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Journal articles on the topic 'Alternative investment funds'

Author: Grafiati

Published: 4 June 2021

Last updated: 26 July 2025

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1

Kinyua, Muthinga Linus, Mr James Muturi, and Dr Eddie Simiyu. "Investment Strategy and Financial Performance of Defined Contribution Pension Funds in Kenya." Journal of Finance and Accounting 6, no. 1 (2022): 71–89. http://dx.doi.org/10.53819/81018102t5050.

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Pension funds are meant to enable pensioners to live quality life upon retirement by paying them retirement benefits. Financial performance of defined contribution pension funds in Kenya has continued to portray unimpressive trend despite positive targets set by the pension funds. Hence, the study examined the effect of investment strategy on financial performance of defined contribution pension funds in Kenya. Systems theory view of pension funds, agency theory, portfolio theory and fisher’s theory of investment guided this study. Secondary data was used in the study. Correlational research d

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Plakys, Modestas. "International Socially Responsible Investment Funds." Mokslas - Lietuvos ateitis 1, no. 3 (2011): 56–60. http://dx.doi.org/10.3846/153.

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The study deals with socially responsible investment funds as the type of investment funds universe. European and USA market for socially responsible investment funds is presented. The dynamics of assets under the management and number of these funds in the market are considered. The approaches for socially responsible investments are studied and reasons for increased interest in such investments are named. The main reasons why the global socially responsible funds become more and more popular are: an increase of interest of community in socially responsible companies, in problems regarding cl

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Anđelinović, Mihovil, and Filip Škunca. "Optimizing insurers’ investment portfolios: incorporating alternative investments." Zbornik radova Ekonomskog fakulteta u Rijeci: časopis za ekonomsku teoriju i praksu/Proceedings of Rijeka Faculty of Economics: Journal of Economics and Business 41, no. 2 (2023): 361–89. http://dx.doi.org/10.18045/zbefri.2023.2.361.

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The challenge posed by historically low-interest rates is particularly significant for insurance companies, especially those specializing in life insurance. This study investigates a potential solution by analyzing the impact of introducing low correlation alternative investments into traditional investment portfolios. The research employs two methods: firstly, optimization using the Markowitz model, and the multicriteria optimization model is utilized to test the advantages of including alternative investments. Secondly, the study assesses the effects of interest rate fluctuations on both tra

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D, Hamsaveni. "The Growth of Alternative Investment Funds in India." International Journal for Research in Applied Science and Engineering Technology 12, no. 12 (2024): 1284–91. https://doi.org/10.22214/ijraset.2024.66024.

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Abstract: The Securities and Exchange Board of India (SEBI) launched alternative investment funds (AIFs) in India in 2012. This study investigates the organizational structure of AIFs and their progression since their establishment. The analysis considers several factors, such as the commitments raised, funds generated, and investments executed, employing both graphical and inferential analysis techniques. The results reveal that AIFs have made considerable strides as a viable investment option, primarily due to the numerous benefits and diverse opportunities they provide to investors, along w

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Бушин, А. И. "Alternative methods for evaluating investment funds." Экономика и предпринимательство, no. 5(118) (June 11, 2020): 1150–54. http://dx.doi.org/10.34925/eip.2020.118.5.240.

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В статье расссмотрены мметодики оцеенки инвестииционных фоондов в заруубежной и российсккой практикее. В условияхх все большее возрастающщей неопредделенности вв экономичесской и политичесской сфере, аактуальност ь приобретаает вопрос р азвития эфффективных иинструментоов стимулированиия привлеченния инвестицций, важнейшшими из котоорых являютсся инвестициионные фондды. Автором был и выделены альтернатиивные методды оценки рыыночной стоиимости фондда. Отмечена необходимостьь проведенияя качественнной оценки, ппоскольку иннвестор должен быть ууверен в споссобности инвести ионда эффекттивно упра

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McGrath, Michael, and Pablo J. Man. "SEC fines alternative mutual fund adviser for improper handling of fund assets." Journal of Investment Compliance 16, no. 2 (2015): 35–37. http://dx.doi.org/10.1108/joic-04-2015-0028.

