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 Banking Supervision in practice. Testimonials, as well as contributions on future perspectives and new ideas present ways to assess and implement master investment company concepts. A rating of master investment trusts and custodian banks examines the extent to which cooperation with international asset managers is facilitated, the uniformity of the reporting of several asset managers, the inclusion of proprietary investments in consolidated reporting, and the reduction of depreciation risks. Making the right decisions about the custodian and master investment company can make distributions more flexible and easier to manage asset exchanges.

Volker Braunberger, Oliver Everling und Uwe Rieken (Herausgeber): Rating von Depotbank und Master-KAG: Anlegerschutz und Effizienzsteigerung für institutionelle Kapitalanleger, Gabler Verlag – Springer Fachmedien Wiesbaden GmbH, http://www.gabler.de, Wiesbaden 2011, 316 Seiten, ISBN 978-3-8349-2578-7.

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 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.

Legal Issues in Ratings

Books, News, Notching, Platforms, Procedures, Registrations, Regulations, Repositories

Ann-Kristin Achleitner and Oliver Everling (Editor): Legal Issues in Ratings: Fundamentals and Implications of Ratings for Agencies, Investors and Companies Advised, Betriebswirtschaftlicher Verlag Th. Gabler, Wiesbaden 1st edition November 2005, http://www.gabler-verlag.de, hardcover, 470 pages, ISBN 3-409-14314-9.

The issuing of ratings by external rating agencies as well as internal ratings are of increasing relevance for the refinancing processes as well as for investment decisions on the part of investors. The book outlines the main legal implications of ratings for agencies, investors and rated companies.

Ann-Kristin Achleitner und Oliver Everling (Herausgeber): Rechtsfragen im Rating: Grundlagen und Implikationen von Ratings für Agenturen, Investoren und geratete Unternehmen, Betriebswirtschaftlicher Verlag Dr. Th. Gabler, Wiesbaden 1. Auflage November 2005, http://www.gabler-verlag.de, gebundene Ausgabe, 470 Seiten, ISBN 3-409-14314-9.

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.