Illmer Investment Performance Consulting AG
WELCOME
WHO WE ARE ? Illmer Investment Performance Consulting AG is an independent consulting firm and was founded in 2011 by Dr. Stefan Joachim Illmer. Following the slogan consulting through education, in the beginning the firm activities focused on consulting and training in the areas of investment performance, investment reporting and investment controlling. Following a client demand, over the last years firm activities were broaden and cover today all aspects of the value chain of investment management (except research). WHAT WE STAND FOR ? As motivated consulting firm we bundle our strengths to the profit of our clients and partners. Experience and creativity are the basis for highest quality and sustainable solutions. Strategic and far-sighted thinking, deep market knowledge and solution-oriented acting enable client and target-oriented services which we deliver with enthusiasm and individual engagement. WHAT IS OUR EXPERIENCE ? Extensive experience in the areas of investment management, investment performance, investment reporting and investment controlling. Profound knowledge and expertise of the whole investment management process from acquisition to investment reporting. Effective management of strategic and organizational projects (processes, products, best practices). High-end client advisory according to success through excellence. WHAT DO WE OFFER ? Our offering covers consulting and training in all areas of investment management (except research) and therefore span from: - visionary and strategic consultancy - process redesign and organizational development - software-/product advisory and product development - client and topic-specific (technical) trainings to - performance review and performance monitoring - Investment reporting and investment controlling. In addition, we bring our knowledge and experience to decision-making bodies, including: - Member or adviser on a Board of Trustees or Board of Directors - Member or adviser on an investment committee - Member or advisor on a risk management committee - Member or adviser on an audit committee. WHAT ARE OUR CUSTOMERS ? - Pension funds - Institutional asset managers - Familiy offices - Life insurance companies - Fund companies - Custodians - Software companies - Training companies WHAT DO WE BELIEVE IN ? - (in the long run) quality leads to success. - quality has a price, but must not always be expensive. - fair competition, transparency, disclosure and consistency are the basis for sustainable success. - F, M, P, B, R - investment reporting solutions serve not only high-end clients - (flexible, multiple, premium, best practice, relevant). - transparent investment process facilitates a decision-oriented investment controlling. - best practices for the performance measurement and investment reporting help pension funds and wealthy investors to master the current and future challenges.
Success through excellence !
ACHIEVEMENTS
SHARED KNOWLEDGE AND EXPERIENCE
PRESENTATION
1. PPT presentation on „Decision Oriented Return Measurement“.
=> Link to PPT presentation
2. PPT presentation on „Update On GIPS 2020“.
=> Link to PPT presentation
3. PPT presentation on „Average Invested Capital“.
=> Link to PPT presentation
4. PPT presentation on „Economic Average Invested Capital“.
=> Link to PPT presentation
5. PPT presentation on „Benchmark Study On Investment Reporting“.
=> Link to PPT presentation
6. PPT presentation on „Guidance To Effective Investment Reporting“.
=> Link to PPT presentation
7. PPT presentation on „Decomposing Portfolio Duration“.
=> Link to PPT presentation
8. PPT presentation on „Use Specific Performance Analysis“.
=> Link to PPT presentation
9. PPT presentation on „Principles For Investment Reporting“.
=> Link to PPT presentation
10. PPT presentation on „MWR For Benchmarks“.
=> Link to PPT presentation
11. PPT presentation on „MIRR And AMIRR“.
=> Link to PPT presentation
12. PPT presentation on „Decision Oriented Return And Risk Attribution“.
=> Link to PPT presentation
13. PPT presentation on „Holdings Based Risk Attribution“.
=> Link to PPT presentation
14. PPT presentation on „ Multi Layer Return And Risk Attribution“.
=> Link to PPT presentation
15. PPT presentation on „Future Of Investment Reporting“.
=> Link to PPT presentation
16. PPT presentation on „Decision Oriented Return And Risk Monitoring“.
=> Link to PPT presentation
17. PPT presentation on „New And Less Common Ways Measuring Returns“.
=> Link to PPT presentation
18. PPT presentation on „IRR Attribution“.
=> Link to PPT presentation
19. PPT presentation on „Pitfalls In Performance Attribution“.
=> Link to PPT presentation
20. PPT presentation on „Comprehensive Performance Measurement For Pension Funds“.
=> Link to PPT presentation
21. PPT presentation on „Benchmark Study on Reclaim of foreign QST / withholding tax of Swiss Pension Funds“.
=> Link to PPT presentation
22. PPT presentation on „TWR a a special case of the MWR“.
=> Link to PPT presentation
23. PPT presentation on „TWR a a special case of the MWR“.
=> Link to PPT presentation
ARTICLE / WORKING PAPER
1. Working paper on currency hedging within globally diversified portfolios.
=> Link to working paper
2. Working paper on currency hedging within globally diversified portfolios.
=> Link to working paper
4. Working paper on the concept of investment controlling within portfolio management.
=> Link to working paper
5. Working paper on the purpose of performance presentation standards.
=> Link to working paper
6. Working paper on the concept of investment controlling within real estate management.
=> Link to working paper
7. Working paper on the status quo and vision of performance analyses.
=> Link to working paper
8. Working paper on the need for best practices for performance attribution.
=> Link to working paper
9. Working paper on the need for action within investment reporting.
=> Link to working paper
10. Working paper on the correction of historic returns.
=> Link to working paper
11. Working paper on transparency – not just a buzzword, but a maxim.
=> Link to working paper
12. Working paper on the concept to decompose the MWR (Money-weighted Rate of Return) and the IRR (Internal Rate of Return).
