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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:


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