frankfurter
F.A.Z. (31.01.2014)
In this edition, "Foreign Currency Bonds" were discussed as part of the series on the risk-reward profile of different asset classes and the resulting suitability for short- and long-term investments. Along these lines, four foreign currency bonds particularly worthy of consideration were presented.
Download
capital-logo
Capital (01/2014)
or the business magazine “Capital” Dr. Beck showed how investors should structure their portfolios if they assume that central banks will continue their expansionary monetary policy (scenario 1), or if they assume that central banks will soon taper their quantitative easing policy substantially (scenario 2).
frankfurter
Depotcheck Campaign (extended until March 1st, 2014)
On the initiative of TARGOBANK a “Depotcheck Campaign” was launched on November 24th, 2013, in a supplement of “Frankfurter Allgemeine Sonntagszeitung”. During the campaign, private investors will have the opportunity to have the structure of their assets examined by the Institute. Those wishing to participate need to fill out a questionnaire and send it to the Institute. Those wishing to fill out the questionnaire electronically find it at the following link on the pages of the FAZ. Alternatively, the questionnaire can also be requested by sending an email to "mail@institut-va.de". Within three weeks, private investors will then get their individual expert opinion for free. Participation is possible until March 1st, 2014.
More
frankfurter
F.A.Z. (24.12.2013)
In this edition, "Absolute Return Funds" were discussed as part of the series on the risk-reward profile of different asset classes and the resulting suitability for short- and long-term investments. Along these lines, five absolute return funds with particularly high-quality were presented.
Download
focusmoney3
Focus Money Online (23.12.2013)
In a guest commentary for Focus Money Online Dr. Beck discussed the role of time in the evaluation of the risk of financial products that you plan to keep for many years.
More
focusmoney3
Focus Money (50/2013)
Focus Money reported in this issue on the successful development of our bank customers web portal "Meine Bank vor Ort", which is visited by about 5,000 interested parties as early as 12 months after its founding.
Web portal for bank customers
frankfurter
F.A.Z. (29.11.2013)
In this edition, "Closed-end funds" were discussed as part of the series on the risk-reward profile of different asset classes and the resulting suitability for short- and long-term investments.
Download
focusmoney3
Focus Money (48/2013)
On behalf of “Focus Money” and “n-tv”, in 2013 the Institute evaluated again the investment recommendations of renowned banks for wealthy test-customers in several major German cities. This test has been continuously repeated since 2008, so that interesting longitudinal observations can be made. “Focus Money” reports on all results in this issue.
frankfurter
F.A.Z. (31.10.2013)
In this edition, "German Equity Funds" were discussed as part of the series on the risk-reward profile of different asset classes and the resulting suitability for short- and long-term investments. Along these lines, six German equity funds with particularly high-quality were presented.
Download
sueddeutsche
Süddeutsche Zeitung (15.10.2013)
For the "Süddeutsche Zeitung", IVA-Executive Kai Fürderer described remarkable insights that arise from the periodic testing of the Institute for the quality of customer advisory services in German retail banks.
Download