🇩🇪Germany
Risikodrift durch ausbleibendes Rebalancing
1 verified sources
Definition
Marktveränderungen verschieben Gewichte; ohne Rebalancing steigt Risiko oder Exposure über Ziel hinaus.
Key Findings
- Financial Impact: Bis zu 95% schlechtere Performance durch falsche Asset Allocation
- Frequency: Kontinuierlich bei Marktschwankungen
- Root Cause: Manuelle Workflows ohne automatisierte Threshold-Überwachung
Why This Matters
This pain point represents a significant opportunity for B2B solutions targeting Investment Advice.
Affected Stakeholders
Risikomanager, Anlagenberater
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
Abgeltungsteuer bei Depot-Rebalancing
26,375% Steuer auf Gewinne >1.000€/Jahr pro Kunde
Transaktionskosten durch ineffizientes Rebalancing
0,1-0,2% geringere Jahresrendite + Transaktionsgebühren
Kapazitätsverluste durch manuelle IPS-Updates
€1,500-€3,000/Monat pro Berater (bei €75-€150/h)
GoBD-Verstöße bei Quartalsberichterstattung
€5,000+ fine per violation; 20-40 hours per audit preparation
Verzögerte Zahlungen durch manuelle Quartalsabrechnungen
30-60 Tage höhere Forderungslaufzeit; 1-2% jährlicher Umsatzverlust
Bußgelder für fehlende Informationspflichten
€5,000-€100,000 per violation; 20-40 hours/month manual effort
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