By Thomas Tscherrig

Trends in Client Reporting 2015

22. October 2015
Client Reporting

In a review of the 2015 Trends in Client Reporting, top-class speakers provided their expertise. Peter Mathis from Santro Invest AG, Stefan J. Illmer from GIPS Expert Group and Pedro Fischer from Sulzer Vorsorgeeinrichtung highlighted topics such as investments, industry standards and successful client communication.


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.

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.

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.

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