Center of Asset and Wealth Management –

How to beat Financial Markets?

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.

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

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

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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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  • 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
  • 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

  • Dr. Borislav Stokic
    Manager
    d-fine GmbH

  • Jörg R. Walter (Lecturer)
    Senior Manager
    d-fine GmbH

Supporters and Friends of the CAWM

News

Keep up with the latest events and activities.

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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The Allianz Endowed Chair of Finance and the Center of Asset and Wealth Management are pleased to announce that a team of five students will represent WHU – Otto Beisheim School of Management in the CFA Institute Research Challenge 2020/2021.

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