Fund managers’ difficulties in obtaining reliable data for fixed income investments offers plenty of scope for even more services from the leading credit rating agencies.
New research with fund managers in North America who collectively manage around $600 billion, reveals they are placing a growing emphasis on both the quality of the data used in their investment processes and on having access to the technological capabilities to efficiently process data. Six out of ten (60%) believe this is crucial to achieving above-average returns in the future.
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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 actively managed by companies, (regional) corporations and foundations as an own asset class, it depends on the valuation and assessment standards that affect both the individual property / project and the portfolio as a whole.
The approaches that have been developed to this end, despite the growing interest of investors, who have to form judgments under more and more direct and indirect variants of the real estate investment, have so far been little known. The book shows the most important procedures and systems of the rating and aims in particular at the business management and legal design possibilities of real estate transactions for the optimization of real estate portfolios. The book sets standards in relation to the relevant questions and starting points.
Oliver Everling und Raphael Slowik (Herausgeber): Praxishandbuch Rating von Immobilienportfolios, Immobilien Manager Verlag, Köln, http://www.immobilienmanager.de/, gebundene Ausgabe, 1. Auflage 2009, 456 Seiten, ISBN 978-3-89984-197-8.
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.