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Performancemessung von Publikumsfonds

Performancemessung von Publikumsfonds

          
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About the Book

Studienarbeit aus dem Jahr 2000 im Fachbereich BWL - Bank, Börse, Versicherung, Note: 1,7, Hochschule Ludwigshafen am Rhein (Internationale Dienstleistungen), Veranstaltung: Internationale Dienstleistungen, Sprache: Deutsch, Abstract: "Reich mit Fonds", "Mit 50 in Rente", "Wertentwicklung von über 500 %" ....... ...wer träumt nicht davon ? Doch was verbirgt sich hinter diesen Aussagen ? Werde ich wirklich reich, kann ich wirklich mit 50 in den Ruhestand, wenn ich Fonds bespare? 500 % Wertentwicklung wie ist das möglich ? Aus diesen Fragen resultiert dann die wohl entscheidende Frage: Mit welchem/ welchen Fonds erreiche ich diese Ziele ? Welcher Stern im Fondshimmel leuchtet am hellsten ? Welche Fondsgesellschaft ist die Beste ? Die Berater der Sparkasse meinen "DEKA", die Berater der Volksbanken "UNION Investment", die Berater der Dresdner "DIT" usw. Wem soll man Glauben schenken ? Wie finde ich den richtigen Fonds bzw. den Fonds, der am besten zu mir paßt. Selektiere ich nach Ländern oder Branchen, Aktien oder Anleihen ? Steht die Sicherheit oder die Rendite im Vordergrund ? Tatsache ist, daß es mittlerweile mehr als 1400 Publikumsfonds allein von deutschen Investmentgesellschaften gibt, unter denen man die freie Auswahl hat. Mit meiner Seminararbeit beantworte ich nicht die Frage "Welcher Fonds ist der Beste?", sondern möchte nur veranschaulichen, wie die verschiedenen Fonds miteinander verglichen bzw. in eine Rangfolge gebracht werden können und wie man deren Performance ermittelt. Anhand der von mir dargestellten Performance-Messung kann jeder für sich, die für ihn am besten zutreffende Kennziffer bzw. Maßzahl heranziehen, um den am ehesten geeigneten Fonds auszuwählen. Ich habe die in der Praxis am häufigsten vorkommenden Maße in meine Seminararbeit aufgenommen. Natürlich gibt es noch einige mehr, doch die Darstellung derselben würde den Rahmen meiner Arbeit sprengen.


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Product Details
  • ISBN-13: 9783638638432
  • Publisher: Grin Publishing
  • Binding: Paperback
  • Language: German
  • Returnable: N
  • Spine Width: 3 mm
  • Width: 148 mm
  • ISBN-10: 363863843X
  • Publisher Date: 28 Jun 2007
  • Height: 210 mm
  • No of Pages: 56
  • Series Title: German
  • Weight: 86 gr


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