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Why summing up monthly performance numbers doesn’t match the annual performance

1 week ago by Tanja Schicklberger Tanja Schicklberger

A historical monthly performance table is used on almost every factsheet we produce for our customers. The example below shows the effective discrete performance of each month over a 5 year time horizon, with year-to-date (YTD) / annual performance. By looking at this table one would assume that all monthly performance numbers over one year […]

Collaboration between Anevis Solutions and Steyler Ethik Bank

1 month ago by Johannes Hauptmann Johannes Hauptmann

The Steyler Ethical Bank is an ethical and ecological credit institution. The bank was founded in 1964 by the steyler missionaries and is managing money following ethical point of views. This attitude of being fair, keeping the peace and preserving the creation can also be found in their approach to fund management. For their method […]

Besides shorting – what can cause the weighting of assets in an allocation statistic to get negative?

3 months ago by Tanja Schicklberger Tanja Schicklberger

Negative numbers in the asset allocation The asset allocation is one of the most important components of a portfolio reporting as it represents the individual investment strategy. The percentage distribution of e.g. stocks, bonds, commodities and cash indicates the level of risk and thus the expected return. Most of our customers use asset allocations within […]

From Würzburg to South Africa – International Collaboration between Anevis Solutions and MSM Property Fund

4 months ago by Johannes Hauptmann Johannes Hauptmann

Anevis Solutions is an internationally active company, which has clients from all over the world. One of them is MSM Property Fund (Pty) Ltd, an asset management firm which is based in Johannesburg, South Africa. Musi Skosana is the CEO of the company and the fund manager of two funds, aimed at private and institutional […]

5 Statistics that all investors want to see on a fund fact sheet

9 months ago by Johannes Hauptmann Johannes Hauptmann

  One of the most important aspects for fund managers and investors alike to consider is which essential fund statistics should be included on all fund fact sheets. You can think of these as the fact sheet ABCs, or rather the ABCDEs (because we will cover 5 of them). Having the right Investment statistics is […]

GANÉ Aktiengesellschaft named “Fund Manager of the Year 2019“

10 months ago by Johannes Hauptmann Johannes Hauptmann

Since its launch 10 years ago, the two professional fund managers have been in charge of the ACATIS GANÉ Value Event fund. The fund, for which GANÉ Aktiengesellschaft receives its daily updated individualized Factsheets from Anevis Solutions, is managed impeccably with an unique mix of value-strategy and event selection. This is why the jury of […]

Collaboration between Anevis Solutions and Universal-Investment

11 months ago by Anita Colvin Anita Colvin

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 […]

Michael Pintarelli: Interview Series Part VII

12 months ago by Anita Colvin Anita Colvin

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 […]