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131 Uppsatser om Fund - Sida 1 av 9

Finanskrisens baksida : Fyra fallstudier om personaladministration under finanskrisen 2008

The purpose of this paper is to examine and analyze past development of mutual Funds in large and small mutual Fund companies and see if there are any differences between these two segments. Limitations on the number of Funds have been made by choosing Nordic mutual Fund companies that invest in emerging markets over an 11-year period. The study is made on 66 mutual Funds managed by 13 mutual Fund companies in which the segment of small Fund companies includes seven Fund companies with assets under management less than 100 billion SEK and the segment of large mutual Fund companies includes six Fund companies with assets under management more than 400 billion SEK. In the comparison of the segments the Sharpe ratio has been used to calculate the risk-adjusted return. The study shows small differences of the risk-adjusted return between the segments.

Nordiska Fondbolags riskjusterade avkastning : En jämförelsestudie av fondbolag verkande inom tillväxtmarknader

The purpose of this paper is to examine and analyze past development of mutual Funds in large and small mutual Fund companies and see if there are any differences between these two segments. Limitations on the number of Funds have been made by choosing Nordic mutual Fund companies that invest in emerging markets over an 11-year period. The study is made on 66 mutual Funds managed by 13 mutual Fund companies in which the segment of small Fund companies includes seven Fund companies with assets under management less than 100 billion SEK and the segment of large mutual Fund companies includes six Fund companies with assets under management more than 400 billion SEK. In the comparison of the segments the Sharpe ratio has been used to calculate the risk-adjusted return. The study shows small differences of the risk-adjusted return between the segments.

En framtida placering i Kinafond eller USA-fond? : Ett säkrare val för investeraren

To invest money in Funds is increasing rapidly in popularity and one of the biggest reasons is that banks are offering a greater range of Funds. Information about Funds is always easy to find and it is easy to invest money in a Fund because the bank takes care of all the management of the Fund.The essay examines two Funds from two different countries with an aim to choose the one with best potential yield. The first Fund is entirely invested in North America and the second Fund invests in Asia, with most of its possessions in companies from China. Both these Funds invest in wellknown companies in respective region. The essay is limited to compare these Funds with data from 2005 to 2009.Information was collected from Morningstar and Avanza Bank for the quantitative examination.

Investerarens guide till hedgefondsstrategier

ABSTRACTTITLE The investors guide to hedge Fund strategies ? A comparing study of hedge Fund strategies on the Swedish market.COURSE Bachelor Thesis in Finance KEYWORDS Hedge Funds, Hedge Fund strategies, Swedish hedge Fund market, Investors, Average return, Riskadjusted returnThe ThesisInvestor?s general knowledge about hedge Funds and hedge Fund strategies, is compared to other investment alternatives low. The purpose of this thesis is therefore to clarify to investors how examined hedge Fund strategies separate concerning risk and return in hedge Funds. This, in order to facilitate for investors understanding which hedge Fund strategy will be more suitable for them. To achieve this, the thesis is mainly focusing on quantitative data, which is complemented with qualitative findings in terms of a questionnaire.

Göteborg International Film Festival Fund - Internationell kulturpolitik och strategiskt utvecklingsarbete

The aim of this research is to examine the Göteborg International Film Festival Fund (GIFFF, 1998?2011) as a part of the festival's overall operations, to provide answers to questions about if/how the Fund can be understood as an expression of the festival's Fundamental values, and how the Fund can be recognized within the festival's strategic development. The GIFFF is also discussed in relation to contemporary academic studies that interpret Western film Funds for the developing countries ? such as Hubert Bals Fund and Fond Sud Cinéma ? as an expression of Eurocentrism.The investigation is based on the contemporary film festival research, previous academic studies on Göteborg International Film Festival, the festival?s printed material ? such as programs and press releases ? as well as interviews with the former festival director Gunnar Bergdahl, who initiated the Fund, and festival editor Ulf Sigvardson, who ran the Fund during its final years of existence.The conclusions are: The Fund's objectives ? such as to support filmmakers and film schools in the developing countries, and also to screen their films at the festival ? can be seen as a broader interpretation of the vision that was determined by the festival founders, that the festival should be a platform for independent filmmaking and also help screen the films that otherwise would not reach the Swedish audience. Also, the Fund was a significant part of the festival's expansion strategies during the 1990s.

Hedge Fund Style Analysis, Is an Index-Based Approach Viable?

This thesis aims to open the Pandora?s Box of hedge Fund styles through an index-based style analysis. This information asymmetry is due to both less strict disclosure requirements and inherent nature of hedge Funds. We employ a multiple unconditional linear regression model wherein 23 Swedish hedge Funds are regressed on 10 style indices. In addition to the increased interest in hedge Funds and their performance drivers, our unique approach with regressing return on return motivates this study.

Marknadsföring av en god sak : Marknadsföringens karaktär inom insamlingsbranschen

This study will focus on the Fund raising market and what characteristics that can be found in marketing in this market. The donations to Fund raising organizations has increased lately and therefore we found it interesting to study how their marketing has developed over time and what risks that can be found. When talking about marketing in Fund raising organizations it?s difficult to not include the donors. Therefore have we also studied what value creates for the donors and how the organizations work to gain their trust.

