News & Events

February 29, 2024

IDS at TSAM Europe in London on March 15, 2024

Visit the IDS booth and listen to the presentation of an IDS expert at TSAM Europe, at Lancaster London Hotel, London, on March 15th.  
Asset managers, institutional investors and custodians from across Europe visit the conference in the quest to discover the latest strategies, hottest trends and most advanced tools to improve their operational effectiveness, and access the key solution providers. 
Boris Neubert will give a presentation about „Convergence of Regulatory and Analytical Client Reporting” within the stream “Client Reporting and Communications”, the best-attended of six streams.

Find more information about the event here.

 

February 11, 2024

IDS at the ALFI Spring Conference - Luxembourg, March 18-19th, 2016

Visit us at this year's ALFI Spring Conference at the Nouveau Centre de Conférences Kirchberg (NCCK) in Luxembourg on March 8 and 9, 2016.

Talk to our experts at the IDS booth (07) about the impact of the changing regulatory requirements as well as about other top issues for the reporting of institutional funds and mutual funds. Learn also how the IDS platform allows growth and saves money.

An overview of the program highlights of the ALFI Spring Conference is available here.

 

October 29, 2024

BVI - Facts, Funds and Food

** Please note: This event will be held in German language **

Asset-Manager im Spannungsfeld regulatorischer Datenanforderungen (Solvency II, VAG, CRR/CRD IV + GroMiKV, UCITS, AIFMD)

Die Finanzmärkte befinden sich in einer Ära der umfassenden Regulierung, die für alle Akteure neue Herausforderungen bergen. Auch Asset-Manager sind davon betroffen, sowohl direkt (OGAW-Richtlinie, AIFM-Richtlinie) als auch indirekt durch die Regulierung ihrer Investoren (CRR/ CRD/ GroMiKV, Solvency-II-Richtlinie, VAG, IORP-Richtlinie).

Die Bewältigung dieser neuen Herausforderungen im Controlling und Reporting erfordert Methodenkompetenz sowie ein umfangreiches Datenmanagement. Der Vortrag von Dr. Tim-Oliver Müller, Head of Risk Controlling Solutions, IDS GmbH - Analysis and Reporting Services beleuchtet die Komplexität der Regulierungen und erläutert die ganzheitlichen Anforderungen an das Datenmanagement eines Asset Managers.

Die Veranstaltung findet am 12. November 2015, von 12:00 bis 14:00 Uhr statt (ab 12:00 Uhr Registrierung der Teilnehmer).

Veranstaltungsort: BVI Konferenzetage, 6. Stock, Bockenheimer Anlage 15, 60322 Frankfurt am Main

Weitere Informationen zur Veranstaltung und Anmeldung erhalten Sie hier.

September 29, 2024

IDS at BVI Asset Management Konferenz 2015

Please note that this event will be conducted in German language

Die IDS-Experten erwarten Sie am Stand 2 und beraten Sie gerne rund um die Themen Regulatorisches Reporting, Performanceattribution sowie über unseren aktuellen Beitrag zur Digitalisierung im Asset-Management, die IDS eServices, die unseren Kunden den mobilen Zugang zum Datenmanagement und zu ausgewählten Reports erleichtern. Weitere Informationen erhalten Sie hier.

April 29, 2024

New on the IDS Website

Last year IDS has responded with an extended service on the new regulatory requirements for the institutional client reporting of asset managers for banks.

Due to our customers' increasing demand for the enhanced IDS service "CRR / CRD Client Reporting", more detailed information can now be found on our website.

February 23, 2024

IDS to chair European Solvency II Summit in Brussels

IDS will chair the 2015 European Solvency II Summit in Brussels on February 25 and 26.

February 23, 2024

Solvency II – spring-cleaning for the asset management industry in 2015?

Read the full article from the Expert Guide Investment Funds 2015 here (p.12 following). Dr. Boris Neubert (IDS) and David Zackenfels (ALFI) describe the current state of the discussion surrounding implementation of Solvency II and illustrate the implications of the directive.

