Temat: mutual funds - Katalog OPAC zbiorów

Skocz do pozycji: 1.

Tytuł:: The impact of the banking sector crisis upon the Ukrainian investment fund market
Autorzy:: Trzebiński, Artur A.
Powiązania:: https://bibliotekanauki.pl/articles/949779.pdf
Data publikacji:: 2017
Wydawca:: Wydawnictwo Uniwersytetu Ekonomicznego we Wrocławiu
Tematy:: mutual funds
banking sector
banking sector crisis
Opis:: This study is an attempt at evaluating the impact of the banking sector crisis of 2014-2016 upon the Ukrainian market of investment funds. The analyses cover a period between 2004 and the 2nd quarter of 2016, to illustrate the trend of changes observed on the market under study. The main focus of research was placed on platforms shared between the banking sector and the investment fund sector, such as the investment of free fund assets in bonds and shares issued by banking institutions or the use of financial instruments targeted to specific investor groups). Based on the findings, it may be concluded that the force of the systemic crisis’ impact upon the market of investment funds was related to the type of investment funds under examination. The effects of the sector’s decline were clearly reflected in the operation of open-end funds and interval funds, as evidenced by sizeable reductions of both their net assets and rates of return. For other types of investment funds, the researchers found no evidence of any impact in this respect
Źródło:: Financial Sciences. Nauki o Finansach; 2017, 2(31); 92-101
2080-5993
2449-9811
Pojawia się w:: Financial Sciences. Nauki o Finansach
Dostawca treści:: Biblioteka Nauki

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Skocz do pozycji: 2.

Tytuł:: Complexity of innovative financial products: The case of synthetic exchange traded funds in Europe
Autorzy:: Marszk, Adam
Powiązania:: https://bibliotekanauki.pl/articles/950248.pdf
Data publikacji:: 2016
Wydawca:: Wydawnictwo Uniwersytetu Ekonomicznego we Wrocławiu
Tematy:: exchange traded funds
financial innovation
mutual funds
financial markets
Opis:: The aim of the text is the presentation of the most important categories of exchange traded funds (ETFs) – physical and synthetic ones. A theoretical part of the text includes an overview of the main features of ETFs, the presentation of the differences between physical and synthetic funds and the main risks posed by both types to their users and the whole financial systems. An empirical part focuses on the European market. The time span of the analysis covers the years 2001-2015 (or shorter periods in cases of lack of sufficient data). Using key statistics regarding the European ETFs market, its size, structure (both historically and currently) as well as predictions of the main future changes are discussed. The main results of the research indicate that the size of the European ETFs market, both in terms of the assets under management and number of listed funds, has been growing in recent years, yet at a rate lower than before the global financial crisis. An important observed change on the European ETFs market is the declining share of synthetic ETFs after their peak popularity in 2010. The most recent data from the first months of 2015 confirm this trend. Considering the data on cash flows into these two categories, physical ETFs will most probably continue to increase their market share compared to synthetic ones
Źródło:: Financial Sciences. Nauki o Finansach; 2016, 2(27); 49-64
2080-5993
2449-9811
Pojawia się w:: Financial Sciences. Nauki o Finansach
Dostawca treści:: Biblioteka Nauki

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Skocz do pozycji: 3.

Tytuł:: Liquidity Risk Measurement for Mutual Funds Investing in Less-Liquid Assets
Autorzy:: Van Horne, Richard H.
Powiązania:: https://bibliotekanauki.pl/articles/950251.pdf
Data publikacji:: 2016
Wydawca:: Wydawnictwo Uniwersytetu Ekonomicznego we Wrocławiu
Tematy:: liquidity risk
mutual funds
serial correlation
lagged effects
Opis:: I apply two models from the existing academic literature to assess liquidity risk in groups of mutual funds as well as in individual high yield mutual funds. These models are a serial correlation model with an AR(1) process and a lagged effects model. These models were most recently applied in the field of hedge fund research to measure liquidity risk and to evaluate the performance of aggregated groups of hedge funds, organized by investment strategy. I apply these models in the recently developing area of liquid alternative mutual funds and at the level of the individual mutual fund. A perceived benefit to investors in the liquid alternative funds is the structural, daily-redemption liquidity of the fund shares. Yet, the liquidity of the underlying securities portfolios held by these funds is not apparent to the investors and may expose the investor to heightened liquidity risk. The models perform well and will be applied to identify liquidity risk in a further ongoing study of the performance and liquidity of individual mutual funds. Liquidity risk assessment should play a vital role in performance evaluation and fund selection
Źródło:: Financial Sciences. Nauki o Finansach; 2016, 2(27); 65-79
2080-5993
2449-9811
Pojawia się w:: Financial Sciences. Nauki o Finansach
Dostawca treści:: Biblioteka Nauki

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Skocz do pozycji: 4.

Tytuł:: SPOŁECZNIE ODPOWIEDZIALNE INWESTOWANIE W POLSCE NA TLE SYTUACJI W WYBRANYCH KRAJACH UNII EUROPEJSKIEJ
Socially responsible investing in Poland against the background of the situation in selected countries from the European Union
Autorzy:: Adamska, Agata
Dąbrowski, Tomasz J.
Grygiel-Tomaszewska, Anna
Powiązania:: https://bibliotekanauki.pl/articles/950484.pdf
Data publikacji:: 2015
Wydawca:: Wydawnictwo Uniwersytetu Ekonomicznego we Wrocławiu
Tematy:: ethical investments
socially responsible investments
mutual funds
SRI market
ethical investment strategies
Opis:: The purpose of the paper was to analyze the phenomenon of ethical investing and to evaluate the level of development of the market for this type of investments in selected member countries of the European Union. The study covered 10 countries with different degrees of development of the SRI market. The research was focused on two main areas: first – asset management approach in the context of ethical investments and second – the availability of this type of investment for a wide range of individual investors, dependent on the level of development of open-end ethical investment funds segment. Studies have shown that despite similarities among countries in some areas, there is no universal standard that would determine the shape of the SRI market. This fact indicates the importance of local institutional conditions. Compared to other countries, the market in Poland stood out a low value of assets under management of ethical investment, but also the highest growth rates of these assets. In addition, the segment of open ethical investment funds was underdeveloped, with moderate degree of heterogeneity in conjunction with the small size of the average fund. In Poland, as in most other countries, equity funds dominated in terms of numbers, and fixed income funds – in terms of assets under management. The low level of development of the domestic market of ethical investments is largely due to the existing system of institutional factors, which in contrast to the solutions found in countries with mature SRI market, does not create incentives for this type of investment.
Źródło:: Financial Sciences. Nauki o Finansach; 2015, 2(23); 73-95
2080-5993
2449-9811
Pojawia się w:: Financial Sciences. Nauki o Finansach
Dostawca treści:: Biblioteka Nauki

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