Produkte
Exklusives Interview: Alan Miller über die Fondsbranche
„Je mehr man dafür zahlt, umso schlechter ist das Produkt“
Alan Miller, Senior Partner und Fondsmanager bei Spencer-Churchill Miller Private, setzt sich kritisch mit den oft zu hohen Gebühren und schwachen Renditen vieler Investmentfonds auseinander.... mehr
Kommentar von Steffen Binder, Geschäftsführer, MyPrivateBanking.com
Die notwendige Konsequenz aus dem Madoff-Betrug: Macht Provisionen illegal !
Letzten Freitag berichtete das Wall Street Journal über massive Provisionen, die angeblich die Firma von Madoff an die österreichische Fondsmanagerin und Bankengründerin Sonja Kohn gezahlt hat. In diesem Bericht beruft sich die Zeitung auf Untersuchungen der zuständigen Behörden in den USA und Österreich... mehr
Produkte: Überprüfen Sie Ihr Portfolio
Aktiv verwaltete Fonds – Die versteckten Kostenfallen
Egal welches Gebührenmodell der Kunde wählt, alle haben sie eine Gemeinsamkeit: Man sieht nur die direkten Kosten wie Transaktionsgebühren, Pauschal- oder Erfolgsgebühren. Was man nicht sieht, aber ebenfalls bezahlt, sind die versteckten Gebühren und Kosten für verschiedene Investitionsprodukte im Portfolio. Diese Kosten werden „versteckt“ genannt, da ... mehr
Series on ETFs (2): How Risky Are They Really?
ETFs and the Risk of Default
This article addresses the default risk of ETFs. The simple answer is short: in general, there is no risk of default for ETFs. A fund sponsor is usually required to keep fund assets (e.g., stocks) separately from the fund sponsor’s own assets. There is, however, another riskier type of ETF called a swap-based ETF... mehr
Series on ETFs (1): How Risky Are They Really?
ETFs and the Tracking Error Risk
Given the present "ETF-hype", some investors fear that ETFs might carry their own “dirty little secrets” to make them more profitable for the issuer but also riskier for the fund client. In order to answer these questions we will publish a series of articles to take an in depth look at the major risks of ETFs... mehr
Products: Fixed Income Index Investing
Watch Out for the Tracking Error of Bond ETFs
The Wall Street Journal reports that pricing is becoming an increasing problem for bond ETFs. A bond ETF is an exchange traded passive index fund that tracks an index of bonds. This can be an index consisting of treasuries, government bonds or corporate bonds. There are mainly two problems that can potentially compound to the distortion of the pricing of the bond ETF... mehr
Collectibles: Wine as an Investment
Valuable Tips for Choosing the Right Wine
It is definitely possible to make money through investing in top wines; however, it is certainly not as easy as is often suggested. If you decide to invest in wine, which wines should you focus on? ... mehr
Products: How to Create an ETF Portfolio
Keep It Simple (Part 2)
In part 1 of our series we talked about the right index to chose when investing in ETFs. The question now would be which are the right product and the right fund provider. ... mehr
Products: How to Build an ETF-Portfolio
Keep It Simple (Part 1)
This Website has been actively supporting the use of index products like ETFs to build an investment portfolio. The advantages are very clear: on average index funds are significantly better performers than managed products and the costs are much lower.... mehr
Products: How Risky Are Your Financial Products?
Value at Risk – How One Formula Paved the Way to Hell
It was in August 2008 that Malcolm Casey*, a resident of Highland Park (New Jersey, US), was getting a little worried. For months and months his portfolio, consisting mostly of “defensive” structured products, has been generating losses and being just a few years away from retirement, he felt that his life savings were in danger. ... mehr
Products: A Simple Way to Gain Currency Exposure
Are Currency ETFs Any Good For Your Portfolio?
Currency ETFs these days are quite the rage. It is a relatively new product category, first started in 2006. Recently various currency ETF providers have further expanded their product range. So, are these products useful for affluent private investors?... mehr
High Net Worth: Wealth Management of the Rich and Famous
Why Some Celebrities Lose Their Fortunes Easily
Kim Basinger, Burt Reynolds, Mike Tyson and Meat Loaf all have one thing in common: They earned a fortune during their career and still at one point had to file for bankruptcy. This anecdotic evidence is backed by statistics from various professional sports leagues.... mehr