January 27, 2024

IDS und FWW kooperieren in Europa

Die vollständige Pressemitteilung zur Kooperation zwischen IDS und FWW kann hier abgerufen werden. 

January 26, 2024

IDS at TSAM Europe 2015

Visit the IDS booth and listen to the presentation „How we attained Solvency II readiness" of an IDS expert within the stream “Client Reporting and Communications”, the best-attended of six streams, at TSAM Europe 2015, Lancaster London Hotel, London, on March 17th.

Asset managers, institutional investors and custodians from across Europe visit the conference in the quest to discover the latest strategies, hottest trends and most advanced tools to improve their operational effectiveness, and access the key solution providers.

January 21, 2024

IDS at the ALFI Spring Conference - Luxembourg, March 24-25th, 2015

Visit us at this year's ALFI Spring Conference at the Nouveau Centre de Conférences Kirchberg (NCCK) in Luxembourg on 24th and 25th March 2015.


Our topic of the year is Solvency II. Talk to our experts at the IDS booth about the impact of the changing regulatory requirements as well as about other top issues for the reporting of institutional funds and mutual funds. Learn also how the IDS platform allows growth and saves money.


An overview of the program highlights of the ALFI Spring Conference is available here.

January 14, 2024

Publication of Maximilian Härtel and Giuseppe Orlando in the „Journal of Credit Risk“

Maximilian Härtel (IDS GmbH) and Giuseppe Orlando (Allianz Asset Management) present their approach to measure credit and counterparty risk, with the main focus on over-the-counter derivatives. Read “A Parametric Approach to Counterparty and Credit Risk” in the Journal of Credit Risk 10(4), S.97-133.

November 25, 2023

Review by the Journal of Investment Management

“This excellent book covers everything a practitioner needs to know to construct a comprehensive system for analyzing investment performance.“


Read the full review of ”PERFORMANCE EVALUATION AND ATTRIBUTION OF SECURITY PORTFOLIOS” by the Journal of Investment Management

 

September 03, 2024

Asset Management Conference in Frankfurt

Visit IDS at the Asset Management Conference in Frankfurt (Stand No. 2). On September 24 the German Association for Investment and Asset Management, BVI organizes an informative agenda for Asset Managers, institutional investors and custodians at the Gesellschaftshaus im Palmengarten. Current portfolio strategies, regulatory topics as well as product requirements are some of the programs‘ topics. Speakers are e.g. Dr. Jens Weidmann, President of Deutsche Bundesbank and Dr. Bert Flossbach, Chief Executive of Flossbach von Storch AG. Further information about this event.

July 25, 2024

Challenges and Solutions for the Institutional Business

The financial crisis has triggered several comprehensive changes in the banking regulations. The customer reporting of financial investment management companies has to now fulfil numerous alterations which are being driven especially by investors and which serve the fulfilment of their regulatory obligations.

 

At the workshop “Challenges and Solutions for the Institutional Business” IDS and their partner FWW discussed these topics during a client event end of June. Thomas Ohlsen of IDS provided an overview on the new regulations following Basel III and the European Implementation of CRR and CRD IV. Subsequently he presented the resulting regulatory requirements as well as open questions and possible developments. Dr. Bernd R. Fischer of IDS showed which impact these regulatory developments have on financial investment management data  and which pros and cons the different options to comply with the new challenges have, e.g. internal solutions, partial outsourcing, managed services.

July 22, 2024

“Highly recommended for professionals who evaluate portfolio managers[…]”

Kishor Bagri of the American CFA Institut discusses the book “Performance Evaluation and Attribution of Security Portfolios” by IDS Managing Director Dr. Bernd R. Fischer and Russ Wermers.

The professional opinion of the Certified Financial Accountant: „Unlike books that are either concerned exclusively with nuts-and-bolts issues or unduly theoretical, it provides an optimal balance for the benefit of both practitioners and academicians.” 

