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Connecting the Institutional Investment Value Chain

Swiss Institutional Investor is a private, invitation-only forum for institutional practitioners. We convene Swiss asset owners and the specialists who serve them to address the practical realities of mandate execution, operations, and portfolio implementation — without product pitches, and without an audience.

Our Core Principles

Value Chain Discipline

A deliberate focus on the operational mechanics of institutional investing: mandate design, execution, and reporting.

Governed Dialogue

No commercial agendas or sales pitches. Every session is structured for candid, peer-level problem-solving, conducted with full discretion.

By Invitation Only

Participation is curated to ensure a consistently high calibre of peer-to-peer exchange.

What We Do

Targeted Roundtables

Small, closed-door discussions on specific operational themes and the friction points practitioners encounter in practice.

Sustained Engagement

Building lasting connectivity across the Swiss institutional investment community, beyond any single event.

Contact

Participation is limited and by invitation, to keep every session focused and productive. If you are an institutional practitioner and would like to be considered for an upcoming discussion, please get in touch directly or request an invitation below.

Request an Invitation