Research Papers

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ESMA’S value for Money proposal put the test

December 2024

Assessing Value for Money of investment funds solely based on cost and past performance is likely to mislead retail investors.

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Effects of ban on inducements revisited

August 2023

Private households did not achieve higher portfolio returns due to inducement bans – but invested less money in funds

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Statistik

Performance of closed-end funds

May 2022

BVI has developed a concept to calculate the performance of closed-ended funds based on the established approach for open-ended funds.

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ESG in Risk Management

December 2021

BVI survey on the integration of sustainability risks in risk management

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How taxonomy-aligned are ESG-Strategy Funds?

June 2021

A practical example

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How far is the sustainable Fund Market in Europe?

December 2020

On the Competitive Position of the German Asset Management Industry


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Member area

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