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. […]

We are pleased to announce the general cooperation between Anevis Solutions and PwC and are looking forward to a successful collaboration.    

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 […]

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 […]

If you were to bring up ETFs at a cocktail party twenty years ago, you may have been looked at with some level of derision. Today, talk of these investment vehicles is so prevalent you may find yourself being asked about different types of index funds by the cashier at your local grocery store. ETFs […]

  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 […]

Since its launch 10 years ago, the two professional fund managers have been in charge of the ACATIS GANÉ Value Event fund. The fund, for which GANÉ Aktiengesellschaft receives its daily updated individualized Factsheets from Anevis Solutions, is managed impeccably with an unique mix of value-strategy and event selection. This is why the jury of […]

Volatility is a highly important component in many different investment strategies, but it is also a measure that is not commonly understood, especially when looking at the calculation in detail. In this article we wanted to review the two different approaches of calculating volatility commonly encountered in the market or when looking at different fund factsheets. Investment […]

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 […]

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 […]