PROVEN STANDARDIZED SOLUTIONS AT FIXED COSTS
As of January 1st 2018, the Commission Delegated Regulation (EU) 2017/653 (PRIIPs regulation) requires closed-end Investment Funds offering so called ‘Packaged Retail Investment and Insurance based Products’ (PRIIPs) to retail customers make a Key Information Document (hereafter: KID). The KID is a legal document designed to inform investors on their potential investment and allow them to easily compare various investments opportunities. The KID must contain a summary risk indicator (SRI) and performance scenarios.
Our PRIIPs Basic Solution is more than fit for any long position in exchange traded stocks and bonds. Most often used and thorougly tested, RiskQuest can offer the PRIIPs Basic Solution in a cost efficient way.
For more information, please contact:
Hans Heintz (partner): hans.heintz@riskquest.com
RiskQuest
Herengracht 495
1017 BT Amsterdam
+31 20 693 29 48
info@riskquest.com
As of January 1st 2018, the Commission Delegated Regulation (EU) 2017/653 (PRIIPs regulation) requires closed-end Investment Funds offering so called ‘Packaged Retail Investment and Insurance based Products’ (PRIIPs) to retail customers make a Key Information Document (hereafter: KID). The KID is a legal document designed to inform investors on their potential investment and allow them to easily compare various investments opportunities. The KID must contain a summary risk indicator (SRI) and performance scenarios.
Whereas the calculation rules for regular funds are clear, those for category 4 funds (including Real Estate funds) are certainly not. RiskQuest has developed a model, based on regulatory rules and industry standards, dedicated to perform PRIIPs-calculations for Real Estate funds.
For more information, please contact:
Hans Heintz (partner): hans.heintz@riskquest.com
RiskQuest
Herengracht 495
1017 BT Amsterdam
+31 20 693 29 48
info@riskquest.com
As of January 1st 2018, the Commission Delegated Regulation (EU) 2017/653 (PRIIPs regulation) requires closed-end Investment Funds offering so called ‘Packaged Retail Investment and Insurance based Products’ (PRIIPs) to retail customers make a Key Information Document (hereafter: KID). The KID is a legal document designed to inform investors on their potential investment and allow them to easily compare various investments opportunities. The KID must contain a summary risk indicator (SRI) and
performance scenarios.
Whereas the calculation rules for regular funds are clear, those for funds that contain more exotic positions are certainly not. Armed with ample experience in financial modelling, RiskQuest gladly aids funds on their road to compliance, even the most exotic funds!
For more information, please contact:
Hans Heintz (partner): hans.heintz@riskquest.com
RiskQuest
Herengracht 495
1017 BT Amsterdam
+31 20 693 29 48
info@riskquest.com
As of January 1st 2018, the Commission Delegated Regulation (EU) 2017/653 (PRIIPs regulation) requires closed-end Investment Funds offering so called ‘Packaged Retail Investment and Insurance based Products’ (PRIIPs) to retail customers make a Key Information Document (hereafter: KID). The KID is a legal document designed to inform investors on their potential investment and allow them to easily compare various investments opportunities. The KID must contain a summary risk indicator (SRI) and performance scenarios.
Whereas the calculation rules for regular funds are clear, those for funds that contain more exotic positions are certainly not. Armed with ample experience in financial modelling, RiskQuest gladly aids funds on their road to compliance, even the most exotic funds!
For more information, please contact:
Hans Heintz (partner): hans.heintz@riskquest.com
RiskQuest
Herengracht 495
1017 BT Amsterdam
+31 20 693 29 48
info@riskquest.com
Further insights:
Creating return forecasts is no simple matter. Ever since the PRIIPs-regulation came into effect complaints have been filed about the prescribed simulation technique. This white paper provides an overview of the problem and possible solutions.
Download PDF (Dutch)
For more information, please contact:
Hans Heintz (partner): hans.heintz@riskquest.com
RiskQuest
Herengracht 495
1017 BT Amsterdam
+31 20 693 29 48
info@riskquest.com
As of January 1st 2018, the Commission Delegated Regulation (EU) 2017/653 (PRIIPs regulation) requires closed-end Investment Funds offering so called ‘Packaged Retail Investment and Insurance based Products’ (PRIIPs) to retail customers make a Key Information Document (hereafter: KID). The KID is a legal document designed to inform investors on their potential investment and allow them to easily compare various investments opportunities. The KID must contain a summary risk indicator (SRI) and performance scenarios.
For more information, please contact:
Hans Heintz (partner): hans.heintz@riskquest.com
RiskQuest
Herengracht 495
1017 BT Amsterdam
+31 20 693 29 48
info@riskquest.com