Swiss Asset Management Study 2021

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The Institute of Financial Services Zug IFZ, part of Lucerne University of Applied Sciences and Arts, and the Asset Management Association Switzerland have produced the fourth edition of the Swiss Asset Management Study providing a comprehensive overview on asset management in Switzerland.

It shows the following:

  • A new high in AuM despite COVID-19:
    AuM managed in Switzerland grew by 10.6% in 2020 to a record
    CHF 2.79 trillion due to high net inflows and recovering financial markets in Q2–Q3 2020.
  • Substantial Net New Assets in 2020:
    Net inflows of CHF 100 billion across all asset classes and segments boosted AuM by 4 percent.
  • Sustainable investment is evaluated as the most important opportunity in the industry:
    A persistently strong client demand, risk considerations and regulatory requirements are key drivers for this development.

Study & further documents

  • Swiss Asset Management Study PDF
  • Executive Summary PDF