Förvaltarens betydelse : En jämförande studie av storbankernas förvaltning av regionala fonder inriktade på Europa

The success of Fund saving in Sweden came in 1978 when the government introduced the favorable tax Fund savings system. Today Funds are the most used form of saving in Sweden, so that it can be calculated that the value of Fund savings exceeds 1500 billion SEK. Savers can choose from a variety of Funds, the most common being mutual Funds. Since many banks offer similar Funds it is difficult to know which one has the best Fund administrationThe purpose of this study is to examine which of the four biggest banks in Sweden has the best Fund administration. The banks are, SEB, Handelsbanken, Nordea and Swedbank.

Prestationsstyrsystem : En undersökning om dess önskade och oönskade effekter

Abstract  Title: High-Risk Funds vs. Mutual- Index FundsA study of macro -variables influence on different Funds choice Level: Final assignment for Bachelor Degree in Business Administration Author: Moses Yokie & Bo Lemar Supervisor: Ogi Chun & Cheick Wagué Date: 2011-05-25 Aim: The purpose with this thesis is to compare two different types of mutual-index fond and a high-risk Fund in relation to the macro variables. The purpose also includes an investigation about if an investor will receives a higher return on high-risk Fund than on mutual-index Fund in a 10 years period.Method: A quantitative method has been use in this study, where the information has been received from Morningstar. Microsoft Excel has been used to process the collected data in order to calculate the expected return and the risk measures. The result is presented in graphs and tables on the empirical capital, in order to analyse and compare it with the theories and the selected macro- variables to see if there will be any correlation. Conclusion: This research shows that there is no possibility that the macro-variable factors can benefit an investment on high-risk Fund or on mutual-index Fund in the short run.

Högriskfonder kontra aktieindex : En studie av makrovariablers påverkan på olika fondalternativ

Abstract  Title: High-Risk Funds vs. Mutual- Index FundsA study of macro -variables influence on different Funds choice Level: Final assignment for Bachelor Degree in Business Administration Author: Moses Yokie & Bo Lemar Supervisor: Ogi Chun & Cheick Wagué Date: 2011-05-25 Aim: The purpose with this thesis is to compare two different types of mutual-index fond and a high-risk Fund in relation to the macro variables. The purpose also includes an investigation about if an investor will receives a higher return on high-risk Fund than on mutual-index Fund in a 10 years period.Method: A quantitative method has been use in this study, where the information has been received from Morningstar. Microsoft Excel has been used to process the collected data in order to calculate the expected return and the risk measures. The result is presented in graphs and tables on the empirical capital, in order to analyse and compare it with the theories and the selected macro- variables to see if there will be any correlation. Conclusion: This research shows that there is no possibility that the macro-variable factors can benefit an investment on high-risk Fund or on mutual-index Fund in the short run.

Konsten att skapa lojalitet : En undersökning om relationsskapande åtgärder i mindre tjänsteföretag

Today, there is no uniform definition of what an ethical Fund is. Fund management companies choose themselves what they believe is ethical and not. The lack of the definition makes it difficult for consumers to understand why these Funds are special compared to other Funds. The purpose of this study is to examine three Swedish companies; KPA Pension, Swedbank Robur and Folksam, to obtain a clearer picture of the concept ethical Funds and its definition. The study describes each company's view of Ethics and how they may affect other companies to work for a more sustainable world.

Systematisk riskexponering i svenska hedgefonder: Svenska hedgefonders exponering mot riskfaktorerna i Fung & Hsieh (2004) under perioden 2006-2007

This paper aims to investigate the systematic risk exposure of Swedish hedge Funds using a modified Fung & Hsieh (2004) asset-based style factor model. The results show that the average Swedish equity hedge Fund and Fund of Funds had a significant positive exposure to the equity market portfolio and the spread between small cap and large cap stocks (SMB) during the sample period. This is consistent with our a priori expectations and previous international studies. We do not find the expected systematic fixed-income related risk exposure for the fixed-income hedge Funds and Fund of Funds in the sample. The empirical material used in this study is taken from a publicly available Fund database maintained by the Swedish Financial Supervisory Authority (Finansinspektionen).

Ska jag placera aktivt eller passivt? : En studie om premiepensionsvalet

Intention: The purpose of this thesis is to see if an active investment decision in the Swedish Premium Pension System would result in a higher return than a non-active investment decision. A non-active investment decision is equivalent to leaving the money in AP7 Premium Savings Fund.Method: This thesis is a statistical analysis and has a descriptive character in which the calculations are based on secondary data, thus the thesis has a quantitative character. Furthermore three active portfolios in different risk categories have been chosen. These portfolios are compared with the AP7 Premium Savings Fund?s returns.

Vad bestämmer fonders prestation och avgift? : En studie på svenska aktivt förvaltade aktiefonder under perioden 2005-2014

This study analyzes 66 Swedish actively managed mutual Funds investing in the Swedish stock market during the period 2005-2014. The purpose is through pooled data regressions analyze the relationship between both the mutual Fund?s annual fee and risk-adjusted return to the Fund?s characteristics. The characteristics of the study are the size of the Fund's assets, age, if the Fund is bank managed or not, Tracking Error, and standard deviation of return.By using the performance measures of CAPM, Fama and French 3-factor model, and Carhart?s 4-factor model monthly risk-adjusted returns are created for all Funds over the period.

Etiska Fonder : - Ett steg mot en mer hållbar värld?

Today, there is no uniform definition of what an ethical Fund is. Fund management companies choose themselves what they believe is ethical and not. The lack of the definition makes it difficult for consumers to understand why these Funds are special compared to other Funds. The purpose of this study is to examine three Swedish companies; KPA Pension, Swedbank Robur and Folksam, to obtain a clearer picture of the concept ethical Funds and its definition. The study describes each company's view of Ethics and how they may affect other companies to work for a more sustainable world.

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