Ratings to Date

Please find below a survey of ratings that have been published up to now, categorised by

The respective main focus of the rating categories is described briefly within the individual sections. A description of the methodology can be found here.


Depository Bank Rating

Consideration of all relevant areas and aspects of a company that offers despositary bank services.

Rated Party Rating Year Download
Norddeutsche Landesbank Girozentrale
 1-
2013
Report (de); Presse (de)
Norddeutsche Landesbank Girozentrale
 2+ (Ausblick 1-)
2012
Report (de); Presse (de)
State Street Bank GmbH  1- 2008 Report (de); Presse (de)
Landesbank Hessen-Thüringen Girozentrale  22008 Report (de); Presse (de)
BNP Paribas Securities Services S.A. - Zweigniederlassung Frankfurt am Main   1- 2008 Report (de); Presse (de)


Fiduciary Management Rating

Consideration of all relevant areas and aspects of a company that offers fiduciary management services.

Rated Party Rating Year Download
Allianz Global Investors Kapitalanlagegesellschaft mbH1-
2011 Report (de); Presse (de)
Deutsche Bank Group DB Advisors
1-
2010
Report (de); Presse (de)



Real Estate Manager Rating

Consideration of all relevant areas and aspects of an investment company in the real estate fund sector (management, clients, production, infrastructure).
These ratings are being performed in co-operation with DID Deutsche Immobilien Datenbank GmbH and supplemented by product-specific Portfolio Ratings.
Rated Party Asset Classes/ Products Rating Year Download
DEGI – Deutsche Gesellschaft für Immobilienfonds Offene Immobilienfonds   2 2008 Report (de)
Degi EUROPA   2 2008 Report (de)
DEGI INTERNATIONAL   2+ 2008 Report (de)
DEGI GLOBAL BUSINESS   2 2008 Report (de)
DEGI GERMAN BUSINESS   2- 2008 Report (de)
DEGI – Deutsche Gesellschaft für Immobilienfonds Offene Immobilienfonds   2 2007 Report (de); Summary (de); Presse (de)
GRUNDWERT-FONDS   2- 2007 Report (de)
DEGI INTERNATIONAL   2 2007 Report (de)
DEGI GLOBAL BUSINESS   2+ 2007 Report (de)
DEGI – Deutsche Gesellschaft für Immobilienfonds Offene Immobilienfonds   2 2006 Report (de); Summary (de, en); Presse (de)
GRUNDWERT-FONDS   3+ 2006 Report (de)
DEGI INTERNATIONAL   2 2006 Report (de)
iii – Internationales Immobilien-Institut Offene Immobilienfonds   2 2005 Report (de); Summary (de, en); Presse (de)
EURO ImmoProfil   3 2005 Report (de)
INTER ImmoProfil   2 2005 Report (de)
DEGI – Deutsche Gesellschaft für Immobilienfonds Offene Immobilienfonds   2- 2005 Report (de); Summary (de, en)
GRUNDWERT-FONDS   3+ 2005 Report (de)
DEGI INTERNATIONAL   2 2005 Report (de)



Insourcing Rating

Consideration of all relevant areas and aspects of a company that offers insourcing services.

Rated PartyRatingYearDownload
SGSS Deutschland KAG   1 2009 Report (de)


Investment Process Rating

Focus on investment processes and directly related topics (research, investment team, etc.).

