Why summing up monthly performance numbers doesn’t match the annual performance
A historical monthly performance table is used on almost every factsheet we produce for our customers. The example below shows
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ESG – Reporting Part I Basics
By using ESG (Environmental, Social and Governance) reports you can analyse portfolios based on their sustainability criteria and social impact.Sustainability,
How to Calculate Volatility Correctly
Volatility is a highly important component in many different investment strategies, but it is also a measure that is not
Besides shorting – what can cause the weighting of assets in an allocation statistic to get negative?
Negative numbers in the asset allocation The asset allocation is one of the most important components of a portfolio reporting
5 Statistics that all investors want to see on a fund fact sheet
One of the most important aspects for fund managers and investors alike to consider is which essential fund statistics
Properties of linear, discrete and continuous returns
In this week’s article I wanted to dig a little deeper into the financial maths side of statistical measures. I
ESG – Reporting Part II EU-Regulation
Based on the Paris climate agreement and agenda 2030 from the United Nations, an EU action plan for a
Anevis Interview Series Part IV: Regulatory Reporting with Katharina Roth
In the fourth part of our interview series, we want to introduce you to Katharina Roth. She is the
Collaboration between Anevis Solutions and EB-Sustainable Investment Management GmbH
EB-SIM focuses on the impact of its investments - With ESG reports from Anevis Solutions EB- Sustainable Investment Management