Michael Pintarelli: Interview Series Part V

9 months ago by Anita Colvin Anita Colvin

Since 2012, a steadily increasing amount of investment managers and management companies has been working hand in hand with Anevis Solutions. We optimise our working processes while frequently consulting with our clients in order to create a profitable working cooperation for everyone. Among many others Michael Pintarelli Finanzdienstleistungen AG has been our partner which we […]

Our Approach for a Unified Data Model

9 months ago by Mirco Raddatz Mirco Raddatz

As part of this week’s post we wanted to switch gears. We thought this would be a good opportunity to open the curtain and show a little bit about the technology and development process behind the scenes at Anevis Solutions and what makes us run. New clients and prospects often express an interest in topics […]

Michael Pintarelli: Interview Series Part IV

11 months ago by Anita Colvin Anita Colvin

Since 2012, a steadily increasing amount of investment managers and management companies has been working hand in hand with Anevis Solutions. We optimise our working processes while frequently consulting with our clients in order to create a profitable working cooperation for everyone. Among many others Michael Pintarelli Finanzdienstleistungen AG has been our partner which we […]

Darwin’s Survival: KIDs for PRIIPs

11 months ago by Mirco Raddatz Mirco Raddatz

Much of what has been accomplished in the PRIIP Regulation, such as enhancing investor transparency and comparability through greater disclosure to clients can be looked at from the point of view of the work involved, but there is also another side to this coin. In this changing environment, adapting to regulation is a great way […]

Asset Allocation in Perspective

12 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 […]

KIDs for PRIIPs: Performance Scenarios

1 year ago by Tanja Schicklberger Tanja Schicklberger

As explained in our blogpost Update on KIDs for PRIIPs, a new scenario was introduced by the regulatory technical standards (RTS) dated April 2017. Besides the unfavourable, moderate and favorable scenarios it’s obligatory to show also the Stress-Scenario. In this article we will have a more detailed look into those calculations, which are all based […]

Michael Pintarelli: Interview Series Part III

1 year ago by Anita Colvin Anita Colvin

Since 2012, a steadily increasing amount of investment managers and management companies has been working hand in hand with Anevis Solutions. We optimise our working processes while frequently consulting with our clients in order to create a profitable working cooperation for everyone. Among many others Michael Pintarelli Finanzdienstleistungen AG has been our partner which we […]

Michael Pintarelli: Interview Series Part II

1 year ago by Anita Colvin Anita Colvin

Since 2012, a steadily increasing amount of investment managers and management companies has been working hand in hand with Anevis Solutions. We optimise our working processes while frequently consulting with our clients in order to create a profitable working cooperation for everyone. Among many others Michael Pintarelli Finanzdienstleistungen AG has been our partner which we […]

KIDs for PRIIPs: Aggregation of MRM & CRM

1 year ago by Tanja Schicklberger Tanja Schicklberger

In our last blog posts about KIDs for PRIIPs we explained the Market Risk Measure (MRM) calculation and Credit Risk Measure (CRM) assessment separately due to the high complexity. In this article, we finally explain the aggregation of those two numbers, which ends in the Summary Risk Indicator (SRI). The aggregation of the MRM and […]