Read the complete review here

June 10, 2024

IDS again at Facts, Funds and Food

The event will be held in German 

Die Facts, Funds and Food- Veranstaltung am 4. Juli 2014 steht im Zeichen des CRR/CRD Kundenreportings.

Hier präsentiert der IDS-Experte Thomas Ohlsen:

"Kapitalanlagereporting nach CRR/CRD - Kundenreporting von Asset-Managern für Banken".

 

Ort:

Konferenzetage im 6. Stock

Bockenheimer Analge 15

60322 Frankfurt am Main

 

Zeit:

4. Juli 2014, 12:00 bis 14:00

 

Das vollständige Programm finden Sie hier

May 23, 2024

IDS Forum on Solvency II in London

We are pleased to announce Martin Bradley from Ernst & Young as key note speaker at the forum on Solvency II for Insurance Asset Management.

We are also pleased to confirm our external speakers and panellists:

  • Chris Johnson, Senior Product Manager, HSBC Securities Services
  • Michael Fraikin, Head of the Portfolio Management Team, Invesco Asset Management Deutschland
  • Christian Puschmann, Managing Director, Invesco Asset Management Deutschland
  • Peter Bonisch, Managing Partner, Paradigm Risk
  • Susan Wright, Senior Regulatory Advisor, Investment Management Association
  • Amarjit Singh, Partner, Ernst & Young

Please click here for further information and registration

May 23, 2024

IDS again at Funds, Facts and Food

The event will be held in German.

Wegen der großen Nachfrage präsentieren IDS- Experten im Rahmen der BVI- Veranstaltung Funds, Facts and Food auch am 6. Juni 2014 Informationen über Solvency II.

Wie bereits am 2. Juni 2014 informieren IDS- Experten über regulatorische Anforderungen und praktische Implementierung von Solvency II.

Zwischen 12 und 14 Uhr halten unsere Experten folgende Vorträge:

  • Petra Schneider: "Kapitalanlagereporting nach Solvency II: Herausforderungen an das institutionelle Asset Management"

  • Dr. Andrej El: "Solvency II Reporting in der Praxis: Effizienz von Anlagekonzepten unter Berücksichtigung von SCR- Anforderungen".

Das vollständige Programm finden Sie hier

May 21, 2024

Bernd R. Fischer at PMAR V Europe

Bernd R. Fischer will deliver a presentation at the fifth International Performance Measurement, Attribution & Risk Conference on June 10th 2014 in London.

He will talk about "Five years after the crisis, what are we doing different from a risk perspective". Here you can find more information about the event and its programme.

May 07, 2024

IDS at Funds, Facts and Food

The event will be held in German.

Am 2. Juni 2014  präsentieren IDS- Experten im Rahmen der Facts, Funds and Food- Veranstaltung zum Thema Solvency II Informationen rund um regulatorische Anforderungen und praktische Implementierung.

 

Zwischen 12 und 14 Uhr halten unsere Experten folgende Vorträge:

 

  • Petra Schneider: "Kapitalanlagereporting nach Solvency II: Herausforderungen an das institutionelle Asset Management"

  • Dr. Andrej El: "Solvency II Reporting in der Praxis: Effizienz von Anlagekonzepten unter Berücksichtigung von SCR- Anforderungen".

May 07, 2024

IDS Forum: Solvency II for Insurance Asset Management, Bridge the gap between requirement and implementation - June 26, 2024 in London

The IDS Forum on Solvency II for Insurance Asset Management will take place on Thursday 26 June 2024 from 8.30 am - 2 pm at the London Capital Club.

It’s common knowledge that Solvency II challenges asset management and asset servicing firms. In our forum practitioners will advise on the implementation of Solvency II compliant investment strategies and client reporting solutions. The forum will:

  • feature expert knowledge on insurance asset management from a reporting, as well as from an investment perspective;

  • demonstrate a practice-tested solution taking into consideration the detailed asset data requirements, the necessary cross-sector expertise and the required systems and methodology;

  • and provide insights into the benefits and opportunities.


