At our last “Trends in Client Reporting 2016” we had the pleasure of welcoming three renowned speakers. Mary Cait McCarthy, Head of Investment Reporting at Credit Suisse, spoke about how providers are responding to the new needs of professional investors. Beat Zaugg, an independent investment consultant, focused on sustainable investments and other advisory focuses. Oliver Gloor, Managing Director of bmpi AG and member of the Board of Trustees of the Swisscanto Collective Foundation, explained which questions an investment report must answer.
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.
Trends_2016_MaryCait_McCarthy_Wie-Anbieter-auf-neue-Beduerfnisse-professioneller-Investoren-reagierenDownload
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.
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.
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