Center of Asset and Wealth Management

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.

Risk parity 2.0: Investigating a modern portfolio theory strategy

A recent study provides more transparency regarding risk parity portfolios and their components.

Cryptocurrencies: Choosing the right strategy

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.

Customer satisfaction: What really matters in private banking

Satisfied customers are crucial for every business, but even more for private banking service providers, as they heavily depend on customer recommendations.

Trust or distrust: Are financial analysts too optimistic during recessions?

A comparative study on biases in financial analysts’ forecasts reveals that investors should be more cautious when listening to predictions during tough times.

Social trading: Does it really pay off?

A recent study shows that skilled traders exist on social trading platforms, but they are hidden within the mass of unskilled investors.

High risk, high return? A study on idiosyncratic volatility

The relationship between idiosyncratic risk and expected stock returns remains diverse, but not conclusive.

Better sleep at night: Feedback trading is more promising during the day

The knowledge about the existence of feedback trading is beneficial for traders in any given market.

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Our team

Get to know our team.

Professor Dr. Markus Rudolf

Head of CAWM

+49 (0)261 6509 421
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Marianne Diel

Personal Assistant to the Dean

+49 (0)261 6509 421
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Kirsten Schmitz

Personal Assistant

+49 (0)261 6509 391
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Marek Becker

Research Assistant

+49 (0)261 6509 424
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Meltem Maler

Research Assistant

+49 (0)261 6509 395
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Advisory Board Members

Professor Gunter Dufey, PhD
Professor Emeritus
University of Michigan
Michael 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

Associate Members and Lecturer

Professor Dr. Thomas Burkhardt
Finanzierung, Finanzdienstleistungen und eFinance
Fachbereich 4: Institut für Management
Universität Koblenz-Landau, Campus Koblenz
Professor 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 Sciences
Dr. Jörg Richter, CFP, CEP
Managing Associate Institut für Qualitätssicherung und Prüfung von Finanzdienstleistungen GmbH (IQF), Hannover
Claudia 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.

Lawsuit against "Doppel-Wumms": "Not very promising"

Discussion with Prof. Dr. Markus Rudolf (economic expert WHU) on the BVerfG ruling regarding the supplementary budget, phoenix der tag from November 16th, 2023.

Germany in decline?

Interview with Prof. Dr. Markus Rudolf on the state of the German economy with the Rhein-Zeitung from October 27th, 2023 Source: WIRTSCHAFT – die regionale Wirtschaftszeitung der Rhein-Zeitung