Tag: Investment Fund
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Investing in Safe Assets: A Focus on Scandinavian Bonds
In today’s increasingly appealing interest rate environment, investors should focus more on “safe assets,” says Jan Schopen, Portfolio Manager and Analyst with the Global Fixed Income Team at Lazard Asset Management. While German government bonds, covered bonds, and other core European bonds remain viable, Schopen identifies another attractive option: high-quality bonds from Scandinavia. Defining “Safe…
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With my-si More Sustainability Is In Sight
The investment platform my sustainable impact, my-si, has started in Germany. The my-si investment concept envisages generating attractive returns with sustainable investments and at the same time creating a social benefit. Investors choose ESG-approved fund strategies according to five different risk classes according to their personal risk appetite and make a contribution to a better…
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Data for Bank Management Board Member’s Reputation Rating
The German Federal Financial Supervisory Authority (Bundesanstalt für Finanzdienstleistungsaufsicht – BaFin) provides some insights into what kind of data is used to establish a bank management board member’s reputation rating in its Guidance Notice on management board members. This is pursuant to the German Banking Act (Kreditwesengesetz – KWG), the German Payment Services Supervision Act…
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Next Generation Financial Services: The New Digital Power of Customers
Oliver Everling and Robert Lempka (Publisher): Next Generation Financial Services: The New Digital Power of Customers, 1st Edition Frankfurt am Main 2013, Frankfurt School Verlag, 462 pages, ISBN 978-3-940913-62-3. The Internet and the digital revolution have changed society and the economy on an unprecedented scale. After industries such as publishing or retail have been fundamentally…
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Rating Exchange Traded Funds
Oliver Everling and Götz Kirchhoff (publisher): Exchange Traded Fund Rating: Market Overview, Criteria and Practical Application, Bank-Verlag Medien GmbH, http://www.bank-verlag-shop.de/product_info.php/products_id/3030, Cologne 2011, 375 pages, Art. 22,472-1100, ISBN 978-3-86556-257-9. Exchange-traded funds (ETFs) present investors with particular challenges in the assessment: Product quality, index quality as well as information quality and transparency play a special role. ETF…
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Rating Custodians and Master Investment Companies
Volker Braunberger, Oliver Everling and Uwe Rieken (publisher): Rating of Custodians and Master-KAG: Investor Protection and Efficiency Enhancement for Institutional Investors, Gabler Verlag – Springer Fachmedien Wiesbaden GmbH, http://www.gabler.de, Wiesbaden 2011, 316 pages , ISBN 978-3-8349-2578-7. The book shows institutional investors how to use the design options that have been allowed since the Circular on…
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Practical Guide to Ratings of Real Estate Portfolios
Oliver Everling and Raphael Slowik (Editor): Practical Guide to Ratings of Real Estate Portfolios, Immobilien Manager Verlag, Cologne, http://www.immobilienmanager.de/, bound edition, 1st edition 2009, 456 pages, ISBN 978-3-89984-197-8. The book is in the German-speaking world and probably also internationally the first book for the rating of real estate portfolios. Since real estate is increasingly being…
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Fund Rating
Ann-Kristin Achleitner and Oliver Everling (publisher): Fund Rating: Quality Measurement on the Test Bench – Methods, Criteria and Benefits, Betriebswirtschaftlicher Verlag Th. Gabler, Wiesbaden 1st edition December 2003, http://www.gabler-verlag.de, hardcover, 338 pages, ISBN 3-409-15012-9. Private and institutional investors are facing an ever-growing supply. More and more mutual funds are on offer. Against this background, the…
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Rating Fund of Funds
An umbrella fund is a collective investment scheme that exists as a single legal entity but has several distinct sub-funds. Whether umbrella or common investment funds have performed better over a period of ten years, was the key question in a recent study. According to the study, common investment funds are on average better performers…
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