Essays about: "Mutual funds"

Showing result 21 - 25 of 219 essays containing the words Mutual funds.

  1. 21. Active versus passive: Does increased investments in passive funds have an effect on active fund performance?

    University essay from Handelshögskolan i Stockholm/Institutionen för finansiell ekonomi

    Author : Elliot Corell; Jacob Hjelmstedt; [2022]
    Keywords : Index fund; Mutual fund; Passive investment; Active investment; Alpha;

    Abstract : In recent decades, there has been a shift towards investing in passively managed funds. Grossman and Stiglitz (1980) describe in their theoretical paper how the share of uninformed investors is positively correlated to the utility of being informed. READ MORE

  3. 22. Do Active Fund Managers Outperform their Peers? A Study of Active Management and Performance in the Swedish Mutual Fund Market

    University essay from Handelshögskolan i Stockholm/Institutionen för finansiell ekonomi

    Author : William Levay; Karl Wallén; [2022]
    Keywords : Active Share; Tracking Error; Benchmark-Adjusted Return; Alpha; Benchmark Index;

    Abstract : Primarily, the purpose of this paper is to examine the relationship between active management and fund performance in the Swedish mutual fund market, 2010-2021. Two measures of active management are used: Active Share and Tracking Error. READ MORE

  4. 23. Sustainable Investing: Effects on Portfolio Returns and Risk in a Nordic Setting

    University essay from Handelshögskolan i Stockholm/Institutionen för finansiell ekonomi

    Author : Max Junestrand; Benjamin Wahlstedt; [2022]
    Keywords : ESG; Sustainable Finance; Corporate Social Responsibility; SRI; Sustainability Rating;

    Abstract : ESG investing has gone from niche to mainstream, with the total AUM assigned to ESG-tilted portfolios growing by the day. The objective of this paper is to understand how the return and risk performance of Nordic mutual and exchange-traded funds differ based on sustainability ratings, as there is no consensus in the risk/reward payoff in ESG investing. READ MORE

  5. 24. Light Green is the New Black: The EU SFDR as a Driver for Greenwashing in the Mutual Fund Industry?

    University essay from Handelshögskolan i Stockholm/Institutionen för finansiell ekonomi

    Author : Niko Michl; Kolja Schmid; [2022]
    Keywords : ESG label; Greenwashing; SFDR; Mutual funds; Policy intervention;

    Abstract : In March 2021, the European Commission enacted the Sustainable Finance Disclosure Regulation (SFDR), which requires mutual fund managers in the EU to disclose ESG-relevant information and to classify their products either as light green (Art. 8), dark green (Art. 9), or others (Art. 6). READ MORE

  6. 25. Rethinking Partnerships: Exploring the EU’s Development Cooperation in Central America via Critical Discourse Analysis and Expert Interviews

    University essay from Lunds universitet/Europastudier

    Author : Camilla Castelanelli; [2022]
    Keywords : Development; Partnerships; European Union; Central America; Discourse; interviews; civil society; European Studies; Social Sciences;

    Abstract : The European Union (EU) is the largest provider of development aid in the world, considering the funds given by its institutions and Member States. Development cooperation has been a central policy theme since the Treaty of Rome in 1957, thus constituting a significant sphere of the EU’s foreign affairs. READ MORE