For more information about the IDS Forum and to register please click here

March 05, 2024

IDS at TSAM Europe 2014

Visit the IDS booth (number 7) and listen to the presentation „High Quality Reporting: Vision or Mission?" of an IDS expert within the stream “Client Reporting and Communications”, the best-attended of nine streams, at TSAM Europe 2014, Lancaster London Hotel, London, on March 25th.  
Asset managers, institutional investors and custodians from across Europe visit the conference in the quest to discover the latest strategies, hottest trends and most advanced tools to improve their operational effectiveness, and access the key solution providers. 

January 30, 2024

IDS at the ALFI Spring Conference - Luxembourg, March 18-19th, 2014

Visit us at this year's ALFI Spring Conference at the Nouveau Centre de Conférences Kirchberg (NCCK) in Luxembourg on 18th and 19th March 2014.

Talk to our experts at the IDS booth (#49) about the impact of the changing regulatory requirements as well as about other top issues for the reporting of institutional funds and mutual funds. Learn also how the IDS platform allows growth and saves money.

An overview of the program highlights of the ALFI Spring Conference is available here.

November 19, 2023

Kamil Zielinski: Long run stock performance of initial public offerings: An international insight.

Within the last two decades, a variety of empirical studies have examined the development of long-run stock returns after initial public offerings. Since the reported results were obtained by use of diverse computation methods, unequal study periods and different benchmarks, they do not give a consistent and systemized information in respect to the worldwide valid long-run abnormal performance. The main goal of Kamil Zielinski's article is to assemble an overview of the selected event studies for the local stock markets and to compare the documented stock performance to each other in a fair and transparent way. Zielinski, Front-End Portfolio Analyst at IDS, also discusses the possible reasons for the long-term underperformance phenomenon in his article. To read the article, please follow this link.

Published in: Trends of the World Economy - Key Problems of Selected Economies, Regions and Industries, 5th Edition, 2013.

October 14, 2024

IDS auf dem Wertpapierforum in Wien

Besuchen Sie uns am IDS-Stand auf dem Wertpapierforum am 28. und 29. November 2013 in Wien - der führenden Konferenz für Wertpapierprofis aus Deutschland, Österreich und der Schweiz.

Dr. Boris Neubert, Head of Business Development bei IDS, wird im Stream Investment Forum am 28. November 2013 um 14 Uhr einen Vortrag zum Thema "Welche Chancen bietet Solvency II für Fondsgesellschaften" halten. Dabei er geht er u.a. auf folgende Fragestellungen ein:

  • Überblick: Wie können Fondsgesellschaften Versicherer als Kunden gewinnen und binden?
  • Produktentwicklung/Fondsmanagement: Wie werden Produkte unter Solvency II effizient?
  • Marketing/Vertrieb: Mit welchem Marketingmaterial wird der Vertrieb optimal unterstützt?
  • Kundenreporting: Welche Anforderungen muss das Berichtswesen erfüllen?

 Weitere Informationen zum Programm des Wertpapierforums finden Sie hier.

September 24, 2024

Modernes Kapitalanlagereporting: Welchen Anforderungen begegnen Pensionskassen?

Auf der aba-Tagung der Fachvereinigung Pensionskassen am 11. September 2013 skizzierte Dr. Boris Neubert, Head of Business Development bei IDS, die "Anforderungen an ein modernes Kapitalanlagereporting". Vor dem Hintergrund der drei größten Herausforderungen für das operative Kapitalanlagereporting von Pensionskassen - namentlich das schwierige Kapitalmarktumfeld, eine zunehmend strengere Regulierung sowie eine Vielzahl von Akteuren rund um die Kapitalanlage - zieht Neubert folgende drei Schlüsse: Zum einen muss ein ökonomisches wie regulatorisches Reporting aus einer aktuellen, richtigen, vollständigen und in sich schlüssigen Datenlage fließen. Zum anderen ist es notwendig, dass flexible Analysen und Berichte ein stringentes Risiko- und Performancemanagement wirkungsvoll unterstützen. Schließlich benötigt das Personal für die Erstellung und Erläuterung der Ergebnisse branchenübergreifendes aktuelles Know-how kombiniert mit technisch-fachlicher Umsetzungskompetenz. Am Beispiel des Allianz-Konzerns zeigt Neubert auf, wie die Bewältigung dieser Herausforderungen gelingen kann.

