Ratings to Date

Please find below a survey of ratings that have been published up to now, categorised by

The respective main focus of the rating categories is described briefly within the individual sections. A description of the methodology can be found here.

Depository Bank Rating

Consideration of all relevant areas and aspects of a company that offers despositary bank services.

Rated Party	Rating	Year	Download
State Street Bank GmbH	1-	2008	Report (de); Presse (de)
Landesbank Hessen-Thüringen Girozentrale	2	2008	Report (de); Presse (de)
BNP Paribas Securities Services S.A. - Zweigniederlassung Frankfurt am Main	1-	2008	Report (de); Presse (de)

Fiduciary Management Rating

Consideration of all relevant areas and aspects of a company that offers fiduciary management services.

Rated Party	Rating	Year	Download
Allianz Global Investors Kapitalanlagegesellschaft mbH	1-	2011	Report (de); Presse (de)
Deutsche Bank Group DB Advisors	1-	2010	Report (de); Presse (de)

Real Estate Manager Rating

Consideration of all relevant areas and aspects of an investment company in the real estate fund sector (management, clients, production, infrastructure).
These ratings are being performed in co-operation with DID Deutsche Immobilien Datenbank GmbH and supplemented by product-specific Portfolio Ratings.

Rated Party	Asset Classes/ Products	Rating	Year	Download
DEGI – Deutsche Gesellschaft für Immobilienfonds	Offene Immobilienfonds	2	2008	Report (de)
	Degi EUROPA	2	2008	Report (de)
	DEGI INTERNATIONAL	2+	2008	Report (de)
	DEGI GLOBAL BUSINESS	2	2008	Report (de)
	DEGI GERMAN BUSINESS	2-	2008	Report (de)
DEGI – Deutsche Gesellschaft für Immobilienfonds	Offene Immobilienfonds	2	2007	Report (de); Summary (de); Presse (de)
	GRUNDWERT-FONDS	2-	2007	Report (de)
	DEGI INTERNATIONAL	2	2007	Report (de)
	DEGI GLOBAL BUSINESS	2+	2007	Report (de)
DEGI – Deutsche Gesellschaft für Immobilienfonds	Offene Immobilienfonds	2	2006	Report (de); Summary (de, en); Presse (de)
	GRUNDWERT-FONDS	3+	2006	Report (de)
	DEGI INTERNATIONAL	2	2006	Report (de)
iii – Internationales Immobilien-Institut	Offene Immobilienfonds	2	2005	Report (de); Summary (de, en); Presse (de)
	EURO ImmoProfil	3	2005	Report (de)
	INTER ImmoProfil	2	2005	Report (de)
DEGI – Deutsche Gesellschaft für Immobilienfonds	Offene Immobilienfonds	2-	2005	Report (de); Summary (de, en)
	GRUNDWERT-FONDS	3+	2005	Report (de)
	DEGI INTERNATIONAL	2	2005	Report (de)

Insourcing Rating

Consideration of all relevant areas and aspects of a company that offers insourcing services.

Rated Party	Rating	Year	Download
SGSS Deutschland KAG	1	2009	Report (de)

Investment Process Rating

Focus on investment processes and directly related topics (research, investment team, etc.).

Rated Party	Asset Classes	Rating	Year	Download
Roland Eller Asset Management	Roland Eller Euroland Aktien Timing plus (Investmentprozeß)	AAA-	02/2011	Report (de)
Roland Eller Asset Management	Roland Eller Total Return plus (Investmentprozeß)	AAA-	02/2011	Report (de)
FIDUKA-Depotverwaltung GmbH	Aktien (FID-Ratio-Ansatz)	AA	02/2011	Report (de)
FIDUKA-Depotverwaltung GmbH	Aktien (FID-Ratio-Ansatz)	AA	09/2009	Report (de, en)
SEB AM (DK) – SEB AssetManagement (Denmark)	Aktien Europa (Small Caps)	2-	2005	Report (en); Summary (de, en); Press (de)
PAIM – Pioneer Alternative Investment Management	Dach-Hedgefonds	2	2005	Report (en); Summary (de, en); Presse (de)
MGAI – Mellon Global Alternative Investments	Dach-Hedgefonds	2	2005	Report (en); Summary (de, en); Presse (de)

Manager Rating

Consideration of all relevant areas and aspects of an investment company (management, clients, production, infrastructure).