=> Link to working paper
13. Working paper interview on performance attribution guidance.
=> Link to working paper
14. Working paper on best practices for performance attribution.
=> Link to working paper
15. Working paper on client reporting as a differentiation factor within the wealth management industry.
=> Link to working paper
16. Working paper on performance analyses of absolute oriented asset management accounts.
=> Link to working paper
17. Working paper on the future of performance measurement.
=> Link to working paper
18. Working paper about thoughts on investment reporting.
=> Link to working paper
19. Working paper about interview on investment reporting.
=> Link to working paper
20. Working paper about GIPS Standards 2010.
=> Link to working paper
21. Working paper on the concept to decompose the MWR (Money-weighted Rate of Return) and the IRR (Internal Rate of Return).
=> Link to working paper
22. Working paper on client reporting from different perspectives
=> Link to working paper
23. Working paper on the purpose of performance analyses.
=> Link to working paper
25. working paper on the necessity for a industry standard for investment reporting.
=> Link to working paper
26. working paper on the adjusted modified internal rate of return - another way to calculate a money weighted rate of return.
=> Link to working paper
27. working paper on the TWR - a Special Case of the MWR..
=> Link to working paper
GUIDANCE PAPER
1. Guidance paper on the presentation of performance attribution.
=> Link to guidance paper
2. Guidance paper for the user of investment reporting.
=> Link to guidance paper
3. Guidance paper for investors regarding question to asset managers.
=> Link to guidance paper
CASE STUDIES
1. Case Study on setup and calculation of a FX-overlay benchmark.
=> Link zur Case Study Paper
HISTORY
A SUCCESS STORY !
Illmer Investment Performance Consulting AG is an independent consulting firm and was founded in 2011 by Dr. Stefan Joachim Illmer. Following the slogan
consulting through education, in the beginning the firm activities focused on consulting and training in the areas of investment performance, investment
reporting and investment controlling. Following a client demand, over the last years firm activities were broaden and cover today all aspects of the value chain
of investment management (except research).
Dr. Stefan Joachim Illmer
MANAGING DIRECTOR
Dr. Stefan J. Illmer is managing director of Illmer Investment Performance Consulting AG (IIPC-AG) in Schaffhausen, Switzerland. In addition to his profound experience in the management of teams and the reorganization of processes in a very demanding environment, Dr. Stefan J. Illmer is a well-known and sought-after technical expert in the field of performance measurement, performance presentations (GIPS Standards ), performance attribution, investment controlling and investment reporting. Dr. Stefan J. Illmer has been strongly involved in defining and developing industry best practices since 1996 and is leading relevant industry committees and promoting new concepts or methodologies in the above-mentioned topics. After the academic training – as Dr. of Business Administration – Dr. Stefan J. Illmer shares his experience, knowledge and technical developments by publishing articles, training lectures or lectures to numerous Industry conferences.
ABOUT US
Für die deutsche Version bitte den Knopf drücken
ADDRESS
Illmer Investment Performance Consulting AG
Weinbergstrasse 28
8200 Schaffhausen
Switzerland
CONTACT
e: stefan.illmer@iipc-ag.com
f: +41 52 620 12 66
m: +41 79 962 20 37
SHARE
Illmer Investment
Performance Consulting AG
WELCOME
WHO WE ARE ? Illmer Investment Performance Consulting AG is an independent consulting firm and was founded in 2011 by Dr. Stefan Joachim Illmer. Following the slogan consulting through education, in the beginning the firm activities focused on consulting and training in the areas of investment performance, investment reporting and investment controlling. Following a client demand, over the last years firm activities were broaden and cover today all aspects of the value chain of investment management (except research). WHAT WE STAND FOR ? As motivated consulting firm we bundle our strengths to the profit of our clients and partners. Experience and creativity are the basis for highest quality and sustainable solutions. Strategic and far-sighted thinking, deep market knowledge and solution-oriented acting enable client and target-oriented services which we deliver with enthusiasm and individual engagement. WHAT IS OUR EXPERIENCE ? Extensive experience in the areas of investment management, investment performance, investment reporting and investment controlling. Profound knowledge and expertise of the whole investment management process from acquisition to investment reporting. Effective management of strategic and organizational projects (processes, products, best practices). High-end client advisory according to success through excellence. WHAT DO WE OFFER ? Our offering covers consulting and training in all areas of investment management (except research) and therefore span from: - visionary and strategic consultancy - process redesign and organizational development - software-/product advisory and product development - client and topic-specific (technical) trainings to - performance review and performance monitoring - Investment reporting and investment controlling. In addition, we bring our knowledge and experience to decision-making bodies, including: - Member or adviser on a Board of Trustees or Board of Directors - Member or adviser on an investment committee - Member or advisor on a risk management committee - Member or adviser on an audit committee. WHAT ARE OUR CUSTOMERS ? - Pension funds - Institutional asset managers - Familiy offices - Life insurance companies - Fund companies - Custodians - Software companies - Training companies WHAT DO WE BELIEVE IN ? - (in the long run) quality leads to success. - quality has a price, but must not always be expensive. - fair competition, transparency, disclosure and consistency are the basis for sustainable success. - F, M, P, B, R - investment reporting solutions serve not only high-end clients - (flexible, multiple, premium, best practice, relevant). - transparent investment process facilitates a decision-oriented investment controlling. - best practices for the performance measurement and investment reporting help pension funds and wealthy investors to master the current and future challenges.
HISTORY
A SUCCESS STORY !
Illmer Investment Performance Consulting
AG is an independent consulting firm and
was founded in 2011 by Dr. Stefan Joachim
Illmer. Following the slogan consulting
through education, in the beginning the firm
activities focused on consulting and training
in the areas of investment performance,
investment reporting and investment
controlling. Following a client demand, over
the last years firm activities were broaden
and cover today all aspects of the value chain
of investment management (except
research).
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Für die deutsche Version bitte den
Knopf drücken
