may, 2020

13may12:1513:45Opportunities and Challenges of managing investments for non-profit organisationsZURICHEvent Type:CE EventLocation:Zürich

Event Details

The Swiss foundations sector is large and growing, and brings special issues for their investment managers. There are more than 13,000 charitable foundations with assets of around CHF 100 billion registered in Switzerland, and more than half of them were founded in the last 30 years.

Recent issues for investment managers include the alignment f the foundation’s mission with its investments, the effect of the low interest rates environment and new approaches, such as venture philanthropy.

The presentation sheds light on these issues and shows how they affect investment managers for foundations differently.



(Wednesday) 12:15 - 13:45


Trust Square

Poststrasse 5

CE Credits

CFA Society Switzerland has determined that this program qualifies for one CE credit hour under the guidelines of the CFA Institute Continuing Education Program.


    • Day 1
    • 12.05.2020
    • 12.15 12.00 Registration * 12.15 -13.15 Presentation * 13.15 Networking lunch 12.15 - 13.45.


  • Sara Stühlinger, Msc, University of Basel

    Sara Stühlinger, Msc, University of Basel

    Sara Stühlinger studied business and economics as well as sustainable development at the University of Basel. Currently, she pursues a PhD and works as a research assistant at the Center for Philanthropy Studies (CEPS) at the University of Basel. Her research focus lies on nonprofit financial management, professionalization in nonprofit organizations and impact investing. Besides her research, she is involved in teaching, consulting and executive education on nonprofit management.


Continuing Education Partner


Price CHF15,00CHF45,00

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