Objective and definition
Investment Rating serves to assess the quality of an equity investment. This activity focuses on three analysis objectives: return, risk and liquidity. The analysis relies on quantitative data and qualitative assessments. Scope Analysis uses scientific analysis methods to determine results.
Analysis methodology
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- Investment Rating of closed-end funds (pdf)
- Investment Rating of open-ended real estate funds (pdf)
- Investment Rating of investment certificates (pdf)
* These contents are available only in German.
