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250 Analysten, 1 Portfolio? Eine ökonometrische Analyse von Empfehlungen zur Gestaltung eines Vermögensportfolios zur Altersvorsorge

  • Dornau, Robert
  • Szczesny, Andrea
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    Im Oktober 1998 befragte das ZEW rund 250 Finanzexperten aus Banken, Versicherungen, Kapitalanlagegesellschaften und großen Industrieunternehmen nach ihren Empfehlungen zur Gestaltung eines Vermögensportfolios zur Altersvorsorge. Dieses Papier untersucht in einem ersten Schritt, ob in Abhängigkeit der Branchenzugehörigkeit des befragten Experten signifikante Unterschiede in der Struktur seiner Anlageempfehlungen bestehen. Die Unterschiede äußern sich vor allem in der Aufteilung der Anlagen auf europäische Aktien und deutsche Immobilien. Während z.B. Teilnehmer aus Versicherungen und der Industrie mit einem höheren Renten- bzw. Immobilienanteil eher zu den vorsichtigen Anlageberatern gehören, weisen Banken und vor allem Kapitalanlagegesellschaften einen höheren Aktienanteil auf. Das Musterportfolio aus allen Empfehlungen kann somit in unterschiedliche für bestimmte Expertengruppen spezifische Portfolioempfehlungen aufgeteilt werden.

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    Paper provided by ZEW - Zentrum für Europäische Wirtschaftsforschung / Center for European Economic Research in its series ZEW Discussion Papers with number 99-17.

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    Date of creation: 1999
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    Handle: RePEc:zbw:zewdip:5234
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