Trends in Client Reporting 2016
Speakers
Mary Cait McCarthy is Head of Investment Reporting at Credit Suisse. In this role, she is responsible for investment reporting to Credit Suisse’s institutional and UHNWI investors.
Beat Zaugg is an independent investment consultant for pension funds and other institutional investors. His advisory focus is on investment strategy, manager selection, ALM studies and investment reporting. He also has eight years of experience with sustainable investments.
Trends 2016 Beat Zaugg Environmental Social Governance Reporting Trends (PDF)
Oliver Gloor is Managing Director of bmpi AG and a member of the Board of Trustees of Swisscanto Sammelstifung. He is an expert in the field of performance measurement and attribution.
Trends 2016 Oliver Gloor Was der Anlagereport beantworten muss (PDF)
