Screening (also referred to in German, more rarely as investment pre-selection)

In relation to a planned capital investment, the initially non-binding, open-ended preliminary examination of possible engagements (the first decision made in evaluating capital projects; it indicates whether an engagement is principally appropriate based on established criteria). Major funds constantly receive applications for involvement from all over the world. As a rule, a separate working group is responsible for sifting through the incoming offers, making a preliminary selection and forwarding to the fund management the commitments that are basically suitable for the fund. – See Security Analyst.

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University Professor Dr. Gerhard Merk, Dipl.rer.pol., Dipl.rer.oec.
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Merk, G. (Hrsg.): „Screening (also referred to in German, more rarely as investment pre-selection)“. In: Finanz- und Wirtschaftslexikon. https://www.gerhardmerk.de/screening-also-referred-to-in-german-more-rarely-as-investment-pre-selection-2/ (Stand: 25.07.2023).

Die von Universitätsprofessor Dr. Gerhard Merk begründete Sammlung wird seit Herbst 2014 von Professor Dr. Dr. h.c. Eckehard Krah redaktionell fortgeführt und um neue Begriffe ergänzt. Sollten Sie Fehler entdecken oder sonstige Hinweise haben, schreiben Sie an: info@ekrah.com

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