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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 […]

Optimizing investment strategies and choosing performance metrics to navigate the current market

3 years ago by Mirco Raddatz Mirco Raddatz

We wanted to take some time to cover some of the recent themes and questions that were brought up in our most recent webinar in this week’s post and share them with our audience. The topic of this webinar panel discussion was timely, with the current interest rate environment in different European countries and the […]

Webinar round-table discussion: Optimizing investment strategies and choosing performance metrics to navigate the current markets

3 years ago by Mirco Raddatz Mirco Raddatz

Successful investment managers use different metrics to represent performance under different market scenarios, yet are also aware of the various shortcomings and issues their investment teams face in their usage. Join our webinar panel discussion on May 11th to hear how successful portfolio managers represent and manage investment strategies in today’s market environment.  We will look at […]

Best design practices for your fund factsheets

3 years ago by Mirco Raddatz Mirco Raddatz

Here at anevis we have the chance to work with a lot of different asset managers, whether it be designing their factsheets, automating fund performance reporting or benchmarking a complicated index value for them. One thing we are continually reminded of is how big an impact the visual layout and aesthetic can have for their factsheets. Fund factsheets, when properly […]

Webinar: Elements of a Great Fund Factsheet

3 years ago by Mirco Raddatz Mirco Raddatz

We hear more and more from Fund managers and asset management companies around the world how they are facing increased financial performance reporting and regulatory requirements. It is important for firms to adopt best practices in investment performance communications, not just to tick a box but to differentiate their funds and improve their fund distribution – […]