Training: Investment controlling according to KAGB

On June 14, 2016, we train asset managers, fund administrators and depositaries/custodians in the open training course “Investment Controlling according to KAGB”


  • Legal frameworks in the EU and Germany, terminology
  • Investment limits of UCITS and AIFs
  • Test methodoligy
  • Investment limits KAGB in detail
  • Derivatives & Risk Measurement
  • Risk Management & Organization
  • Implementation of the UCITS V Directive
  • KVG behavior, conflicts of interest, organizational duties
  • KVG Risk Management, Liquidity Management
  • Organizational requirements for an independent evaluation
  • KVG Leverage / Leverage
  • KVG outsourcing

Please contact Armin Jacobi for further information: