Trends in Client Reporting 2015

Speakers

Peter Mathis is an asset manager at Santro Invest AG, Pfäffikon, which is mainly active in the pension fund sector. Throughout his career, he has been involved in reporting tasks for the benefit of clients, supervision, auditing and taxation – in the institutional and family office sector.

Referat P.Mathis Was wissen Reportempfaenger ueber Anlagen (PDF)

Stefan J. Illmer shapes and initiates the most important industry standards in investment reporting and performance measurement in his function as Chairman of the GIPS Expert Group of the Swiss Bankers Association and as Chairman of the Investment Reporting Working Group of the CFA Institute.

Referat S.Illmer Investment Kommunikation bei Pensionskassen (PDF)

Pedro Fischer is Head of Communications at the Sulzer Pension Fund (SVE) and a lecturer at the Institute of Financial Services Zug IFZ. He has many years of experience in evaluating client communication.

Referat P.Fischer Kommunikation als Erfolgsmerkmal am Beispiel Pensionskassen (PDF)