Transaktionskosten durch ineffizientes Rebalancing
Definition
Calendar-Rebalancing (monatlich/quartalsweise) führt zu höheren Transaktionskosten und geringerer Performance vs. smarte deviation-basierte Algorithmen.
Key Findings
- Financial Impact: 0,1-0,2% geringere Jahresrendite + Transaktionsgebühren
- Frequency: Jährlich bei jedem Rebalancing-Zyklus
- Root Cause: Manuelle Entscheidungen statt algorithmischer Optimierung
Why This Matters
This pain point represents a significant opportunity for B2B solutions targeting Investment Advice.
Affected Stakeholders
Trader, Compliance Officer, Portfolio Analyst
Deep Analysis (Premium)
Financial Impact
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Current Workarounds
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Methodology & Sources
Data collected via OSINT from regulatory filings, industry audits, and verified case studies.
Evidence Sources:
Related Business Risks
Risikodrift durch ausbleibendes Rebalancing
Abgeltungsteuer bei Depot-Rebalancing
Kapazitätsverluste durch manuelle IPS-Updates
GoBD-Verstöße bei Quartalsberichterstattung
Verzögerte Zahlungen durch manuelle Quartalsabrechnungen
Bußgelder für fehlende Informationspflichten
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