Author "Tanja Schicklberger"

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

A historical monthly performance table is used on almost every factsheet we produce for our customers. The example below shows

Negative numbers in the asset allocation The asset allocation is one of the most important components of a portfolio reporting

The PRIIP Regulation will bring significant challenges for the investment sector. As explained in our first blog post about this

[latexpage] As explained in our blogpost Update on KIDs for PRIIPs, a new scenario was introduced by the regulatory technical

We already explained the Market Risk Measure (MRM) calculation for Category 2 and Category 3 PRIIPs in our last several

As we are in the third quarter of 2017, various investment management firms we speak with continue to research and

In one of our last blog posts we explained details on the Market Risk Measure (MRM) Calculation for Category 2

In our last blog posts about KIDs for PRIIPs we explained the Market Risk Measure (MRM) calculation and Credit Risk

Starting in January 2017, providers of investment products will have to hand out a Key Information Document (KID) to retail