By Caroline Cavin

Trends in Client Reporting 2022

10. November 2022
Client Reporting
Referenten am Trends in Client Reporting 2022

On 08 November 2022, the “Trends in Client Reporting” took place for the 17th time – this year with top-class presentations from various institutions on the topic of “Investment Reporting and Climate”.

Moderation and program

Alexander Salim, member of the management board at bmpi, led through the program. The program and presentations are available below.


MyReports – pushing boundaries in Credit Suisse Investment Analytics

Sebastian Felsch, CIIA, Senior Business Project Manager Asset Servicing at Credit Suisse

Christophe Holenstein, CIIA, Product Owner for Portfolio Radar at Credit Suisse

How do we reconcile differentiated client requirements, the need for standardization and technological development? Credit Suisse Investment Analytics aims to provide clients with an additional reporting option to better meet their needs.

ESG investment reporting in Switzerland

Dimitri Senik, CFA, Head of Investor Trust Services at PwC Switzerland

Thomas Tscherrig, Master in Computer Science (ETH), Certified International Investment Analyst(AZEK), ESG Investing Certificate (CFA), Member of the Executive Board at bmpi.

Swiss asset owners and asset managers are in the middle of building up their ESG investment reporting. By means of a survey, PwC and bmpi determined the current state in Switzerland and make predictions about future developments in ESG reporting. Dimitri Senik and Thomas Tscherrig jointly presented the key findings of their study.

View results of the ESG Investment Reporting Survey

Dimitri Senik and Thomas Tscherrig presenting the key findings of their ESG Investment Reporting Survey 2022.

CO2 Risk Management for Real Estate Funds – Future Reporting Obligations

Marco Scheurer, Managing Director and co-owner of Sustainable Real Estate AG

In the future, real estate portfolios will have to make a significant contribution to reducing CO2 emissions so that countries can meet their commitments under the Paris Climate Agreement of 2015. New laws, regulations and reporting requirements will lead to increased transparency and comparability for real estate funds.

Climate Scenario Analysis and the TCFD

Nico Kröner, Associate Director, Climate Risks and Opportunities, South Pole

The impacts of climate change are becoming increasingly visible, and at the same time there is a growing demand to incorporate and disclose climate information into corporate strategies. The Taskforce for climate related financial disclosure (TCFD) recommendations is an important driver here. The presentation highlighted how such a scenario analysis works and which scenarios and data can be used.

We say thank you for the exciting “Trends in Client Reporting”

bmpi thanks all participants for their numerous attendance – it was again an exciting event.

Participants will learn about the latest trends in client reporting.

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