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 […]

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 […]

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 […]

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 […]

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 […]

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 […]