Den kompletten Vortrag mit Praxisbeispielen und einer hilfreichen Checkliste finden Sie hier.

September 11, 2024

Vortrag "Investment Reporting: 'State of the art' bedeutet Stringenz"

Dr. Hans-Jörg Neu spricht am 13. September 2013 im Rahmen einer Weiterbildungsveranstaltung der Deutschen Aktuar-Akademie GmbH (DAA) in München über die Anforderungen und Herausforderungen eines state-of-the-art Investment Reportings. Dabei geht er inbesondere auf die Kritierien für eine optimale Unterstützung der Investment Value Chain ein und unterstreicht die zentrale Bedeutung einer state-of-the-art Infrastruktur, einer strategischen wie taktischen Asset Allocation sowie eines umfassenden Investment Monitorings für erfolgreiches Investment Management.

August 28, 2024

Presentation on "Product Management in the Asset Management Industry", on September 18, 2013, at the Goethe Business School, Goethe University, Frankfurt/Main

Dr. Bernd R. Fischer will talk about the specifics of product management in the asset management industry at the executive education program "Financial Innovation & Investor Suitability Practice", Training for the Securities Association of China (SAC), at the Goethe Business School of Goethe University Frankfurt. He will especially provide details on product information disclosure exemplified by the Key Investor Information Document (KIID). Furthermore he will show, how asset manager are able to maintain product quality and overcome challenges of their operating model.

July 31, 2024

Bernd R. Fischer Being Appointed a Member of the Advisory Board of "The Journal of Performance Measurement"

Bernd R. Fischer, Managing Director of IDS GmbH - Analysis and Reporting Services, has recently been appointed a member of the adivsory board of "The Journal of Performance Measurement". "The Journal of Performance Measurement" serves as the primary resource for the performance measurement industry.

With the aim to merge theoretical thought with practical application, "The Journal of Performance Measurement"  addresses performance measurement professionals wanting to remain on the leading edge of this ever-changing industry. Please follow this link for further information on "The Journal of Performance Measurement".

July 24, 2024

Vortrag "Anforderungen an ein modernes Kapitalanlagereporting" am 11. September 2013 auf der aba-Tagung der Fachvereinigung Pensionskassen

Dr. Boris Neubert erläutert die aktuellen "Anforderungen an ein modernes Kapitalanlagecontrolling" auf der aba-Tagung der Fachvereinigung für Pensionskassen. Der Vortrag findet am 11. September 2013 in Mannheim, Dorint Kongress Hotel, statt.

Weitere Informationen zur Veranstaltung und dem Programm finden Sie hier.

July 24, 2024

IDS at the alfi global distribution conference in association with nicsa & hkifa, September 12-13, 2013

Visit us at booth 13 of the Nouveau Centre de Conférences Kirchberg (NCCK) in Luxembourg: Our experts will be happy to inform you about this year's key topics for institutional reporting, Solvency II, retail reporting and performance attribution.

Please follow this link to get an overview of further topics at the alfi global distribution conference in association with nicsa & hkifa.

May 29, 2024

IDS at the Value Intelligence Conference 2013

Visit the IDS booth at the Value Intelligence Conference (via), 11 June 2013, in Munich.

This year, the lectures of top-class speakers will focus on the value-oriented approach to investment in the tradition of Benjamin Grahams und the Columbia Business School.

May 21, 2024

IDS at the Buy-Side Technology European Summit 2013

IDS will join the panel discussion "The Outlook for Cloud Technologies in the Buy-Side Environment" at the Buy-Side Technology European Summit 2013 on May 21, in London. 

