Optimizing investment strategies and choosing performance metrics to navigate the current market

4 years ago by Mirco Raddatz Mirco Raddatz

We wanted to take some time to cover some of the recent themes and questions that were brought up in our most recent webinar in this week’s post and share them with our audience. The topic of this webinar panel discussion was timely, with the current interest rate environment in different European countries and the […]

Properties of linear, discrete and continuous returns

4 years ago by Johannes Hauptmann Johannes Hauptmann

In this week’s article I wanted to dig a little deeper into the financial maths side of statistical measures. I thought it would be helpful to explain and prove some very important properties of linear, discrete and continuous returns. In common literature only discrete and continuous returns are analyzed as those are the only ones most […]

A closer look at fund returns; Fund Performance metrics to successfully differentiate your fund

4 years ago by Johannes Hauptmann Johannes Hauptmann

It should be a simple enough question: what is the performance of your investment fund? However, as the saying goes, the devil is in the details. For Investors it is imperative to earn a competitive return. This is best illustrated through a fund’s performance, which can seem simple to display but can be especially challenging […]

Webinar round-table discussion: Optimizing investment strategies and choosing performance metrics to navigate the current markets

4 years ago by Mirco Raddatz Mirco Raddatz

Successful investment managers use different metrics to represent performance under different market scenarios, yet are also aware of the various shortcomings and issues their investment teams face in their usage. Join our webinar panel discussion on May 11th to hear how successful portfolio managers represent and manage investment strategies in today’s market environment.  We will look at […]

Use LinkedIn to Build Your Brand

4 years ago by Lee Wasilenko Lee Wasilenko

As a fund manager, increasing assets under management (AUM) is a crucial component of your business. Doing so requires communicating essential details about your investment performance and services to a relevant audience across a variety of distribution channels. These include both traditional methods (face to face meetings, phone calls and letters) as well as social […]

Best design practices for your fund factsheets

4 years ago by Mirco Raddatz Mirco Raddatz

Here at anevis we have the chance to work with a lot of different asset managers, whether it be designing their factsheets, automating fund performance reporting or benchmarking a complicated index value for them. One thing we are continually reminded of is how big an impact the visual layout and aesthetic can have for their factsheets. Fund factsheets, when properly […]

Webinar: Elements of a Great Fund Factsheet

4 years ago by Mirco Raddatz Mirco Raddatz

We hear more and more from Fund managers and asset management companies around the world how they are facing increased financial performance reporting and regulatory requirements. It is important for firms to adopt best practices in investment performance communications, not just to tick a box but to differentiate their funds and improve their fund distribution – […]