As a software engineer, I have the opportunity to get involved, make a big difference and see immediate successes

David Eschbach, software engineer at bmpi, on starting a career after graduation, why working as…

Cinnamon Reporting: The solution for EU-compliant SFDR-Annex IV

From 2023, European asset managers are obliged to attach a standardised SFDR Annex (Sustainable Finance…

Start your career in IT and finance: visit bmpi on March 11, 2023 at the VIS Kontaktparty

Have you just finished your studies or are you looking for an internship or a…

Transparency in the company, a model for success?

How much do my work colleagues earn? What does transparency mean for communication? Is transparency…

Costantino Sertorio gives insight into his work as Senior Consultant

Costantino Sertorio has been working as a senior consultant at bmpi AG for 16 years.…

Trends in Client Reporting 2022

On 08 November 2022, the "Trends in Client Reporting" took place for the 17th time…

25th Anniversary Tour in the Heart of Europe

Strasbourg is not one of Europe's top travel destinations, but it is the pearl of…

ESG reports for client portfolios, funds and mandates

Investors consider the following ESG criteria in their investment processes: They integrate ESG from classic…

Cinnamon Reporting reads data provided by Aladdin

The investment company BlackRock manages its financial products and investments with the risk management platform…

Interview on the 25th anniversary with CEO Oliver Gloor

Oliver Gloor has been working at bmpi AG for 23 years. He has been CEO…

25th anniversary: bmpi AG celebrated with customers

A special celebration at the Chicago 1928: bmpi AG celebrated its 25th anniversary with customers…

inetf.ch is powered by Cinnamon technology

inetf.ch is a platform to quickly find and analyze Exchange Traded Funds (ETF). The platform…

ESG Investment Reporting Survey 2022

A recent survey undertaken by PwC Switzerland and bmpi indicates that investors have a need…

The use of workflow applications in investment reporting

ESG-Reporting für Asset Managers und Asset Owners

Neuentwicklung eines ESG-Reports

Digitalization of Asset Management

Client Reporting versus Investment Reporting

Client Reporting and Investment Reporting are often used interchangeably. In this blog post, we examine…

Trends in Client Reporting 2021

bmpi Personalanlass

"Warum in die Ferne schweifen? Sieh, das Gute liegt so nah." Wir haben uns die…

Client Reporting Survey 2020

bmpi conducted the Client Reporting Survey 2020. The focus was on the topics Flexibility and…

How we built a modern platform for ETFs using AWS

inetf.ch is a platform to quickly find and analyze Exchange Traded Funds (ETF), which is…

Taugt Bitcoin als Anlageklasse?

How does Bitcoin work? What are the advantages and disadvantages of Bitcoin? How does Bitcoin…

Nachhaltigkeit im Finanzwesen

Das Thema Nachhaltigkeit ist in aller Munde: Themen wie Klima, Plastikmüll im Meer und Artensterben …

Interview mit Alexander Salim

Trends in Client Reporting 2020

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…

Apex Fachlehrgang 2020

Am 9. November beginnt der nächste apex Fachlehrgang "Investment Reporting & Performance Evaluation" für Reporting-Spezialistinnen u…

Spice up your client reporting with Cinnamon

Today, a better part of our communication is handled via web channel. However, in many…

Trends in Client Reporting 2019

Trends in Client Reporting 2018

Trends in Client Reporting 2017

Behavioural Finance im Investment Report

Dieses Whitepaper zeigt Möglichkeiten auf, wie Behavioural Finance Aspekte ins Reporting eingebaut werden können.

Systematisches Gestalten von Investment Reports

Dieses Whitepaper erarbeitet die Grundlagen jedes Investment Reportings: Gegenstand, Aussagen und Werkzeuge.

Best Practice verbessern

Das Investment Reporting der Vorsorgeeinrichtungen ist auf einem relativ hohen Niveau. Trotzdem gibt es Verbesserungsmöglichkeiten, …

Strukturierte Produkte im Anlagereport

Struki sind eine besondere Herausforderung fürs Investment Reporting. Das Ziel muss sein, Risiken und Chancen …

Principles for Investment Reporting

Die Prinzipien des Investment Reportings wurden 2014 vom CFA Institute erarbeitet und herausgeben. Sie erleichtern…

Reporting-System – Essential Model

Dieses Whitepaper wendet die Werkzeuge des Essential Modelling auf Reporting Systeme an.

Guidance to Effective Investment Reporting

Diese Richtlinien orientieren sich an den Principles for investment Reporting und formulieren Empfehlungen für ein …

Trends 2016: Reporting für professionelle Investoren – wohin geht die Reise?

Trends 2015 – Client Reporting – aus Sicht des Empfängers

Trends 2014 – Trends bei den Reportinhalten – gerüstet für die Zukunft

Trends 2013 – Die Zukunft des Investment Reportings – was wir von anderen Branchen lernen können

Trends 2012 – Reduce to the max: Automatisieren und kommunizieren der Leistungsmerkmale

Trends 2011 – Im Zentrum der Dienstleistung

Trends 2010 – Einflüsse auf das Reporting nach der Finanzkrise

Trends 2009 – Client Reporting aus verschiedenen Blickwinkeln

Trends 2008 – Perfekter Inhalt und Perfekte Form

Trends 2007

Trends 2006