Dr. Stefan Joachim Illmer

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

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.

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).

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).

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).

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).

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).

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.

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.

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.

University of Bielefeld, Germany.