The social media wave has swept up businesses large and small in its wake, and fund companies are no exception. Does using social media help or hinder the fund companies which use it? That is a matter of opinion, but what is incontrovertible is that many mutual fund companies have made social media an integral […]

Webinars We are looking back on an interesting year 2016 with two webinars and in total nearly 30 articles covering financial knowledge, KIDs for PRIIPs, fintech and marketing topics. We started the year with our first webinar about the “Elements of a Great Fund Factsheet” where we talked about design basics and principles that you […]

An oft used adage in marketing is that 50% of advertising actually works, but the trouble is you don’t know which 50%. This may have been true in the Madmen days where going with the gut feeling was the north star for all strategic decisions. Fortunately, today there is a more precise method for developing […]

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 […]

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 part of this week’s post we wanted to switch gears. We thought this would be a good opportunity to open the curtain and show a little bit about the technology and development process behind the scenes at Anevis Solutions and what makes us run. New clients and prospects often express an interest in topics […]

Much of what has been accomplished in the PRIIP Regulation, such as enhancing investor transparency and comparability through greater disclosure to clients can be looked at from the point of view of the work involved, but there is also another side to this coin. In this changing environment, adapting to regulation is a great way […]

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 […]

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 […]

In our last blog posts about KIDs for PRIIPs we explained the Market Risk Measure (MRM) calculation and Credit Risk Measure (CRM) assessment separately due to the high complexity. In this article, we finally explain the aggregation of those two numbers, which ends in the Summary Risk Indicator (SRI). The aggregation of the MRM and […]