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27. September 2022 https://bmpi.ch/en/25th-anniversary-tour-in-the-heart-of-europe/
Publications

25th Anniversary Tour in the Heart of Europe

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

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8. September 2022 https://bmpi.ch/en/esg-reports-for-client-portfolios-funds-and-mandates/
Client ReportingESG Reporting

ESG reports for client portfolios, funds and mandates

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

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25. August 2022 https://bmpi.ch/en/investment-reporting-out-of-blackrock-aladdin/
Cinnamon ReportingClient Reporting

Investment Reporting out of BlackRock Aladdin

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

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12. July 2022 https://bmpi.ch/en/interview-on-the-25th-anniversary-with-ceo-oliver-gloor/
Publications

Interview on the 25th anniversary with CEO Oliver Gloor

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

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29. June 2022 https://bmpi.ch/en/25th-anniversary-bmpi-ag-celebrated-with-customers/
Publications

25th anniversary: bmpi AG celebrated with customers

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

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2. June 2022 https://bmpi.ch/en/inetf-ch-is-powered-by-cinnamon-technology/
Cinnamon ReportingClient ReportingETF

inetf.ch is powered by Cinnamon technology

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

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17. May 2022 https://bmpi.ch/en/esg-investment-reporting-survey-2022/
Client ReportingESG Reporting

ESG Investment Reporting Survey 2022

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

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creating a workflow
4. April 2022 https://bmpi.ch/en/the-use-of-workflow-applications-in-investment-reporting/
Client ReportingWhitepapers

The use of workflow applications in investment reporting

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18. February 2022 https://bmpi.ch/en/esg-reporting-fuer-asset-managers-und-asset-owners/
Client ReportingESG Reporting

ESG-Reporting für Asset Managers und Asset Owners

Neuentwicklung eines ESG-Reports

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digitalization
22. December 2021 https://bmpi.ch/en/digitalization-of-asset-management/
Client Reporting

Digitalization of Asset Management

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14. December 2021 https://bmpi.ch/en/client-reporting-vs-investment-reporting/
Client Reporting

Client Reporting vs Investment Reporting

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

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Referenten bmpi Trends in Client Reporting 2021
24. November 2021 https://bmpi.ch/en/trends-in-client-reporting-2021/
Client ReportingTrends

Trends in Client Reporting 2021

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bmpi Mitarbeitende
8. September 2021 https://bmpi.ch/en/bmpi-personalanlass/
Publications

bmpi Personalanlass

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

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people in front of laptops
6. August 2021 https://bmpi.ch/en/client-reporting-survey-2020/
Client Reporting

Client Reporting Survey 2020

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

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Cloud Computing
25. May 2021 https://bmpi.ch/en/how-we-built-a-modern-platform-for-etfs-using-aws/
Publications

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…

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one bitcoin
19. May 2021 https://bmpi.ch/en/taugt-bitcoin-als-anlageklasse/
Publications

Taugt Bitcoin als Anlageklasse?

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

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Sustainability
7. April 2021 https://bmpi.ch/en/nachhaltigkeit-im-finanzwesen/
ESG ReportingPublications

Nachhaltigkeit im Finanzwesen

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

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Alexander Salim
19. January 2021 https://bmpi.ch/en/interview-mit-alexander-salim/
Jobs

Interview mit Alexander Salim

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30. November 2020 https://bmpi.ch/en/trends-in-client-reporting-2020/
Trends

Trends in Client Reporting 2020

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icons8-pie_chart_report
5. November 2020 https://bmpi.ch/en/the-purpose-of-investment-reporting-from-the-perspective-of-the-bank-the-advisor-or-the-asset-management/
Client ReportingConcept

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…

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5. October 2020 https://bmpi.ch/en/apex-fachlehrgang-2020/
Client ReportingConcept

Apex Fachlehrgang 2020

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

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1. October 2020 https://bmpi.ch/en/web-first-client-reporting/
Cinnamon ReportingClient Reporting

Spice up your client reporting with Cinnamon

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

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7. November 2019 https://bmpi.ch/en/trends-in-client-reporting-2019/
Client ReportingTrends

Trends in Client Reporting 2019

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8. November 2018 https://bmpi.ch/en/trends-in-client-reporting-2018/
Client ReportingTrends

Trends in Client Reporting 2018

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9. November 2017 https://bmpi.ch/en/trends-in-client-reporting-2017/
Client ReportingTrends

Trends in Client Reporting 2017

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icons8-file
9. May 2017 https://bmpi.ch/en/behavioural-finance-im-investment-report/
Client ReportingWhitepapers

Behavioural Finance im Investment Report

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

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icons8-file
9. May 2017 https://bmpi.ch/en/systematisches-gestalten-von-investment-reports/
Client ReportingWhitepapers

Systematisches Gestalten von Investment Reports

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

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icons8-document
9. May 2017 https://bmpi.ch/en/best-practice-verbessern/
Client ReportingPublications

Best Practice verbessern

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

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icons8-document
9. May 2017 https://bmpi.ch/en/strukturierte-produkte-im-anlagereport/
Client ReportingPublications

Strukturierte Produkte im Anlagereport

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

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icons8-document
9. May 2017 https://bmpi.ch/en/principles-for-investment-reporting/
Client ReportingPublications

Principles for Investment Reporting

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

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icons8-file
9. May 2017 https://bmpi.ch/en/reporting-system-essential-model/
Client ReportingWhitepapers

Reporting-System – Essential Model

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

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icons8-document
9. May 2017 https://bmpi.ch/en/guidance-to-effective-investment-reporting/
Client ReportingPublications

Guidance to Effective Investment Reporting

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

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27. October 2016 https://bmpi.ch/en/trends-2016-reporting-fuer-professionelle-investoren-wohin-geht-die-reise/
Client ReportingTrends

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

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22. October 2015 https://bmpi.ch/en/trends-2015-client-reporting-aus-sicht-des-empfaengers/
Client ReportingTrends

Trends 2015 – Client Reporting – aus Sicht des Empfängers

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23. October 2014 https://bmpi.ch/en/trends-2014-trends-bei-den-reportinhalten-geruestet-fuer-die-zukunft/
Client ReportingTrends

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

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5. December 2013 https://bmpi.ch/en/trends-2013-die-zukunft-des-investment-reportings-was-wir-von-anderen-branchen-lernen-koennen/
Client ReportingTrends

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

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1. November 2012 https://bmpi.ch/en/trends-2012-reduce-to-the-max-automatisieren-und-kommunizieren-der-leistungsmerkmale/
Client ReportingTrends

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

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6. October 2011 https://bmpi.ch/en/trends-2011-im-zentrum-der-dienstleistung/
Client ReportingTrends

Trends 2011 – Im Zentrum der Dienstleistung

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23. September 2010 https://bmpi.ch/en/trends-2010-einfluesse-auf-das-reporting-nach-der-finanzkrise/
Client ReportingTrends

Trends 2010 – Einflüsse auf das Reporting nach der Finanzkrise

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10. September 2009 https://bmpi.ch/en/trends-2009-client-reporting-aus-verschiedenen-blickwinkeln/
Client ReportingTrends

Trends 2009 – Client Reporting aus verschiedenen Blickwinkeln

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2. October 2008 https://bmpi.ch/en/trends-2008-perfekter-inhalt-und-perfekte-form/
Client ReportingTrends

Trends 2008 – Perfekter Inhalt und Perfekte Form

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13. September 2007 https://bmpi.ch/en/trends-2007/
Client ReportingTrends

Trends 2007

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14. September 2006 https://bmpi.ch/en/trends-2006/
Client ReportingTrends

Trends 2006

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