Sparkasse KölnBonn

3 months ago by Johannes Hauptmann Johannes Hauptmann

Sparkasse KölnBonn is a part of the german savings bank finance group (Sparkasse Finanzgruppe) which consists of 381 saving banks (Sparkassen). Sparkasse KölnBonn is the second largest savings bank in germany and offers their clients monthly updated, individualized factsheets created by Anevis Solutions. As mentioned, Sparkasse KölnBonn is part of the savings bank finance group. […]

Why summing up monthly performance numbers doesn’t match the annual performance

4 months ago by Tanja Schicklberger Tanja Schicklberger

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 […]

Collaboration between Anevis Solutions and Steyler Ethik Bank

5 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 […]

Besides shorting – what can cause the weighting of assets in an allocation statistic to get negative?

7 months ago by Tanja Schicklberger Tanja Schicklberger

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

8 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 […]

Benefits of a Scalable Architecture

10 months ago by Mirco Raddatz Mirco Raddatz

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 […]

The Growing Role in Outsourcing for Investment Management Teams

11 months ago by Mirco Raddatz Mirco Raddatz

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 in Perspective

11 months ago by Mirco Raddatz Mirco Raddatz

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 […]