A historical monthly performance table is used on almost every factsheet we produce for our customers. The example below shows the effective discrete performance of each month over a 5 year time horizon, with year-to-date (YTD) / annual performance. By looking at this table one would assume that all monthly performance numbers over one year […]
We are pleased to announce the general cooperation between Anevis Solutions and PwC and are looking forward to a successful collaboration.
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 […]
Besides shorting – what can cause the weighting of assets in an allocation statistic to get negative?
Negative numbers in the asset allocation The asset allocation is one of the most important components of a portfolio reporting as it represents the individual investment strategy. The percentage distribution of e.g. stocks, bonds, commodities and cash indicates the level of risk and thus the expected return. Most of our customers use asset allocations within […]
From Würzburg to South Africa – International Collaboration between Anevis Solutions and MSM Property Fund
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 […]
If you were to bring up ETFs at a cocktail party twenty years ago, you may have been looked at with some level of derision. Today, talk of these investment vehicles is so prevalent you may find yourself being asked about different types of index funds by the cashier at your local grocery store. ETFs […]
Scalability is an important consideration throughout many different areas of financial services and in recent years technological innovation has pushed the level of importance and the discussion around scale even further. At Anevis we have worked with a lot of clients these past few years where we have seen directly how important scalability is for […]
Various references in financial publications recently highlight the challenging world of investment management, where there is an intensely competitive market environment to capture fund inflows, reduce fees and remain competitive in the challenging world of asset management. One key way that managers are looking to remain competitive is by reducing their management fees, becoming ever […]
Asset allocation is the DNA of an investment strategy and defines the fund. A fund’s specific asset allocation is the mix of asset classes and weighting which will produce the optimal result that aligns with the stated strategy’s investment mandate. Understanding a fund’s asset allocation mix is essential to understanding the definition of the strategy […]
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 […]