SFI Master Class: Fund Selection - Blending Quantitative and Qualitative Factors
Fund selection is a core activity in the construction of advisory and discretionary portfolios as well as for pension fund allocations. This master class will discuss the fundamental concepts for the successful implementation of fund selection. The selection of the fund will be analyzed in the context of adding alpha and factor risk premia to the desired portfolio.
We will start by providing the framework and quantitative tools for carrying out a fund manager selection. These notions will be put into practice during the breakout session. We will expand our discussion to cover the performance of institutional portfolios, the choice of fixed income managers, and ETF investing.
Datum: 08.05.2026, 13:00 - 17:00 Uhr
Organisator: SFI / ZBV
Ort: Zürich
Adresse: Zunfthaus zur Schmiden
