The Coptis Association primarily focuses on representing and supporting investment foundations and other financial institutions in Switzerland. The core activities include:
* Investment Foundations: Consulting and supporting investment foundations in managing assets and selecting investment strategies.
* Legal & Regulation: Consulting and supporting on legal and regulatory matters in the field of investment foundations and financial institutions.
* Taxes: Consulting and supporting on tax-related matters in the field of investment foundations and financial institutions.
* Risk Management: Consulting and supporting in identifying and managing risks in the field of investment foundations and financial institutions.
* ESG (Environmental, Social and Governance): Consulting and supporting in integrating ESG criteria into the investment strategies of investment foundations and financial institutions.
* Immoday: Organizing conferences and seminars for investment foundations and financial institutions.
The association also offers partnerships and networking opportunities for its members and regularly publishes current information and news from the field of investment foundations and financial institutions.