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 ratings combine qualitative and quantitative methods, partly objectified in scoring models, and condensed features into panel results.

Everling and Kirchhoff are now presenting the first book on the topic, which raises the understanding of ETF benchmarks and approaches and highlights the value of ETF ratings in investment practice.

Given the abundance of information available on the Internet about ETF rating, the book provides an overview and identifies the relevant information for the evaluation of ETFs among the many sales information.

Oliver Everling und Götz Kirchhoff (Herausgeber): Exchange Traded Fund-Rating: Marktüberblick, Einsatzkriterien und Praxiseinsatz, Bank-Verlag Medien GmbH, http://www.bank-verlag-shop.de/product_info.php/products_id/3030, Köln 2011, 375 Seiten, Art.-Nr. 22.472-1100, ISBN 978-3-86556-257-9.

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 demand for the most compact and clear information on the quality of fund products is growing. For the first time, this book brings together the views of major rating agencies on the valuation of investment funds and asset managers and presents them independently. It is clear that there are still significant differences, and standards in the fund industry are evolving.

Ann-Kristin Achleitner und Oliver Everling (Herausgeber): Fondsrating: Qualitätsmessung auf dem Prüfstand – Verfahren, Kriterien und Nutzen, Betriebswirtschaftlicher Verlag Dr. Th. Gabler, Wiesbaden 1. Auflage Dezember 2003, http://www.gabler-verlag.de, gebundene Ausgabe, 338 Seiten, ISBN 3-409-15012-9.