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5 Statistics that all investors want to see on a fund fact sheet

11 months ago by Johannes Hauptmann Johannes Hauptmann

  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 […]

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

4 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 […]

Properties of linear, discrete and continuous returns

4 years ago by Johannes Hauptmann Johannes Hauptmann

In this week’s article I wanted to dig a little deeper into the financial maths side of statistical measures. I thought it would be helpful to explain and prove some very important properties of linear, discrete and continuous returns. In common literature only discrete and continuous returns are analyzed as those are the only ones most […]

A closer look at fund returns; Fund Performance metrics to successfully differentiate your fund

4 years ago by Johannes Hauptmann Johannes Hauptmann

It should be a simple enough question: what is the performance of your investment fund? However, as the saying goes, the devil is in the details. For Investors it is imperative to earn a competitive return. This is best illustrated through a fund’s performance, which can seem simple to display but can be especially challenging […]