Find Lawyers in Germany for Investment Funds
Uwe Bärenz is a partner at POELLATH in Berlin. He focuses on private investment funds, GP and investors advice. He is predominantly engaged in private equity funds, including cross-border work, mainly Luxembourg, tax and regulatory issues, filings, terms and conditions, private and public placements, investors' needs (pension funds, insurance companies, investment funds, fund of funds, private clients), complex secondary transactions. He is one of the most experienced advisors for the es...
Ronald Buge is a partner at POELLATH in the private funds team in Berlin. Ronald advises fund managers on legal and tax matters relating to the structuring of alternative investment funds. Further, he advises institutional investors such as insurance companies and pension funds as well as family offices in connection with investments in such funds. He focuses on German and international tax law, including investment tax law, procedural law and tax compliance issues (FATCA, CRS, DAC 6). He is ...
Dr Peter Bujotzek is a partner at POELLATH in Frankfurt. He specializes in private funds, in particular the structuring of private equity funds, real estate funds, infrastructure funds, managed accounts, investment law and all related tax matters, including investment tax law, regulatory law and secondary transactions. His clients include many well-known German and international fund managers and investors. Peter offers creative, state-of-the-art and full-service expertise and independent jud...
Tarek Mardini is a partner in the private funds practice group of POELLATH in Berlin. He specializes in comprehensive advice on contract, corporate, regulatory and tax law and market practice in the area of alternative investment funds and asset management. He advises German and international fund managers on fund structuring, as well as institutional investors and family offices on investments in private equity, venture capital, private debt, infrastructure, real estate funds and other alter...
Dr. Philip Schwarz van Berk, LL.M . is a partner at POELLATH in Berlin. Philip has been advising German and international fund managers on the structuring of alternative investment funds for over 15 years. He and his team have advised numerous German fund managers on venture capital, buyout and real estate private equity funds. His expertise also includes secondary transactions and advising family offices on investments and investment structures for private equity and venture capital. Philip ...
Dr. Jens Steinmüller is a partner in the private funds team at POELLATH in Berlin and has many years of experience in advising institutional investors and fund managers. He offers comprehensive civil, regulatory and tax law advice in connection with investment funds, as well as advice on tailor-made investment solutions and supervision of fund investments. His focus is on the special regulatory and tax requirements of individual investor groups (insurance companies, pension funds, pensio...
Amos Veith is co-head of POELLATH's private funds practice and member of the management board at POELLATH in Berlin. He has practised tax and corporate law since 2000 and assisted clients in structuring and reviewing several hundred venture capital and private equity funds and similar alternative investments. He provides fiscal and legal advice to domestic and foreign institutional and private investors and initiators in the foregoing fields of closed-end funds. His clients include many well-...
Investment Funds Definition
Investment funds are undertakings for joint investments in transferable securities (UCITS). They collect capital from a multiple number of investors and follow a predetermined investment strategy for the benefit of the investors’ capital. Thereby they provide a broader variety of investment opportunities, greater management expertise and lower investment fees than investors would be able to obtain on their own.
All types of investment funds share some mutual characteristics: The capital is collected on a legally and economically autonomous level and each investor is awarded a corresponding number of shares or interest. The investors share the risks that accompany the purchase, holding and sale of assets and do not have any authority to decide or control the assets’ financial management. However, the scope of investment is considerably predetermined by the fund’s investment strategy. Investment funds can be broad-based on stock indexes or narrowly focused on specific geographic regions or industry sectors. The funds are overseen by a fund manager who carries out the day-to-day management and in return receives remuneration typically in form of an annual percentage taken directly out of the fund.
Alternatives to the traditional undertakings for joint investments in transferable securities (UCITS) are qualified as alternative investment funds (AIFs). There is a wide range of products serving different purposes and investment strategies, such as venture capital funds, hedge funds, private equity funds or real estate funds. In recent years exchange traded funds (ETFs) have emerged as an alternative to actively managed funds. ETFs merely track the yield and return of indexes without trying to outperform them and as a result of their passive management incur fewer administrative costs.
Investment funds can either appear as open-end or close-end funds. Open-end funds do not have a fixed capital and perpetually issue new shares or interest each time money is invested. Closed-end funds raise a prescribed amount of capital through an IPO by issuing a fixed number of shares or interest. They are tradable just like stocks, allowing their price to fluctuate above or below their real value.
In essence, investment funds allow investors to profit from a professional portfolio management, typically a low minimal investment and risk reduction through diversification, whilst on the other hand having rather high fund expense ratios.
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