Performance Measurements in Asset Management Reports for Private and Institutional Clients

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Type and Duration

Auftragsforschung, September 2005 until March 2006 (finished)

Coordinator

Chair in Business Administration, Banking and Financial Management

Main Research

Wealth Management

Field of Research

Banking and Finance

Description

Based on recent knowledge in performance analysis different applied reporting systems are analysed to find best practice approach for reporting in asset management for private and institutional clients.

Principal Investigator

Prof. em. Dr. Marco J. Menichetti

Publications

  • Menichetti, M. J. (2004). Die Performance-Darstellung von Wertschriften-Portfolios. Paper presented at the Private Banking im Qualitätswettbewerb um den Kunden, Heidelberg.

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