Michael Pintarelli: Interview Series Part I

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 […]

Social Media and Fund Companies: Help or Hindrance?

1 year ago by Mirco Raddatz Mirco Raddatz

The social media wave has swept up businesses large and small in its wake, and fund companies are no exception. Does using social media help or hinder the fund companies which use it? That is a matter of opinion, but what is incontrovertible is that many mutual fund companies have made social media an integral […]

KIDs for PRIIPs: CRM Assessment

1 year ago by Tanja Schicklberger Tanja Schicklberger

As we are in the third quarter of 2017, various investment management firms we speak with continue to research and plan their technology implementation for PRIIPs regardless of the regulatory uncertainty. As part of this theme we wanted to take some time to write an article on one of the important aspects of KIDs for […]

KIDs for PRIIPs: MRM Calculation for Cat 1 & Cat 4 PRIIPs

1 year ago by Tanja Schicklberger Tanja Schicklberger

We already explained the Market Risk Measure (MRM) calculation for Category 2 and Category 3 PRIIPs in our last several blog posts. In this article we want to complete the explanation of the MRM calculation requirements by showing the MRM classification for Category 1 and Category 4 PRIIPs. Category 1 There are two possibilities for […]

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

1 year 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 […]

KIDs for PRIIPs: MRM Calculation for Cat 3 PRIIPs

1 year ago by Tanja Schicklberger Tanja Schicklberger

In one of our last blog posts we explained details on the Market Risk Measure (MRM) Calculation for Category 2 PRIIPs. Category 2 PRIIPs include standard unit linear products. Those products offer non-leveraged exposure, or leveraged exposure, but with constant multiples. In contrast, Category 3 PRIIPs reflect the prices of underlying investments that are not […]

KIDs for PRIIPs: MRM Calculation for Cat 2 PRIIPs

2 years ago by Tanja Schicklberger Tanja Schicklberger

The PRIIP Regulation will bring significant challenges for the investment sector. As explained in our first blog post about this topic, there is an urgency as firms are preparing for the regulatory changes. The Regulatory Technical Standards (RTS) that were published in April this year include calculation details for the various indicators that need to […]

Update on KIDs for PRIIPs

2 years ago by Tanja Schicklberger Tanja Schicklberger

As we announced in our last article Basics about KIDs for PRIIPs the adoption of this new regulation was planned for January 2017. At that time, the European Supervisory Authorities (ESA), the European Commission and the European Parliament couldn’t find a solution for unanswered questions that was acceptable for everyone involved. For this reason, the […]