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 […]

A cooperation with Anevis Solutions offers huge benefits for investment managers and management companies. Universal-Investment, the largest independent investment company in German-speaking countries, is collaborating with Anevis Solutions to fulfill individual reporting requirements of their clients. upgrade!, Universal-Investment’s news format, interviewed Michael Münch, deputy head of the capital markets department at Kreissparkasse Biberach, and Johannes […]

Various references in financial publications recently highlight the challenging world of investment management, where there is an intensely competitive market environment to capture fund inflows, reduce fees and remain competitive in the challenging world of asset management. One key way that managers are looking to remain competitive is by reducing their management fees, becoming ever […]

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 […]

Scalability is an important consideration throughout many different areas of financial services and in recent years technological innovation has pushed the level of importance and the discussion around scale even further. At Anevis we have worked with a lot of clients these past few years where we have seen directly how important scalability is for […]

Across the board financial services firms are all competing for increased return and growth of business opportunities. So it goes without saying, there is a critical need to shift and adapt quickly. Many firms will attempt to build out these capabilities in-house yet the challenge lies in that many firms lack the capabilities, expertise or […]

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 […]

For various types of funds, ratings are an indicator of both the risk and return, especially for fixed income funds where the main parameter for portfolio managers is the return and the risk take to earn the return (or interest). When looking at fixed income funds or funds with fixed income components, ratings are usually […]

When looking at the website of different asset management companies, there may be a sense or veneer of a secure institution that can safely service their clients It is also likely they may have secure offices in business parks or office towers around the world but in today’s world this is just the start of […]

As already mentioned in our blog post KIDs for PRIIPs: MRM Calculation for Cat 2 PRIIPs, flexible PRIIPs are invested in different financial asset classes. For these PRIIPs it is necessary to calculate a second VeV which is based on the Pro-Forma Asset Mix. This procedure should be explained in the following passage: For the […]