By Tomer Barnea

Trends in Client Reporting 2018

8. November 2018
Client Reporting
Trends
Image
E-Mail
Image

At the “Trends in Client Reporting” on 08 November 2018, experts discussed various topics. Prof. Dr. Kerstin Windhövel spoke about risk management and reporting at pension funds, Leif Ludwig presented the further development of client reporting at UBS with a focus on sustainable investments and Yvonne Suter explained the integration of sustainability as a fixed component of client reporting at Credit Suisse.


Speakers

Prof. Dr. Kerstin Windhövel is Head of the Competence Centre for Pensions at the Kalaidos University of Applied Sciences and Managing Director of wincon gmbh, Pensionskassen und Vorsorgeberatung. Prof. Dr. Kerstin Windhövel is head of the Competence Centre for Pensions at the Kalaidos University of Applied Sciences and managing director of wincon gmbh, Pensionskassen und Vorsorgeberatung. She advises pension funds, social insurance institutions and companies in the areas of strategic positioning, introduction of risk management systems and analysis, respectively improvement of relevant key figures.

Leif Ludwig is a Service Manager for Investment Reporting and Investment Accounting. He has been with UBS for more than 6 years in various roles in the area of global custody reporting and has played a significant role in the further development of client reporting in recent years.

Yvonne Suter is a Director and Global Head of Sustainable Investment at Credit Suisse. With her team, she advises private clients, charitable foundations and institutional clients who wish to invest their assets sustainably and is responsible for a number of initiatives with the aim of integrating the topic of sustainable investing even more strongly into the bank.

Program

Would you like to learn more about ESG reporting?

  • Would you like to offer ESG reporting to your clients and prospects? Take advantage of our service. Find out more on our ESG website.
  • What is the difference between the ESG Web Report and the ESG Print Report? View our ESG Web Report and our ESG Print Report.
  • Contact Thomas Tscherrig at thomas.tscherrig@bmpi.ch or +41 44 454 84 84 for a consultation.

Get news on client reporting,
trends, white papers and more.
Subscribe to our blog articles.