A recent study provides more transparency regarding risk parity portfolios and their components.
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About us
Global capital markets are changing constantly and the search for profitable investment opportunities is becoming more and more difficult. Well-known investors have made it their business to generate above-average returns and outperform the market. Many factors together determine the success of an investment. The Center of Asset and Wealth Management (CAWM) is a research center that provides high-quality and innovative research to answer crucial questions that center around optimal investment decisions:
- Which Asset Classes are most promising?
- How to chose the optimal Investment Strategy?
- How do Market Conditions affect investments?
Asset Classes
Besides traditional investment classes, the CAWM is increasingly concerned with the value development of modern asset classes. Major focus is put on digital assets, including crypto-currencies and blockchain-based assets. In addition, the CAWM conducts research on impact investing and sustainable asset classes.
Investment Strategies
Changes in capital markets force investors to constantly develop new investment strategies. The CAWM analyzes market patterns to provide scientifically sound recommendations. Thereby, findings are backed up with empirical evidence to help investors and asset managers take optimal decisions.
Market Conditions
Even the best investment strategy can fail if markets are shaken by various pieces of information. The CAWM provides an overview of how factors such as the world economy, political news, regulatory changes, or technological developments impact asset prices and investment decisions positively or negatively.
Blog
Take a look at our recent findings.
Plenty anomalies can be found in traditional financial markets. Which of them are also present in cryptocurrencies? A recent study sheds light on the low volatility anomaly.
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Satisfied customers are crucial for every business, but even more for private banking service providers, as they heavily depend on customer recommendations.
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A comparative study on biases in financial analysts’ forecasts reveals that investors should be more cautious when listening to predictions during tough times.
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A recent study shows that skilled traders exist on social trading platforms, but they are hidden within the mass of unskilled investors.
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Our team
Get to know our team.
Professor Gunter Dufey, PhD
Professor Emeritus
University of MichiganMichael Kohl
- Professor Dr. Bernd Meyer
Head of Multi Asset and Chief Strategist
Berenberg - Matthias Nester
Chairman of the CAWM Advisory Board
Chairman of the Management Board
Sparkasse Koblenz
- Thomas Paul
Board Member
Böker & Paul AG - Professor Dr. Markus Rudolf
Head of the CAWM
Allianz Endowed Chair of Finance
WHU – Otto Beisheim School of Management - Ralf Vielhaber
Managing Director
Fuchsbriefe/Dr. Hans Fuchs GmbH
Professor Dr. Thomas Burkhardt
Finanzierung, Finanzdienstleistungen und eFinance
Fachbereich 4: Institut für Management
Universität Koblenz-Landau, Campus KoblenzProfessor Dr. Lutz Johanning
Holder of the Chair of Empirical Capital Market Research
WHU - Otto Beisheim School of Management- Dr. Ruth Kümmerle
Digital Transformation
Allianz Global Investors GmbH Jürgen Lampe
CEO
firstfive AG, Frankfurt/M.
Professor Volkmar Liebig
ifm - Institute for Foreign Languages and Management
Ulm University of Applied SciencesDr. Jörg Richter, CFP, CEP
Managing Associate Institut für Qualitätssicherung und Prüfung von Finanzdienstleistungen GmbH (IQF), HannoverClaudia Spanier-Dönges
Deputy Member of the Executive Board
Head of the Board Service
Law and Financial Instruments
Sparkasse Koblenz
Supporters and Friends of the CAWM
News
Keep up with the latest events and activities.
The Performance-Project VII by our partner Fuchs | Richter Prüfinstanz was featured in the private banking magazin.
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CFA Research Challenge Finals to take place on April 22nd, 2021
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The team representing WHU - Otto Beisheim School of Management secures spot among best 20 teams globally
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The Allianz Endowed Chair of Finance and the Center of Asset and Wealth Management are pleased to announce that a team of five WHU - Otto Beisheim School of Management students has become Sub-Regional Champions in the 2020/2021 CFA Institute Research Challenge.
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