltung"],"acf":[],"yoast_head":"\nPhilippe Oster: IFZ Verm\u00f6gensverwalter Guide 2017 - 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