Sort by:

9 entries

Collaboration between Anevis Solutions and Steyler Ethik Bank

2 months ago by Johannes Hauptmann Johannes Hauptmann

The Steyler Ethical Bank is an ethical and ecological credit institution. The bank was founded in 1964 by the steyler missionaries and is managing money following ethical point of views. This attitude of being fair, keeping the peace and preserving the creation can also be found in their approach to fund management. For their method […]

From Würzburg to South Africa – International Collaboration between Anevis Solutions and MSM Property Fund

4 months ago by Johannes Hauptmann Johannes Hauptmann

Anevis Solutions is an internationally active company, which has clients from all over the world. One of them is MSM Property Fund (Pty) Ltd, an asset management firm which is based in Johannesburg, South Africa. Musi Skosana is the CEO of the company and the fund manager of two funds, aimed at private and institutional […]

5 Statistics that all investors want to see on a fund fact sheet

9 months ago by Johannes Hauptmann Johannes Hauptmann

  One of the most important aspects for fund managers and investors alike to consider is which essential fund statistics should be included on all fund fact sheets. You can think of these as the fact sheet ABCs, or rather the ABCDEs (because we will cover 5 of them). Having the right Investment statistics is […]

GANÉ Aktiengesellschaft named “Fund Manager of the Year 2019“

10 months ago by Johannes Hauptmann Johannes Hauptmann

Since its launch 10 years ago, the two professional fund managers have been in charge of the ACATIS GANÉ Value Event fund. The fund, for which GANÉ Aktiengesellschaft receives its daily updated individualized Factsheets from Anevis Solutions, is managed impeccably with an unique mix of value-strategy and event selection. This is why the jury of […]

How to Calculate Volatility Correctly

3 years ago by Johannes Hauptmann Johannes Hauptmann

Volatility is a highly important component in many different investment strategies, but it is also a measure that is not commonly understood, especially when looking at the calculation in detail. In this article we wanted to review the two different approaches of calculating volatility commonly encountered in the market or when looking at different fund factsheets. Investment […]

Properties of linear, discrete and continuous returns

4 years ago by Johannes Hauptmann Johannes Hauptmann

In this week’s article I wanted to dig a little deeper into the financial maths side of statistical measures. I thought it would be helpful to explain and prove some very important properties of linear, discrete and continuous returns. In common literature only discrete and continuous returns are analyzed as those are the only ones most […]

A closer look at fund returns; Fund Performance metrics to successfully differentiate your fund

4 years ago by Johannes Hauptmann Johannes Hauptmann

It should be a simple enough question: what is the performance of your investment fund? However, as the saying goes, the devil is in the details. For Investors it is imperative to earn a competitive return. This is best illustrated through a fund’s performance, which can seem simple to display but can be especially challenging […]