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Performance Measurements in Asset Management Reports for Private and Institutional Clients

Type and Duration

Auftragsforschung, September 2005 until March 2006 (finished)


Chair in Business Administration, Banking and Financial Management

Main Research

Wealth Management

Field of Research

Banking and Finance


Based on recent knowledge in performance analysis different applied reporting systems are analysed to find best practice approach for reporting in asset management for private and institutional clients.

Principal Investigator


  • Menichetti, M. J. (2004). Die Performance-Darstellung von Wertschriften-Portfolios. In P. Schädler & M. Menichetti (Eds.), Private Banking im Qualitätswettbewerb um den Kunden (pp. 45-62). Heidelberg: Physika.