DVFA Commission presents new version of the DGFR – German Principles for Financial Research

‘With the DGFR 3.0, we are taking account of the dynamic developments in the field of financial research and offering analysts and companies an updated best-practice basis. In this way, we are providing guidance in a complex regulatory environment,’ explains Volker Sack, Head of the DVFA Commission for Company Analysis.

Since their first publication in 2006, the DGFR have established themselves as the standard for financial analysts and brokers. The new version expands the previous focus on equities to include other important asset classes. The updated minimum standards also include practical guidelines for the use of modern communication platforms.

The changes to Principles 3.0 will be presented at the DVFA Corporate Reporting Day on 16 January 2025 in Frankfurt, which will focus on current developments in the areas of artificial intelligence (AI) and sustainability reporting in financial analysis.

source (german): DVFA-Kommission Unternehmensanalyse präsentiert neue Fassung der DGFR – Deutsche Grundsätze für Finanzresearch (DGFR 3.0) – DVFA e. V. – Der Berufsverband der Investment Professionals