Basic

Dr. Stefan Joachim Illmer

Employee, Managing Director, Illmer Investment Performance Consulting AG

Schaffhausen, Switzerland

Skills

Experience and technical expertise in
performance measurement
Präsentation
Referat (Vortrag)
GIPS Standards
Performance
Performance Management
investment risk management
investment controlling
investment monitoring
investment reporting
profound experience in managing teams and re-organizing processes in very challenging environments.

Timeline

Professional experience for Stefan Joachim Illmer

  • Current 4 years and 6 months, since Mar 2017

    Member Board of Directors

    Apex Reporting Services AG

  • Current 10 years and 2 months, since Jul 2011

    Managing Director

    Illmer Investment Performance Consulting AG

    Managing Director at Illmer Investment Performance Consulting AG (IIPC-AG) in the Zurich area, Switzerland providing consulting and training services in the area of investment reporting, investment controlling, performance presentation, performance measurement, performance attribution and performance analytics. Provides support, consulting and training to institutional asset manager like asset management companies, pensions funds, family offices, UHNWI, or service provider for the asset management industry

  • 3 months, Jul 2015 - Sep 2015

    Global Head of Investment Performance Analytics

    UBS Global Asset Management

    Managing Director and Global Head of Investment Performance Analytics at UBS Global Asset Management responsible for the evaluation of the investment performance and product quality of the current and future product shelf – to better meet best practices and client's expectations.

  • 6 months, Apr 2015 - Sep 2015

    Member of the Board

    Apex Reporting Services AG

  • 1 year and 2 months, Jan 2013 - Feb 2014

    Chairman of the Board

    Comarch Asset Management Solutions AG

  • 1 year and 1 month, Jan 2011 - Jan 2012

    Head Investment Reporting Development

    Credit Suisse AG

    Responsible for the development and the promotion of investment reporting within Credit Suisse as well as competence center for best practices in the area of investment reporting, performance presentation and performance analytics. Provide support and consulting to major / key clients of Credit Suisse (namely global custody clients, asset management clients, UHNWIs, family offices, external asset managers).

  • 1 year and 8 months, May 2009 - Dec 2010

    Head Investment Reporting

    Credit Suisse AG

    Responsible for the development of global investment reporting / high–end client reporting as well as for support and consulting to major / key clients of Credit Suisse (namely global custody clients, asset management clients, UHNWIs, family offices, external asset managers). Managing a team of 10 employees (client servicing officers).

  • 3 years and 4 months, Jan 2006 - Apr 2009

    Head Client Reporting

    Credit Suisse AG

    Responsible for the processing and development of global investment reporting / high–end client reporting as well as for support and consulting to major / key clients of Credit Suisse (namely global custody clients, asset management clients, UHNWIs, family offices, external asset managers). Managing a team of 30 employees (client servicing officers, processing staff, business analysts, project managers).

  • 1 year and 7 months, Jun 2004 - Dec 2005

    Head Client Reporting & Projects

    Credit Suisse Asset Management (Switzerland)

    Responsible for the processing and development of global investment reporting as well as for support and consulting to major / key clients of Credit Suisse Asset Management (global custody clients and asset management clients). Managing a team of 25 employees (client servicing officers, processing staff, business analysts and project managers).

  • 7 years, Jun 1997 - May 2004

    Head Product Control

    Credit Suisse Asset Management (Switzerland)

    Responsible for the design and development of the product control function (performance measurement, performance presentation – compliance with the AIMR / GIPS Standards, performance attribution, investment risk management, performance monitoring) as well as for several special projects – furthermore responsible for the organization and execution of all support services for the biggest client with over CHF 10 bn assets under management. Managing a team of 13 employees (performance analysts / risk managers).

  • 2 years and 1 month, May 1995 - May 1997

    Portfolio Strategist

    Credit Suisse Asset Management (Switzerland)

    Responsible for validation and monitoring of the determination and implementation of the investment strategy of asset allocation funds (CS Portfolio Fonds) as well as for associated performance analytics.

Educational background for Stefan Joachim Illmer

  • 4 years and 1 month, Jan 1991 - Jan 1995

    Capital Market Theory

    Universität Zürich

    University of Zurich, Switzerland. Supervising professor was Prof. Dr. Rudolf Volkart. Theses "Untersuchung zur Währungsproblematik – aus Sicht schweizerischer Anlagestiftungen" about currency hedging with globally diversified portfolios.

  • 4 years and 1 month, Jan 1986 - Jan 1990

    Banking and Finance

    Westfälische Wilhelms-Universität Münster

    University of Munster, Germany. Focus areas were bank management and finance: bank controlling with Prof. H. Schierenbeck and capital market theory with Prof. M. Steiner.

  • 2 years and 1 month, Jan 1984 - Jan 1986

    Betriebswirtschaftslehre (BWL)

    Universität Bielfeld

    University of Bielefeld, Germany.

Languages

  • German

    First language

  • English

    Fluent

Wants

Herausforderungen
Geschäftskontakte
Verwaltungsratsmandate
interessante Projekte und Aufgaben
Trainings
Vortragsmöglichkeiten
alte Freunde
Bekannte und Kollegen.

Interests

Performance measurement
performance presentation
GIPS Standards
performance attribution
investment risk management
investment controlling
investment monitoring
investment reporting
investment risk management
internal rate of return
investment management
capital markets
but also all topics worthwhile discussing.

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