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国际资产管理人协会

国际资产管理人协会是唯一一个致力于规范国际独立资产管理行业的自治组织,在瑞士私人银行和资产管理市场行业规范二十多年自律体系的基础上发展而来,侧重在全球化的今天为国际领域内的行业会员企业提供管治标准、专业操守、商业伦理和市场品牌管理方面的认证,规范全球行业市场化的行为,保护国际投资者。同时组建了涉及资产管理专业服务的金融、银行、保险、基金等领域的全球竞争力委员会,致力于行业整体专业水平的提升和个人执业能力的评鉴。成立理念国际资产管理人协会成立的理念是根据瑞士资产管理人协会在其本国成功建立并运行行业自律机制二十多年的基础上,协同国际反洗钱组织FATF推行的反洗钱政策, 国际经合组织OECD公司治理准则,国际清算银行组织BIS银行(金融企业)风险管理标准, 国际金融分析师学会国际金融资本市场资产管理人职业操守,各国政府和非政府组织们一起,顺应当今行业全球化发展的趋势在各国之间建立一个自律性的管治体系,以帮助领先的资产管理人建立品牌标志,为进一步加强公众投资者保护而设立资产管理人的选择标准。历史里程“资产管理人”的称号出自瑞士的私人银行业并在19世纪80年代取得了广泛的发展。瑞士私人银行业几个世纪的持续发展是其活跃的创新精神的结果,起初由一小部分私人银行业的玩家因为看到传统私人银行模式不能很好地满足客户的需求,于是截取客户价值链的最高端,专注提供客户战略资产配置外包服务的商业模式在小范围内在开始创新,获得在瑞士的国际客户的青睐后,出现了大批的跟随者并使得行业新角色——资产管理人出现在公众的眼帘,并于1986年成立了瑞士资产管理人协会作为行业的自律组织,进行行业专业品牌的认证和实施国际投资者的保护机制。伴随着行业几十年自由化、非管治化和全球化不断发展的趋势,到了21世纪,由于全球的退休基金计划、金融非居间化的发展,资产管理行业已经急剧成长为一个全球性的行业,需要整合更加老练的技术并调整为各类新的组织形式来更好地达到客户的期望,这又设立了行业的新挑战,在一些具有领先意识的行业先锋、国际经济学家、审计专家、金融市场的权威监管机构人士、以及国际政策和管治专家的倡导下,国际资产管理人协会在2006年成立,以应对不断上升的国际投资者保护、专业力量的建设、时代新秩序建立的需求。目标与远景作为一个国际性自律组织,国际资产管理人协会按照其国际处事原则在行业成员,公众投资者,关联国际非政府组织、国际和国内层面的金融监管机构之间开展活动,以创造一个符合伦理的、基于政府间的全球性的政策和法律环境。国际资产管理人协会致力于为所有资产管理人设立最高的伦理与专业标准的远景而努力,包括从事正确的商业和保持专业的增长。为取得此远景,国际资产管理人协会设立目标开发一个国际专业操守来倡导领先的资产管理人来自愿遵守并依照协会的管治体系来实施,并为其会员培育一个终身学习的环境,并以此建立行业的全球竞争力中心。会员与管治国际资产管理人协会的会员是在全球和区域市场中活跃的领先资产管理人(公司),包括机构投资人、基金经理、组合性基金的经理、对冲基金经理、期货管理人、货币管理人、经纪、基金监管人、律师、会计、专业服务提供商和其它个人。协会自身由发起会成员在理事会进行管理,自律委员会被单独的设立以发布政策和行业的专业操守,其地位相当于行业法律颁布者,审计委员会被设立,以对受协会授权的独立审计机构来发布审计标准指引来对其会员进行商业的合规性、持续性审计工作,仲裁委员会被设立,以应对公众投资者对其会员进行投诉时根据协会的操守来进行公正判决;在协会的监视会中设立了纪律委员会,对必要情况进行额外双重的监管;在管理层面中,由各行政管理者来运营协会的各类系统并委任秘书长来协助公众来处理有关协会的各类综合性事务,提高办事的效率。一个独立的咨询委员会也被设立,用来帮助协会设立全球环境下的国际政策、法律合规、和其它有关战略及营运的事务。国际资产管理人协会是一个独立的协会,并不直接从事资产管理业务,其运营资金来源于其会员的会费、公众投资者教育项目费用、商业刊物、各类政府及非政府的项目捐助。全球竞争力委员会与公众服务协会的全球竞争力委员会负责行业的研究工作,并有能力提供政策咨询和为会员发展提供支持,通过内部的知识管理体系我们可以进一步提供在资产管理、金融和经济领域的培训与咨询服务。我们的研究、培训与咨询服务同时也向公众公开,兼顾学术方法和实践经验两方面并且协同与我们协会相关的所有机构组织的共同优势。我们为完成任务,往往会给客户带来在项目领域内的国际知名学者和具有丰富行业实践经验的专家。在全球竞争力委员会内,研究项目通常分为常规的和基于客户定制需要这两类,我们的研究工作可以覆盖世界上的任何一个市场和地区,主要通过我们在欧洲、北美、亚洲的研究员网络来实施并实现;我们的培训服务主要基于每个客户的个性需求而提供,通常都是先与客户一起评估需求,然后设计适合的项目来实施,以保证能够达到客户的期望值;我们的咨询服务独特在市场环境监察、行业政策、最佳实践标杆比照等方面以及进一步协助客户做出战略决策的服务内容。服务的知识领域主要分为三个单独却又互相关联的领域,利用行业协会的优势和便利来获取对国际最佳实践的洞察,诠释全球化市场竞争格局下成为金融领导必须发展的核心竞争力: Fundamentals of Finance 金融基础This course provides a conceptual introduction for executives on the following subjects: time value of money, risk and return in the portfolio theory, value at risk, fixed-income analysis, evaluation of options, futures and swaps. 课程为行政管理层提供的是一个概念性的介绍,主要包括货币的时间价值、组合管理理论的风险与回报、风险的价值、固定回报分析以及对期权,期货、掉期的评价。Financial Environment金融环境Fundamental developments in the economic, technological and legal framework which shape the finance industry will be discussed. Part of this module is also Generic Strategy Finding. The participants will become familiar with the basic strategic options. 着重讨论经济、技术和法律法规框架的根本性发展而影响行业发展的态势。课程的突出部分是战略、策略的寻找,学员将对基本的战略选择变得比较熟悉。