Sökning: "Swedish Retail Investors"

Visar resultat 21 - 25 av 37 uppsatser innehållade orden Swedish Retail Investors.

1. 21. Stjärntydning - En undersökning av riskaversionsnivåns påverkan på Morningstar Rating och dess konsekvenser för individuella småsparare

   Kandidat-uppsats,

   Författare :Andreas Danielsson; Gustav Hertzberg; [2017-07-05]
   Nyckelord :Morningstar Rating; MRAR; risk aversion; risk-adjusted return; equity fund; retail investor;

   Sammanfattning : This paper investigates whether Morningstar Rating assesses the historical risk of mutual funds in an accurate way with respect to retail investors’ level of risk aversion, or if a higher utility could be reached if the risk aversion coefficient was variable rather than fixed at level 2. The test is conducted through an evaluation of the performance during the financial crisis 2007-2008 for the Swedish open-end funds that performed best according to Morningstar Rating during the five preceding years. LÄS MER

3. 22. Markets in Financial Instruments Directive II - And its effect on the principal-agent relationship within financial advisory

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

   Författare :Sebastian Johansson; Johan Sundén; [2017-06-28]
   Nyckelord :MiFID II; Financial Advisory; Business Model; Agency Theory; Principal-Agent Problems; Information Asymmetry; Adverse Selection; Moral Hazard;

   Sammanfattning : Through an interview based study this thesis investigates how MiFID II, a new EU directive concerning the European Union’s financial markets, will affect the principal-agent relationship currently present between financial advisors and retail investors. Our sample consist of twelve representatives from Sweden’s major banks, product manufacturers, and consultancy firms, all with a solid understanding of the Swedish financial advisory scene. LÄS MER

4. 23. Aftermarket Performance of Micro-Capitalized Initial Public Offerings

   Master-uppsats, Stockholms universitet/Företagsekonomiska institutionen

   Författare :Fredrik Lüsch; [2017]
   Nyckelord :IPO; Aftermarket; Performance; Penny; Stock; Aktietorget;

   Sammanfattning : The aftermarket stock price performance of micro-capitalized IPOs with penny stock status is an often-neglected subsample in the IPO research literature. As the markets in which these IPOs are often traded are subject to lower listing and disclosure requirements, there is a higher degree of asymmetrical information between issuers and investors than on more regulated exchanges. LÄS MER

5. 24. Do Retail Investors Benefit From a High Dividend Yield? : The Dogs of the Dow strategy applied on the Swedish stock market.

   Magister-uppsats, Högskolan i Jönköping/IHH, Företagsekonomi

   Författare :Daniel Gerson Frisö; [2016]
   Nyckelord :dogs of the dow dividend investing investment strategy;

   Sammanfattning : In this thesis, the ten stocks with the highest dividend yield from the OMXS30 have been used to construct a portfolio, a strategy called The Dogs of the Dow. The portfolio was equally weighted and rebalanced every year. The purpose of this thesis is to see how the strategy would perform in terms of return and risk compared to the market. LÄS MER

7. 25. High Yield – A Late Bloomer’s Time To Shine?

   Kandidat-uppsats, KTH/Fastigheter och byggande

   Författare :Sonia Yosef; Julia Sommer; [2016]
   Nyckelord :High Yield; Corporate Bonds; Capital Struc-ture; Leverage; Real Estate; Real Estate Fi-nancing; Small and Medium-sized Enter-prises; High Yield; Företagsobligationer; Kapital-struktur; Skuld; Fastigheter; Fastighetsfinan-siering; Små och Medelstora Företag;

   Sammanfattning : Real estate companies are capital intense and bank loans represent the most common source of funding. However, the years following the latest financial crisis resulted in difficult terms and expensive bank loans, which cleared a path for alternative sources of funding. LÄS MER