BVI Snapshot

Basiswissen

Snapshot Sustainability Q4/2023

March 2024

Regulation of sustainable funds drives demand for ESG specialists and burdens smaller fund providers disproportionately.

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all issues

Snapshot Sustainability

Snapshot Sustainability Q3/2023

November 2023

Growth in Spezialfonds with sustainability features; groundwork laid for higher taxonomy ratios of retail funds.

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all issues

Snapshot fund distribution

Snapshot Fund Distribution

Snapshot fund distribution

September 2023

Germany is Europe's largest retail investor market with a share of 27 percent – distribution via banks dominates.

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Snapshot Portfolio Management

Snapshot Portfolio Management

Snapshot Portfolio Management

August 2023

Cross-border delegation of portfolio management on the rise – Frankfurt by far the largest management location in Germany.

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Snapshot Property Funds

Snapshot Property Funds

May 2023

Holding and notice periods as well as the investor structure of Spezialfonds limit liquidity risks in open-ended property funds.

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Snapshot Spezialfonds

Snapshot Spezialfonds

Snapshot Spezialfonds

February 2023

New BVI Spezialfondsindex underscores the stable performance of open-ended Spezialfonds.

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Snapshot Portfolio Management

Snapshot Portfolio Management

August 2022

Germany is one of the most important portfolio management locations in Europe – delegation to third parties very common.

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Snapshot Spezialfonds

Snapshot Spezialfonds

September 2021

Spezialfonds are a core element of old-age provision in Germany.

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Member area

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