Thomas Isenschmid
Head Client Portfolio Management Swiss Institutional Clients - Credit Suisse Asset Management (Switzerland) Ltd.

subject matter taught

General Introduction Portfolio Management focused on Institutional Asset Management. It was the second ‘edition’ after the 2021 course.

Content: After a short overview of B360, there were four chapters of theory and one chapter with exercises. Chapter 1-4 were about Financial Markets (1), Asset Classes/Asset Allocation and Investment Process (2), Investment Styles (3) and Sustainable Investing (4). Discussion of exercises at the end in chapter 5 with all students during the course.

Two streams: The first stream on March 21 comprised 2nd year students pursuing various programs but with macroeconomics as a prerequisite course, whilst the second stream on March 22 comprised first year students doing mainstream economics.

Both lessons have been held again in cooperation with Rabecca Hatoongo as a co-lecturer, summarizing the content at the end of each chapter in her own words. A lot of questions came up during the lesson, so the whole event became very interactive.

Personal Note

Again after the 2021 edition, a unique experience with highly motivated students asking lots of interesting questions. The Google Meet App was stable, audio quality was excellent, and the students made use of the chat function, so we had a lot of interaction during the two hours. It is a very efficient format of lecturing jointly with an international and a local expert.