Independent Financial Advisors Study Switzerland

Investment strategies of independent financial advisors (IFAs)

Brief information

School:

Business

Status:

Ongoing

Period:

01.06.2021 - 31.12.2026

Overview

Based on a survey we will analyze the investment strategies of independent financial advisors in Switzerland. The study will be published on an annual basis.

UN Sustainable Development Goals
Among other things, this education programme contributes to the attainment of the following UN Sustainable Development Goals (SDGs):

Facts

Type of project

Forschung

Internal organisations involved
  • Institute of Financial Services Zug IFZ
Funding
  • Private / Stiftungen

Persons involved: internal

Project manager
Member of project team