Anatase is:

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Markus Barth, CFA
CEO of Anatase Ltd.

 

Markus Barth, CFA is a seasoned investment professional and an index pioneer who has designed, developed and launched highly successful proprietary indices throughout his long career in the financial services industry.

Markus has extensive expertise in indices, structured products and investment solutions as well as coordinating the wrapping of his indices into investment products sold globally.

Markus cut his teeth and built a solid foundation for investments while working at JP Morgan Investment Management in the 1980's.  There, he held roles in Fundamental Analysis, Portfolio Management and Quantitative Analysis. 

 

In the 1990's, Markus moved over to the Sell-Side taking on the role of Global Head of International Quantitative Strategy at Merrill Lynch.  Quant Research outside of the USA was an unknown quantity at the time and Markus applied many of the techniques used in the US market to markets in Europe and Asia.  He earned top marks in the Institutional Investor All-Europe Research Team for 7 consecutive years.  It was during his time at Merrill than Markus developed his passion for building investment strategies which could be launched as indices.

Moving from Research to Structured Products, Markus began his many years at Deutsche Bank and DWS managing the Systematic Investment Strategies across the bank. He was the first to successfully monetize institutional research via the launch of the DB CROCI Indices. The UCITS Funds linked to these indices generated a 15-year top quartile track record, assets exceeding €15 billion and peak revenues of €100M per annum.

While at DB, Markus was responsible for the design of numerous ground-breaking investment strategies including:
 

  • The first Sharia' compliant investable equity indices which enabled Islamic investors to gain exposure across broad equity markets.

  • A new approach to factor investing - pairing his own growth and value style indices against equity benchmarks in order to extract the outperformance of style while significantly reducing the risk and hedging costs of the short portfolio.

  • Designing the first low carbon climate indices that utilised proprietary valuation metrics to ensure both a low carbon footprint and attractive valuations.

  • Bringing CROCI Indices into the US Fixed Index Annuity market and raising nearly $1 billion in the first 18 months.

In addition to his index expertise, Markus has extensive experience designing  marketing materials that present a compelling message.  His earlier studies in Marketing provided a unique perspective on the branding and promotion of investable indices.  An avid presenter, Markus is equally comfortable in front of large audiences as well as one-to-one client meetings.

In June, 2019, Markus founded Anatase Ltd., a UK independent consulting company which enables him to share his expertise with clients around the world.