Essays about: "mutual fund performance"
Showing result 11 - 15 of 136 essays containing the words mutual fund performance.
-
11. 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 ekonomiAbstract : 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
-
12. FEES IN SUSTAINABLE MUTUAL FUNDS : The relationship between the return on sustainable mutual funds and the total expense ratio in the U.S. and Sweden
University essay from Umeå universitet/FöretagsekonomiAbstract : This thesis investigates the relationship between the total expense ratio and the 5-year performance to last month for sustainable mutual funds registered in Sweden and the United States. The increasing amount of mutual funds and the shift towards sustainability in the society gives cause to study the relationship between the total expense ratio and the performance of sustainable mutual funds rather than conventional mutual funds. READ MORE
-
13. Smart Money and Mutual Fund Family
University essay from Handelshögskolan i Stockholm/Institutionen för finansiell ekonomiAbstract : This paper studies the smart money effect within mutual fund families by looking at monthly US equity open-ended mutual fund data between 2011 and 2019. Investors' money is said to be smart when it is able to predict future performance. READ MORE
-
14. ESG and Risk-Adjusted Performance : A study on equity funds under Swedish management during the COVID-19 pandemic
University essay from Södertörns högskola/NationalekonomiAbstract : This research study examines the risk-adjusted performance and portfolio risk of 60 large cap equity funds - mutual funds - under Swedish management. These funds apply environmental, social and governance criteria in their investment strategies. READ MORE
-
15. Value funds - is price what you pay and value actually what you get?
University essay from Handelshögskolan i Stockholm/Institutionen för finansiell ekonomiAbstract : This paper examines the consistency in exposure to the value factor of U.S. value funds in relation to their performance. We use data from the WRDS database from 2000 to 2021 and apply the Carhart 4-factor model on 71 funds. READ MORE