Tag: Investment Fund
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
^^^ RATING EVIDENCE GmbH 