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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

Asset allocation is the DNA of an investment strategy and defines the fund. A fund’s specific asset allocation is the mix of asset classes and weighting which will produce the optimal result that aligns with the stated strategy’s investment mandate. Understanding a fund’s asset allocation mix is essential to understanding the definition of the strategy […]

As explained in our blogpost Update on KIDs for PRIIPs, a new scenario was introduced by the regulatory technical standards (RTS) dated April 2017. Besides the unfavourable, moderate and favorable scenarios it’s obligatory to show also the Stress-Scenario. In this article we will have a more detailed look into those calculations, which are all based […]

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 […]

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 […]