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Anatase Ltd Consulting Services

Anatase Ltd is a specialised consulting organisation founded by Markus Barth, CFA, an Index pioneer with a lifelong career in the Financial Services industry. Headquartered in London but with a global reach, Anatase provides expertise in all aspects of Indexing and Passive Investment Strategy monetisation.

Anatase Consulting Services include:
 

  • Design and development of proprietary indices and benchmarks in all asset classes with a specialisation in equities, ESG, Photonics and Water Security.
     

  • Integration and vetting of risk factors in combination with client IP resulting in a cogent and marketable investment strategy
     

  • Relevant inputs in designing and weighting indices including: ESG, Climate, Water, Thematics, Growth, Value, Momentum, Low Volatility, Smart Beta and Alternative Weighting.
     

  • Passive investment and Systematic Asset Management which combine the best of passive with the value-added of a rules-based quasi-active selection process.
     

  • Benchmark Regulation (BMR) compliance in the EU as well as the regional regulations associated with the use of indices and benchmarks on a global scale.
     

  • Platforms linked to indices and strategies such as ETFs & ETPs; UCITS, 40 Act, Derivatives, Certificates and Structured Products. 
     

  • Strong working relationships with the major Index Administrators (S&P, MSCI, FTSE-Russell, Qontigo. Solactive, Moorgate Benchmarks) to enable efficient and timely index launch.
     

  • In-depth familiarity with various Third Party data providers such as Refinitiv, Bloomberg, Factset, Morningstar, MSCI and S&P Global.
     

  • Development of a complete marketing plan including presentations and marketing material to provide optimal visibility in the market with a compelling selling story.
     

  • Advise on Fund Administration, ManCos, Back-Office, Out-sourcing/off-shoring of front and back office functions, Legal and Compliance.

Recent News

September 2022  

Solactive | LGIM and EPIC Launch Optical Technology and Photonics ETF Tracking Solactive Index

March 2022

Photonics Index Certificate Added to Frankfurt Stock Exchange | Industry News | Mar 2022 | Photonics Spectra

June 2021

Solactive | Solactive Launch First-Ever Investable Thematic Index Tracking the Photonics Industry

January 2021

Thomas Schumann Capital® selects Moorgate Benchmarks as administrator of innovative water risk indices Moorgate Benchmarks

Contact Anatase

WE ARE HERE TO HELP YOU DRIVE INDEX INNOVATION.  TOGETHER WE WILL SHAPE THE FUTURE.

 

 

TEL:

+44 7780 672 336

MAIL:

markus@anataseltd.com