Capital Markets 资本市场The global structure of the markets and in particular the future tendencies in the European and Asia Market will be analyzed. The functioning of international secondary markets will be discussed. We will then study global developments of stock markets and also the structuring of OTC-products.资本市场的全球架构特别分析是欧洲和亚洲市场未来的发展趋势。然后对国际次级市场做讨论,学员们将学习全球股票市场的发展和构造OTC产品 Asset Management资产管理 Building on the mathematical concepts in finance introduced in the preparatory course, aspects of modern asset management will be discussed in more detail. This includes the classical models of Modern Portfolio Theory, CAPM and APT as well as the investment decision process, the new development in tradictional asset class and alternative asset class. And will use the newest IAAM “Global Asset Allocation & Management Standard” to give students a strategic implantation guide. 根据“现代金融基础”中的有关介绍,将对现代资产管理作进一步的介绍,这包括经典的组合管理理论,CAPM,ART,投资决策的流程以及传统资产等级和另类资产等级的最新发展,并利用最新的国际资产管理人协会“全球资产配置与管理标准”教授学员战略实施指引。Value Chain and Business Models价值链与商业模式The banking industry value chain is going through a continuous process of change. Current developments and business models are being introduced with participants analyzing how the strategic consequences affect their own institute.银行行业的价值链条得益于持续变化的流程。当前的发展和商业模式将被介绍给学员,并分析战略的结果是如何影响自己的机构的。Retail Banking零售银行业务To different private client’s asset management needs, financial services are understood to include retail banking as well as bancassurance. In addition to illustrating strategic developments in this field, emphasis is placed on bank marketing with issues such as pricing, product management and customer segmentation policies, and multi-channel management. 根据不同私人客户资产管理需求各异的特点,学员将理解成熟发达的金融服务可以包括零售银行和银行保险,并进一步指出这个领域的战略性发展,着重强调银行的市场赢销,比如定价、产品管理和客户细分政策,以及多渠道的管理。Commercial Banking商业银行业务This module will provide a wide-ranging overview of the commercial credit business. New developments in the areas of rating analysis, option-theoretical pricing, credit risk management and credit work-out will discussed.此课程将提供一个广泛的对商业信用生意的回顾,在评级分析、选择-理论新定价、信用风险管理领域最新的发展做介绍并进一步讨论信用的处置。Private Banking 私人银行业务Private banking is renowned by offering comprehensive service to high net asset client for centuries, After an review of the international classic private banking service busienss, the current strategic upheavals threatening the future of private banking will be illustrated and discussed in different market regions. Specific issues such as financial planning and estate planning will be explained as well as the new management challenges arising from regulatory developments. 私人银行早就因为为高净值资产客户提供综合资产管理服务而闻名于世界,此课程将对传统的国际私人银行服务进行回顾后,指出目前不同市场区域的私人银行业面临的新机遇与新挑战,并对此做详细的讨论并包括金融规划遗产规划等一些特殊的话题,法律法规方面的发展也将作为一个挑战管理的话题被讨论。One Banking Strategy 一个银行战略Starting with key issues of corporate financial policy, the module leads to complex problems of company evaluation, mergers and acquisitions and IPO's. This module also includes a more detailed analysis of the functioning of capital markets. Also, we will discuss with students about the integrated marketing issues of asset management service among investment banking, retail banking and private banking in one institution or group viewpoint. 