Sökning: "Alternative Mutual Funds"
Visar resultat 1 - 5 av 18 uppsatser innehållade orden Alternative Mutual Funds.
1. Fight or Flight: How stock market crashes affect private investors’ portfolio diversification in Sweden
Master-uppsats, Jönköping University/Internationella HandelshögskolanSammanfattning : Background: Stock ownership has been increasing in Sweden, with 2,7 million individual owners in 2022, up from 2,1 million in 2018. A trend shows that younger individuals are becoming more involved in stock ownership, while those over 40 are decreasing in numbers. LÄS MER
2. Doing well by investing good? : En studie om hållbara aktiefonders prestation på svenska fondmarknaden
Magister-uppsats, Södertörns högskola/FöretagsekonomiSammanfattning : Denna uppsats har analyserat om det funnits signifikanta skillnader i prestation, i form av riskjusterad avkastning och fondflöden, mellan konventionella, hållbara och miljömärkta aktiefonder på den svenska marknaden. Studien har tillämpat en tvärsnittsdesign där finansiella data samlats in månatligt för perioden 2017/01 till 2020/12. LÄS MER
3. Applying Treynor-Black Model with AP7 Såfa in the Swedish Premium Pension System : To choose between active and passive portfolio management
Master-uppsats, Karlstads universitet/Handelshögskolan (from 2013)Sammanfattning : Background: Since 1998 Sweden has individual accounts as a part of both public and occupational schemes (Sundén 2006). Yearly, 2,5% of the pensionable income is set aside to the premium pension (The Swedish Pension Agency 2021) Individuals are able to choose how the premiums should be paid in the system and in what way the money should be invested, either by choosing from the fund market or by refraining from making an active choice and instead let the Swedish pension agency management their money in the passive alternative called AP7 Såfa. LÄS MER
4. Kostar det att säkerställa den gröna investeringen?
Kandidat-uppsats, Lunds universitet/Företagsekonomiska institutionenSammanfattning : Title Kostar det att säkerställa den gröna investeringen? En studie om svenska gröna fonders finansiella prestation under perioden 2012 till 2016 Seminar date 2020-01-16 Course FEKH89, Examensarbete i finansiering på kandidatnivå, 15 Högskolepoäng Authors Ebba Giolitti, Axel Nilsén & Kasper Simonsson Advisor Göran Anderson Key words Performance evaluations, Swedish focus, green funds, conventional funds, risk adjusted return Purpose The purpose of the study is to examine whether an investor can expect a similar risk-adjusted return by choosing a Swedish secured green fund alternative, instead of a similar conventional alternative. Methodology The study is made with a quantitative method with a deductive approach. LÄS MER
5. A Sheep in Wolf's Clothing? A Comparative Analysis of Alternative Mutual Funds and Hedge Funds
D-uppsats, Handelshögskolan i Stockholm/Institutionen för finansiell ekonomiSammanfattning : This paper analyzes to which extent alternative mutual funds emulate hedge fund strategies and what are the performance drivers for this category of funds. We use a two-step regression process for our analysis and find that alternative mutual funds differ from hedge funds on three main fronts: they fail to generate alpha, they do not share the same factor exposures, and their returns are impacted in a different way by fund-specific features. LÄS MER