Rated Party Asset Classes
Rating Year Download
Aberdeen Asset Management Deutschland AG
Immobilien - ESG
AA+
(Outlook AAA-)
03/2017
Report (de)
Aberdeen Asset Management Deutschland AG
Immobilien
AAA
09/2016
Report (de, en)
ThomasLloyd Group
Sachwerte
AAA
03/2016
Report (de)
Aberdeen Asset Management Deutschland AG
Immobilien
AAA
09/2015
Report (de)
ThomasLloyd Group
Sachwerte
AAA-
03/2015
Report (de, en)
Aberdeen Asset Management Deutschland AG Immobilien
AAA
08/2014
Report (de, en)
Capital Life Advisors AG /
Capital Life Securities S.A.
LV-Sekundärmarkt (US)
AA
01/2014
Report (de, en, additional information)
Northern Invest GmbH & Co. KG
Konzeption und Beratung von Collateralized Fixed-Income Lösungen zum Beispiel Schiffshypothekendarlehen
AA
09/2013
Report (de, en)
Lupus alpha Asset Management AG
Volatilitätsstrategien
AA+
10/2012
Report (de)
Aberdeen Immobilien Kapitalanlagegesellschaft mbH
Immobilien
AAA-
08/2012
Report (de, en); Presse (de)
BayernInvest
Senior-Loans
AA
03/2012
Report (de)
FIDUKA-Depotverwaltung GmbHAktien (FID-Ratio-Ansatz)AA02/2012Report (de)
Roland Eller Asset Management Roland Eller Euroland Aktien Timing plus (Investmentprozeß) AAA- 02/2011 Report (de)
Roland Eller Asset Management Roland Eller Total Return plus (Investmentprozeß) AAA- 02/2011 Report (de)
FIDUKA-Depotverwaltung GmbHAktien (FID-Ratio-Ansatz)AA02/2011Report (de)
FIDUKA-Depotverwaltung GmbHAktien (FID-Ratio-Ansatz)AA09/2009Report (de, en)
SEB AM (DK) – SEB AssetManagement (Denmark) Aktien Europa (Small Caps)   2- 2005 Report (en); Summary (de, en); Press (de)
PAIM – Pioneer Alternative Investment Management Dach-Hedgefonds   2 2005 Report (en); Summary (de, en); Press (de)
MGAI – Mellon Global Alternative Investments Dach-Hedgefonds   2 2005 Report (en); Summary (de, en); Press (de)


Manager Rating

Consideration of all relevant areas and aspects of an investment company (management, clients, production, infrastructure).

Rated Party Asset Classes
Rating Year Download
ERSTE-SPARINVEST KAGSRI, Aktien Emerging Markets Europe, Fixed Income
 2+ (Ausblick 1-)2013 Report (de); Presse (de); Summary (en);
SGAM AI – Société Générale Asset Management Alternative Investments Dach-Hedgefonds   2 2005 Report (en); Summary (de, en); Presse (de, en)
ERSTE-SPARINVEST KAG Aktien Europa, Renten Europa, Dachfonds   2- 2005 Report (de); Summary (de, en); Presse (de)
CSAM – Credit Suisse Asset Management Deutschland Renten Euroland   2 2004 Report (de, en); Summary (de, en); Presse (de)
Deka Investment Aktien Europa (Large Caps), Renten Euroland, Quantitative Produkte   2 2004 Report (de); Summary (de, en); Presse (de)
SGAM AI – Société Générale Asset Management Alternative Investments Dach-Hedgefonds   2- 2004 Report (de, en); Summary (de, en); Presse (de)
Raiffeisen KAG Aktien Zentral-/Osteuropa, Renten Global, Balanced/Dachfonds   2 2003 Summary (de); Presse (de)
CSAM – Credit Suisse Asset Management Deutschland Renten Europa   2 2003 Report (de, en); Summary (de, en); Presse (de)
NIM – Nordea Investment Management Bank A/S Aktien Global, Renten Europa   2- 2003 Report (de); Summary (de, en); Presse (de)
dbi / Allianz Dresdner Asset Management Renten Global, Quantitative Produkte   2 2003 Report (de); Summary (de, en); Presse (de)
UBS Global Asset Management Deutschland Aktien Global   2 * 2002 Report (de); Summary (de, en); Presse (de)
DWS Investment GmbH Aktien Global/Europa, Renten Euroland, Balanced, Geldmarkt   2 * 2002 Summary (de, en); Presse (de; en;)
DLI – Delta Lloyd Investment Managers GmbH Aktien Europa, Renten Euroland, Geldmarkt Euroland, Balanced Europa   3 * 2002 Summary (de, en); Presse (de)
ERSTE-SPARINVEST KAG Aktien Österreich/Osteuropa   2- * 2002 Summary (de, en); Presse (de)
Raiffeisen KAG Aktien, Renten Global, Balanced, Dachfonds   2- * 2002 Summary (de, en); Presse (de)
NIM – Nordea Investment Management Aktien Global, Renten Global   2- * 2002 Report (en); Summary (de, en); Presse (de)
dbi – dresdnerbank investment management Aktien Europa, Renten Global, Balanced, Quantitative Produkte   2- * 2001 Summary (de); Presse (de; en)
* Result transformed into the new Rating Scale.




