Essays about: "thesis on mutual funds"

Showing result 1 - 5 of 48 essays containing the words thesis on mutual funds.

  1. 1. More Is Less - Scalability in Swedish Mutual Equity Funds

    University essay from Handelshögskolan i Stockholm/Institutionen för finansiell ekonomi

    Author : Hanna Höije; Jesper Janson; [2019]
    Keywords : Sweden; Fund; Scalability; Investment Strategy; Size;

    Abstract : This thesis studies the relationship between fund size and performance of open-ended Swedish mutual equity funds between 2014-2019. The fund industry has been fast growing and the landscape has changed with extensive inflows and ever larger funds. READ MORE

  2. 2. SWEDISH MUTUAL EQUITY FUND PERFORMANCE - A COMPARATIVE STUDY OF SWEDISH FUNDS INVESTING IN SWEDEN & THE U.S.

    University essay from

    Author : Filip Jilsén; Mattias Juhlin; [2017-07-03]
    Keywords : Performance Evaluation; Mutual Equity funds; Actively Managed Funds; Risk-Adjustment Return; Sharpe Ratio; Treynor Ratio; Carhart Four-Factor Model; Swedish Fund Performance; U.S. Fund Performance;

    Abstract : The purpose of this thesis is to investigate the performance of Swedish mutual equity funds that primarily invest in either the Swedish or the U.S. market. Complementing prior research, we emphasis the relative performance differences between two markets and compare different portfolios with domestic indices. READ MORE

  3. 3. Unbundled costs of transactions and external research as characteristics of actively managed Swedish mutual funds

    University essay from Handelshögskolan i Stockholm/Institutionen för finansiell ekonomi

    Author : Tim Floderus; Hemming Svensson; [2017]
    Keywords : mutual fund performance; MiFID II; sell-side research; unbundling; best execution;

    Abstract : Using a unique dataset of 85 actively managed Swedish mutual funds investing in the Swedish equity markets, we study fund characteristics regarding cost structures. We find that the highest spenders on external research are large cap funds not managed by banks. READ MORE

  4. 4. Decision-making in mutual funds - A study of non-experts' decision-making process when choosing between mutual funds and the impact of presentation format

    University essay from Handelshögskolan i Stockholm/Institutionen för marknadsföring och strategi

    Author : Sofia Blucker; [2017]
    Keywords : Non-expert; Fund choice; Decision-making process; Verbal protocols; Presentation format;

    Abstract : The Swedish population has never been this invested in funds, as a means of saving for retirement as well as personal savings. Yet, there is a growing concern regarding people's (non-experts) capabilities in the investment scene. READ MORE

  5. 5. Classifying Mutual Funds based on Relative Performance using Artificial Neural Networks

    University essay from KTH/Skolan för datavetenskap och kommunikation (CSC); KTH/Skolan för datavetenskap och kommunikation (CSC)

    Author : Axel Pers; Adam Orre; [2017]
    Keywords : ;

    Abstract :  This thesis investigates how well artificial neural networks perform when analyzing mutual funds to predict future performance. It does so from the viewpoint of a financial advisor, and uses a multilayer perceptron attempting to classify funds into three groups based on eight fund-specific variables. READ MORE