Articles
We now develop only with AI. How our Smithy works
At bmpi, AI agents now write the code. To make sure the result holds, we built a process of our own: the Smithy. Four phases, fixed checks and a shared memory.
Read →Developing software with AI: our evening of 27 August 2026
Some 30 friends of bmpi interested in developing software with AI came together on 27 August for two talks and drinks. A look back.
Read →Strengthening the Sustainable Financial Sector through the Implementation of New Self-Regulations
Since September 1, 2024, new self-regulations have been in effect in Switzerland aimed at making the financial sector more sustainable. Banks and asset managers must now align at …
Read →Challenges with the ASIP ESG Reporting Standard
Der ASIP ESG Reporting Standard wurde entwickelt, um institutionellen Investoren eine klare und transparente Berichterstattung über ihre ESG-Leistungen (Environmental, Social …
Read →Die ASIP ESG-Reporting-Empfehlung: Transparenz und Nachhaltigkeit in der Schweizer Vorsorge
Der ESG-Reporting-Standard ASIP gewinnt in der Schweizer Nachhaltigkeitslandschaft zunehmend an Bedeutung und sein Einfluss auf die Anlagestrategien von Pensionskassen ist spürbar. …
Read →ESG Investment Reporting Survey
A recent survey undertaken by PwC Switzerland and bmpi indicates that investors have a need for standardization and regulation of ESG investing reporting. However, institutional …
Read →ESG reporting for asset managers and asset owners
In a previous blog article on Sustainability in Finance – ESG and Co. we addressed terms such as Environment, Social and Governance (ESG), Sustainable Development Goals (SDG) …
Read →Digitalization of Asset Management
In December 2021, Credit Suisse Asset Management (CSAM) provided insights into its digital transformation since 2017 in Scope magazine, published in conjunction with …
Read →What is the difference between Client Reporting and Investment Reporting?
Ever wondered about the nuances between client reporting and investment reporting? Dive into the distinctions: Client reporting involves recurrent financial communications directed …
Read →Client Reporting Survey 2020
bmpi conducted the Client Reporting Survey 2020. The focus was on the topics Flexibility and Online Features. We are pleased to share the results.
Read →Sustainability in finance – ESG and Co.
What do ESG, SRI and impact investing stand for? The term ESG is the abbreviation for Environment, Social and Governance. ESG is a framework for examining corporate activity in …
Read →The case for an Investment Calculations Layer
What are investment calculations? Financial investors need to know many facts about the investment portfolio. Facts are the basis for their decision-making. Important facts are …
Read →The purpose of investment reporting – from the perspective of the bank, the advisor or the asset management
When designing new reporting tools, the focus often lies on adjusting the current version. In this article we take a step back and address more fundamental questions: Why does a …
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