February 28, 2024

IDS at TSAM Europe 2013

Visit the IDS booth (number 15) and listen to the presentations of IDS experts - "The Fundamental Importance of Data Management for Risk and Performance Measurement" within the Performance Measurement & Investment Risk stream, and "Inside Out - The Next Generation Outsourcing" as part of the Outsourcing Business & IT stream - at TSAM Europe 2013, 19 March, Lancaster London Hotel, London, UK.

January 15, 2024

IDS at the ALFI Spring Conference - Luxembourg, March 19-20, 2013

Visit us at this year's ALFI Spring Conference at the Nouveau Centre de Conférences Kirchberg (NCCK) in Luxembourg on 19 and 20th March 2013.

Talk to our experts at the IDS booth about the impact of the changing regulatory requirements as well as about other top issues for the reporting of institutional funds and mutual funds. Learn also how the IDS platform allows growth and saves money. An overview of the program highlights of the ALFI Spring Conference is available here.

November 14, 2023

IDS joins the European Trading Architecture Summit 2012 in London, UK

The European Trading Architecture Summit on November 22 in London is a leading opportunity for technologists from investment banks and financial firms as well as technology vendors and service providers, to drill down into the nuts and bolts of cutting-edge solutions and the latest industry hot topics. This conference brings together technologists, architects, software developers and managers of enterprise infrastructure from both the sell-side and buy-side communities to discuss the latest in trading technology and the strategies in managing enterprise infrastructure.

IDS GmbH - Analysis and Reporting Services, will join the panel "Evaluating the benefits and drawbacks of outsourcing". The following questions will be in the centre of discussion: How can we outsource agile? What are the big operational changes leading to more outsourcing and out servicing? Are the days of big in-house teams gone for banks? How do you ensure third-party providers understand your business needs, or even your business?

November 12, 2023

IDS at the 10th Wertpapierforum in Vienna

Visit us at the Wertpapierforum in Vienna, Austria, on November, 29-30, 2012, Courtyard Vienna Fair. Dr. Wolfgang Dietl and Dr. Bernd R. Fischer, both Managing Directors at IDS GmbH - Analysis and Reporting Services, and further IDS experts look forward to talking to you.

Dr. Ulrich Raber, Head of Risk Analytics at IDS, will moderate the stream "Investment Forum". Together with Richard Radtke, general manager at Value Intelligence Advisors GmbH, Raber will speak about "Ways to an user-oriented performance attribution based on the example of a value investor". For more information about this event please click here (in German only).

October 23, 2024

Briefing on the impact of regulation on Asset Managers on November 6th at the London Capital Club

IDS organizes an exclusive luncheon briefing on November 6th at the London Capital Club to share insights on challenges being faced by asset managers with upcoming regulation (Solvency II, AIFMD, UCITS IV). It will feature an expert presentation and panel discussion on impact of regulation on asset managers. The panel discussion will be moderated by Peter Bonisch (Managing Partner, Paradigm Risk) and will be comprised of Daniel Gorton (Director - Solvency II, KPMG) and Dr. Bernd R. Fischer (Managing Director, IDS GmbH).

For more information about this event, please contact us.

October 18, 2024

PARM Conference in London on November 14-15, 2012

Dr. Bernd R. Fischer will participate in the "Strategy Roundtable" at the PARM Conference on November 15th in London.

October 11, 2024

Presentation “The importance of outsourcing in light of the Euro and financial crisis” on October 12, 2024

Dr. Bernd R. Fischer delivers a presentation on „The importance of outsourcing in light of the euro and financial crisis“ at the 6th BPO- und Shared Services Summit in Stralsund on October 11 – 12, 2012.

October 11, 2024

IDS at the SUPRA Conference in London on September 26, 2024

Visit us at the Summit for Performance, Risk & Attribution conference (SUPRA) in London, at the Millennium Hotel Mayfair on September 26, 2012.