Rated Party	Asset Classes	Rating	Year	Download
SGAM AI – Société Générale Asset Management Alternative Investments	Dach-Hedgefonds	2	2005	Report (en); Summary (de, en); Presse (de, en)
ERSTE-SPARINVEST KAG	Aktien Europa, Renten Europa, Dachfonds	2-	2005	Report (de); Summary (de, en); Presse (de)
CSAM – Credit Suisse Asset Management Deutschland	Renten Euroland	2	2004	Report (de, en); Summary (de, en); Presse (de)
Deka Investment	Aktien Europa (Large Caps), Renten Euroland, Quantitative Produkte	2	2004	Report (de); Summary (de, en); Presse (de)
SGAM AI – Société Générale Asset Management Alternative Investments	Dach-Hedgefonds	2-	2004	Report (de, en); Summary (de, en); Presse (de)
Raiffeisen KAG	Aktien Zentral-/Osteuropa, Renten Global, Balanced/Dachfonds	2	2003	Summary (de); Presse (de)
CSAM – Credit Suisse Asset Management Deutschland	Renten Europa	2	2003	Report (de, en); Summary (de, en); Presse (de)
NIM – Nordea Investment Management Bank A/S	Aktien Global, Renten Europa	2-	2003	Report (de); Summary (de, en); Presse (de)
dbi / Allianz Dresdner Asset Management	Renten Global, Quantitative Produkte	2	2003	Report (de); Summary (de, en); Presse (de)
UBS Global Asset Management Deutschland	Aktien Global	2 ^*	2002	Report (de); Summary (de, en); Presse (de)
DWS Investment GmbH	Aktien Global/Europa, Renten Euroland, Balanced, Geldmarkt	2 ^*	2002	Summary (de, en); Presse (de; en;)
DLI – Delta Lloyd Investment Managers GmbH	Aktien Europa, Renten Euroland, Geldmarkt Euroland, Balanced Europa	3 ^*	2002	Summary (de, en); Presse (de)
ERSTE-SPARINVEST KAG	Aktien Österreich/Osteuropa	2- ^*	2002	Summary (de, en); Presse (de)
Raiffeisen KAG	Aktien, Renten Global, Balanced, Dachfonds	2- ^*	2002	Summary (de, en); Presse (de)
NIM – Nordea Investment Management	Aktien Global, Renten Global	2- ^*	2002	Report (en); Summary (de, en); Presse (de)
dbi – dresdnerbank investment management	Aktien Europa, Renten Global, Balanced, Quantitative Produkte	2- ^*	2001	Summary (de); Presse (de; en)

^* Result transformed into the new Rating Scale.

Master-KAG Rating

Consideration of all relevant areas and aspects of a company that offers administration and/or outsourcing services to institutional investors.

Rated Party	Asset Classes	Rating	Year	Download
Allianz Global Investors Kapitalanlagegesellschaft mbH	—	1	2011	Report (de), Presse (de)
Helaba Invest Kapitalanlagegesellschaft mbH	—	1+	2011	Report (de)
DB Advisors	—	1-	2009	Report (de)
Société Générale Securities Services Kapitalanlagegesellschaft mbH	—	1-	2009	Report (de)
Helaba Invest Kapitalanlagegesellschaft mbH	—	1+	2009	Report (de)
Allianz Global Investors Kapitalanlagegesellschaft mbH	—	1-	2008	Report (de)
Universal-Investment-Gesellschaft mbH	—	1	2008	Report (de); Summary (de)
Helaba Invest Kapitalanlagegesellschaft mbH	—	1-	2007	Report (de); Summary (de); Presse (de)
Universal-Investment-Gesellschaft mbH	—	2+	2006	Report (de); Summary (de); Presse (de)
Ampega Investment	—	2	2004	Report (de); Summary (de); Presse (de)
dbi / Allianz Dresdner Asset Management	—	2	2004	Report (de); Summary (de)

Pension Solutions Rating

Consideration of all relevant areas and aspects of a pension solution unit including products, consulting, platforms and innovation.

Rated Party	Rating	Year	Download
Deutsche Asset Management Investmentgesellschaft mbH Pension Solutions	AAA	2010	Report (de); Presse (de)
FIL Pensions Services GmbH	AAA	2009	Report (de); Summary (de)
Deutsche Asset Management Investmentgesellschaft mbH Pension Solutions	AAA-	2007	Report (de); Summary (de); Presse (de)
Fidelity Investment Management GmbH Pension Solutions	AAA-	2007	Report (de); Summary (de); Presse (de)

Service Rating

Consideration of all relevant areas and aspects of a company that offers – within the framework of a fund platform – administration and/or outsourcing services to investment companies, sales pools, and other sales organisations.

Rated Party	Assetklassen	Rating	Year	Download
Fondsdepot Bank	—	2	2005	Report (de); Summary (de, en)

Private Wealth Management Rating

Consideration of all relevant areas and aspects of a private wealth management unit including products, consulting, platforms and innovation.

Rated Party	Rating	Year	Download
Vontobel Asset Management AG; Fonds-Vermögensverwaltung	AA+	2007	Report (de); Summary (de); Presse (de)
Vontobel Asset Management AG; Fonds-Vermögensverwaltung	AA+	2007	Report (de); Summary (de); Presse (de)

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