从公司财务政策的关键要素开始,此课程将引领学员学习公司评估、兼并收购和IPO。此课程也包括一个深度的对资本市场功能的具体分析。同时我们也讨论关于资产管理在投资银行业务、零售银行业务和私人银行业务的整合市场营销话题在一个机构或集团中是被如何运用的。Risk Management 风险管理This module covers all aspects of Risk Management in the Financial Industry such as the Management of Market Risk, Credit Risk, Operational Risk, Global Risk as well as Asset and Liability Management. We put great emphasis on an integrated perspective of this complex topic. 此课程包括金融行业风险管理的全部方面,例如市场风险、引用风险、操作风险、全球风险,以及资产&负债管理. 课程强调这些复杂课题的整合观。 Management Accounting and Control of Banks管理会计和银行的控制Having completed this module, participants will be familiar with the most important instruments for the financial management and for the consolidated accounting of banks. This includes amongst others, profit contribution and activity based costing as well as asset and liability management.完成此课程,学员们将熟悉关于金融管理和银行整合会计的最重要的工具。同时也包括其它的诸如利润贡献、成本控制活动以及资产&负债管理。Corporate Human Capital & Development企业人力资本与发展This course focuses on human resources and change management issues. Basic insights into the behavioural and organizational structures provide necessary insights for a successful corporate development.此课程集中与人力资源和变化管理的要素,基本的行为分析以及对组织结构提供一个成功企业发展的必要性的洞察。Legal Aspects法律法规方面Legislation plays a significant role in the financial system. This module introduces the latest developments in the field of regulation of banks, capital adequacy and money laundering and their implications for market participants, in step with actual practice and through analyzing group work.法律法规在金融体系中扮演着重要的角色,次模块介绍的是银行法规方面的最新发展,资本充足率、反洗钱以及它们在市场活动中的潜在商机,涉足实际的操作和工作组形式的分析。Strategic Banking Simulation银行战略模拟In this interactive bank management simulation based on a PC, participants will apply their theoretical knowledge, acquired in the previous modules, in an integrated manner. The results of their decision-making in the field of asset and liability, risk management, marketing etc. can thereby be graphically illustrated.在这个基于互动银行管理模拟软件的平台上,学员们将应用他们学习的理论的知识,以一个整合的方式投入于模拟的实践中。他们用于资产&负债管理、风险管理、市场营销等领域的决策结果将会被显示出来。Busines Visit & Networking Program 商业考察与网络International Associaiton of Assets Managers will use its wide member resources internationally to foster coss-board cooperation to improve & creat value of professional asset management service business in the industary. This program also could be planned and carried out independently. 国际资产管理人协会将利用他的广泛的国际会员资源培育交错性的合作,以提升和创造行业内专业资产管理服务的商业价值。包括产业项目私募投资公司、风险投资公司、私人银行家公司、全球组合资产管理公司等活跃在国际资产管理价值链的不同类型的公司。并且可以独立于课程体系之外单独安排和进行。