Dr. Bernd R. Fischer, Managing Director at IDS GmbH – Analysis and Reporting Services, will give a lecture on “Finding the optimal strategy to attribution analysis“.  With uncertainty brought about by market volatility and changing regulations, new opportunities afforded by new technologies, and the ever-present headache with data, this conference will be key in facilitating debate between key industry stakeholders looking for the answers to their most pressing questions.

To learn more about this event click here.

September 19, 2024

Presentation on “Reengineering the Investment Value Chain for Solvency II “ by Dr. Boris Neubert at the Marcus Evans conference “Managing Insurance Assets Under Solvency II” in London, September 26 – 28, 2012

Dr. Boris Neubert speaks about the impact of Solvency II on fund management companies. His presentation will take place on September 27, 2012, at 6 pm.

During the subsequent drink reception Dr. Bernd R. Fischer (Managing Director of IDS GmbH - Analysis and Reporting Services), Dr. Boris Neubert and further IDS representatives will be at your disposal to intensify discussions in a casual atmosphere.

July 18, 2024

IDS at the alfi global distribution conference in association with nicsa & hkifa - 18th till 19th September 2012

Visit us at booth 25 of the Nouveau Centre de conférences Kirchberg (NCCK) in Luxembourg: Our experts will inform you about key topics like performance attribution und institutional reporting.

Please follow this link to get an overview of further topics at the alfi global distribution conference in association with nicsa & hkifa.

June 06, 2024

IDS at the Value Intelligence Conference 2012 (via)

Visit us at the Value Intelligence Conference 2012 in Munich, Hotel Bayerischer Hof, 12th of June 2012.

May 21, 2024

Article "Auswirkungen von Solvency II auf die Fondsgesellschaften" in „Zeitschrift für das gesamte Kreditwesen“, edition 10/2012, by Dr. Boris Neubert

Like Basel III, Solvency II results in a high degree of uncertainty among the financial service providers concerned. Dr. Boris Neubert also registers an uneven atmosphere with regard to the effects and the existing need for action due to the new regulations among the investment companies, which are decisively involved with the insurers’ investment operations.

May 02, 2024

IDS-Akademie: Performanceanalyse

Am 22. Mai 2012 findet die "IDS-Akademie:Performanceanalyse" im Hotel Westin Grand, Frankfurt/M., statt.

Von erfahrenen Experten und Praktikern erfahren Sie dort, was Sie über das Thema Performanceanalyse wissen sollten und wie Sie den Forderungen nach aussagekräftigen Analysen über die Beiträge von Anlageentscheidungen zur Investmentperformance gerecht werden.

Haben wir Ihr Interesse geweckt? Hier erhalten Sie weitere Informationen und gelangen direkt zur Anmeldung.

IDS at the 2nd D-A-CH Kongress für Finanzinformationen in Munich on March 27, 2024

For further information on D-A-CH Kongress für Finanzinformationen please visit the webite www.dkf2012.de

February 15, 2024

IDS at the ALFI Spring Conference - 13th till 14th of March, Luxembourg

Visit us at booth 27 (close to the Permanent Bar). Our experts will inform you about issues like the Key Investor Information Document, Factsheets, Performance Attribution and Institutional Reporting.

Please follow this link to get an overview of further topics at the ALFI Spring Conference.
 

February 08, 2024

Presentation on “Solvency II: future investor and regulatory reporting”

Due to high demand, Petra Helena Schneider will again talk on "Solvency II: future investor and regulatory reproting" (in German) at the BVI seminar „Investments of insurers in investment funds” in Frankfurt/Main on the 17th of February 2012.

January 04, 2024

Presentation on Liquity Risk Management at the “Investment Performance” round table in Zurich on December 14, 2023

Dr. Boris Neubert speaks about "Decision based liquity risk management for asset managers".  The presentation focuses on the asset managers' need for a holistic approach, simple models, coherent processes and robust systems.

For further information on the event which was organized by PwC and die Swiss Bankers Association, please visit their website