Sökning: "Equity mutual funds"

Visar resultat 21 - 25 av 95 uppsatser innehållade orden Equity mutual funds.

  1. 21. The difference in risk adjusted performance between socially responsible and conventional equity mutual funds - Evidence from Sweden

    Kandidat-uppsats, Göteborgs universitet/Institutionen för nationalekonomi med statistik

    Författare :Sebastian Alm; Otilia Esping; [2020-07-01]
    Nyckelord :;

    Sammanfattning : This thesis aims to study the difference in risk-adjusted performance between socially responsible (SR) and conventional equity mutual funds from a Swedish perspective. The study uses mutual fund data from the time-period January 2010 to January 2020. LÄS MER

  3. 22. A Comparative Study on Green Mutual Equity Fund’s Financial Performance : International vs Domestic Fund Composition

    Uppsats för yrkesexamina på avancerad nivå, Umeå universitet/Företagsekonomi

    Författare :Janusa Aiyadurai; Mathias Brenckert; [2020]
    Nyckelord :Risk-adjusted rate of return; mutual fund; performance; green investing; international diversification; Modern Portfolio Theory; Stewardship Theory; Home Bias Theory; Behavioral Finance; Sharpe Index; Jensen Index; Treynor Index;

    Sammanfattning : In this thesis the relationship between regional composition and risk-adjusted performance is evaluated concerning Swedish issued green mutual equity funds. By using three different indices; Sharpe, Jensen and Treynor, a relationship has been able to establish. LÄS MER

  4. 23. Mutual Fund Performance : An analysis of determinants of risk-adjusted performance for mutual equity funds available for Swedish investors

    Uppsats för yrkesexamina på avancerad nivå, Umeå universitet/Företagsekonomi

    Författare :Sandra Carlsson; Erica Eikner; [2020]
    Nyckelord :Mutual equity funds; risk-adjusted performance; Total Expense Ratio; fund characteristics; Swedish investors; Efficient Market Hypothesis; Carhart four factor model; Sweden;

    Sammanfattning : The mutual fund industry in Sweden has grown rapidly over the past years. Research has been made on the topic for over 50 years, however there are still uncertainties about the determinants of fund performance. LÄS MER

  5. 24. Signalling commitment to sustainability on the mutual fund market : An investigation of the Swedish equity mutual fund market

    Uppsats för yrkesexamina på avancerad nivå, Blekinge Tekniska Högskola

    Författare :Mattias Andersson; Erik Bernstrup; [2020]
    Nyckelord :Nordic Swan Ecolabel; Equity mutual funds; Signalling; eco-labelling; sustainable investing; Svanenmärkning; Aktiefonder; Signalteori; Eko-märkning; Hållbart investerande;

    Sammanfattning : In the midst of climate change and growing concern about social aspects, investors want to make informed sustainable choices regarding their consumption and investments. Many companies are trying to stay ahead of the curve by engaging in Corporate Social Responsibility. LÄS MER

  7. 25. Are investors better safe than sorry? The impact of extreme losses in the return distribution on capital allocation in actively managed equity funds

    C-uppsats, Handelshögskolan i Stockholm/Institutionen för finansiell ekonomi

    Författare :Ylvali Busch; Gustav Göransson; [2020]
    Nyckelord :Mutual funds; Actively managed equity funds; Fund flows; Extreme payoffs; Prospect theory;

    Sammanfattning : In this paper, we show that capital flow to actively managed equity funds is dependent on past extreme negative return states of the fund. Specifically, we examine how an extreme negative monthly payoff impacts the investment flow of actively managed equity funds in the following year, adjusting for past performance and other fund characteristics. LÄS MER