专家委员与项目擅长:Roy G. C. Damary Education: MA Oxford University, MBA Harvard Business School, PhD Lausanne # Profession: global industrial & financial market researcher, international entrepreneur advisor, financial analysis and business planning consultant Field of expertise: macroeconomics, financial market analysis, industrial marketing strategies, international enterprise management, social & business transformation in developing countriesAnthony # Education: PHD in University of Cambridge, Current Profession: Swiss bank auditor licensed by the Swiss Federal Banking Commission, corporate governance consultant, technical risk management expertise in banking institution. Field of expertise: Integrated risk management and corporate governance, International Transfer Pricing, The Auditing Profession after Enron, From Bretton Woods to Basel II, Treasurer of the War Torn Societies Project International. . Alexander Rabian Education: University of Zurich (lic. iur. 1988); business # profession: Senior clerk with the Zurich district prosecutor’s office and court clerk with the Zurich district # of expertise: Banking and Finance, Corporate and Contract Law, Money Laundering Prevention, Criminal Law, IT Law and Intellectual Property Law, Litigation and Arbitration, # Franz Education: EMBA kellogg Management School; Swiss-certified expert in finance and investmentsCurrent profession: Independent Asset ManagerField of expertise: Private Banking, Asset Management, Behavioral finance, private equity investment,investment banking, family office Ackermann Markus Education: #. in economics, University of FribourgCurrent profession: Consultant in Risk ManagementField of expertise: Corporate Risk Management, Risk Management, Alternative Risk Transfer, strategic marketingRob-Roy Roedel Education :INSEAD MBA in Strategy and Finance Current profession: Hedge Fund CEOField of expertise: Swiss Family Office, Global Securities Analysis, Investment Banking, Private BankingAbbate Donato Education: Msc. in Physics, MBA, FRM, PRMCurrent profession: Risk ManagerField of expertise: Market/Credit Risk, ALM and Financial EngineeringHorlacher Felix Education: #. in economics, Zurich University Current Profession: Chief Knowledge Officer of UBFS, Financial Planner & Asset ManagerField of expertise: Financial Planning, International finance & economics, Knowledge ManagementCasserini Reto Education: lic. oec. HSG, MSc in Economics, St. Gallen University, SwitzerlandUniversity Major: EconomicsCurrent profession: Consultant (Finance)Field of expertise: Financial Engineering, Financial Planning, Corporate Analysis, Risk management, Risk Premia, Venture Capital, Neural NetworksHilber Jörg Education: Executive Master of Services Marketing and ManagementCurrent profession: CEOField of expertise: Customer relations, HRM, TQM, market and social researchStehli Daniela Education: oec. FH, MBAUniversity Major: BusinessField of expertise: International Economics, Globalization, women leadershipWittmann Xinhua Education: Dr. Ing., MBA, ETH, SwitzerlandCurrent profession: Senior collaborator for web-based Masters ‘financial markets’ Field of expertise: International management cultures, with focus on China

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中国上海商城路618号良友大厦1710~1714室