Master-KAG-Insourcing-Rating

Berücksichtigung aller relevanten Bereiche und Aspekte einer Gesellschaft, die Administrations- und/oder Outsourcing-Dienstleistungen für institutionelle Investoren sowie Insourcing-Dienstleistungen für Asset Manager anbietet.

Rated PartyAsset Classes
RatingYearDownload
SGSS Deutschland Kapitalanlagegesellschaft mbH
 —  1+2012
Report (de)


Master-KAG Rating

Consideration of all relevant areas and aspects of a company that offers administration and/or outsourcing services to institutional investors.

Rated Party Asset Classes
Rating Year Download
BayernInvest
 1 (Ausblick1+)2016 Report (de), Presse (de)
Deka Invesment
 12016 Report (de) Presse (de)
BayernInvest
 12015 Report (de), Presse (de)
Allianz Global Investors Kapitalanlagegesellschaft mbH 12011 Report (de), Presse (de)
Helaba Invest Kapitalanlagegesellschaft mbH  1+2011
Report (de)
DB Advisors 1-2009 Report (de)
Société Générale Securities Services Kapitalanlagegesellschaft mbH 1-2009 Report (de)
Helaba Invest Kapitalanlagegesellschaft mbH  1+2009 Report (de)
Allianz Global Investors Kapitalanlagegesellschaft mbH 1-2008 Report (de)
Universal-Investment-Gesellschaft mbH   1 2008 Report (de); Summary (de)
Helaba Invest Kapitalanlagegesellschaft mbH   1- 2007 Report (de); Summary (de); Presse (de)
Universal-Investment-Gesellschaft mbH   2+ 2006 Report (de); Summary (de); Presse (de)
Ampega Investment   2 2004 Report (de); Summary (de); Presse (de)
dbi / Allianz Dresdner Asset Management   2 2004 Report (de); Summary (de)



Pension Solutions Rating

Consideration of all relevant areas and aspects of a pension solution unit including products, consulting, platforms and innovation.

Rated Party Rating Year Download
Deutsche Asset Management Investmentgesellschaft mbH Pension Solutions   AAA 2010 Report (de); Presse (de)
FIL Pensions Services GmbH   AAA2009 Report (de); Summary (de)
Deutsche Asset Management Investmentgesellschaft mbH Pension Solutions    AAA- 2007 Report (de); Summary (de); Presse (de)
Fidelity Investment Management GmbH Pension Solutions    AAA- 2007 Report (de); Summary (de); Presse (de)


Service Rating

Consideration of all relevant areas and aspects of a company that offers – within the framework of a fund platform – administration and/or outsourcing services to investment companies, sales pools, and other sales organisations.

Rated Party Assetklassen Rating Year Download
Fondsdepot Bank   2 2005 Report (de); Summary (de, en)

Private Wealth Management Rating

Consideration of all relevant areas and aspects of a private wealth management unit including products, consulting, platforms and innovation.

Rated PartyRatingYearDownload
Vontobel Asset Management AG; Fonds-Vermögensverwaltung   AA+ 2007 Report (de); Summary (de); Presse (de)
Vontobel Asset Management AG; Fonds-Vermögensverwaltung    AA+ 2007 Report (de); Summary (de); Presse (de)


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