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Purpose – To explain that the Securities and Exchange Commission (“SEC”) brought and settled charges against an investment adviser to several alternative mutual funds alleging, among other charges, failure to comply with the custody requirements of the Investment Company Act of 1940, as amended (the “1940 Act”). Design/methodology/approach – To explain that the Securities and Exchange Commission (“SEC”) brought and settled charges against an investment adviser to several alternative mutual funds alleging, among other charges, failure to comply with the custody requirements of the Investment Co

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Lamandini, Marco. "Alternative Investment Vehicles and (Self–)Regulation." European Company Law 5, Issue 3 (2008): 140–44. http://dx.doi.org/10.54648/eucl2008027.

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This contribution briefly reviews the state of the art of the regulatory and self–regulatory initiatives as regards hedge funds and private equity funds in Europe, and calls for more intervention from the EU legislator leading to the introduction of a European passport for this industry.

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Galiniene, Birute, and Gytis Jarašius. "Alternative Investment Funds Implications for Financial Stability in Lithuania." Business: Theory and Practice 15, no. (4) (2014): 339–50. https://doi.org/10.3846/btp.2014.473.

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The rapid growth of the AIF assets under management and increasing relative share of these assets in the overall investment fund assets, indicate that AIF successfully established their position in the Lithuanian investment funds market. Due to the specific investment activity AIF are different from other investment funds, they also could be associated with additional threats to the economy and financial system. Private equity and real estate funds invest in the real sector and their impact on the financial system are more indirect, through linkages to the financial market participants. Hedge

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Haddad, Mahmoud. "Using Alternative Investment Vehicles to Replication Hedge Funds Risk and Return." International Journal of Financial Research 14, no. 1 (2023): 13. http://dx.doi.org/10.5430/ijfr.v14n1p13.

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In this paper we will compare the risk return pattern along with the performance measure of hedge funds to alternative investment vehicles, namely the Exchange Traded Funds (ETFs). Our results showed that exchange traded funds can be used to emulate the hedged funds portfolios’ risk and return matrix, and performance. Exchange traded funds are required to report their investment strategies to the Security and Exchange Commission. Hedged funds have proprietary investment strategies and do not have to report their investment strategies to the Security and Exchange Commission.

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Mitić, Isidora. "ALTERNATIVE INVESTMENT FUNDS AND THEIR LIFE CYCLE." Facta Universitatis, Series: Law and Politics, no. 1 (December 23, 2024): 223. https://doi.org/10.22190/fulp240901019m.

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In this paper, the author presents the results of empirical research on the regulatory framework of alternative investment funds in the European Union (EU). The paper first provides a historical overview of their regulation and a detailed analysis of the EU's Alternative Investment Fund Managers Directive (AIFMD) and other similar legal sources which further regulate areas of alternative investment funds. In the second part, the paper elaborates on the overall life cycle of an alternative investment fund, starting from the incorporation stage until its dissolution or liquidation. In an attempt

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Feng, Yankai. "Private Equity Development and Investment Research in China under the Background of Sino-U.S. Decoupling." Advances in Economics, Management and Political Sciences 66, no. 1 (2024): 81–90. http://dx.doi.org/10.54254/2754-1169/66/20241210.

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This paper focuses on exploring the development and investment directions of Chinas private equity funds against the backdrop of Sino-U.S. decoupling. This includes U.S. dollar-denominated private equity funds, Renminbi-denominated private equity funds, and corporate venture capital. The study reveals that the enthusiasm for U.S. dollar-denominated private equity funds in the domestic market has significantly decreased, while the market size of Renminbi-denominated private equity funds has grown. Private equity fund investments have shifted towards advanced manufacturing and domestically devel

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Dodal, Rutuj. "Investment outlook and asset allocation in US pension funds." BOHR Journal of Financial market and Corporate Finance (BJFMCF) 1, no. 1 (2023): 32–35. http://dx.doi.org/10.54646/bjfmcf.2023.06.

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The classic balanced portfolio for more than 7 decades has been the blend of equities and bonds in the ratio of 60−40%, respectively. But declining interest rates have forced investors to divert from this investing strategy and look over other alternatives. This has affected bond returns. And once again due to pandemic interest rates were cut down to near zero resulting in very little returns in bonds. To overcome this, alternative investment opportunities should be looked for and several factors which are important in deciding the future investments are to be considered. Some of them are inte

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Bivainis, Juozas. "Real Estate Investment Trusts: a Place in The Diversity of Investment Funds." Business: Theory and Practice 9, no. (3) (2008): 149–59. https://doi.org/10.3846/1648-0627.2008.9.149-159.

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Economies and social sectors of the 21<sup>st</sup> century states are hard to picture without investment funds. The extent of investments, the variety of funds as well as the opportunities for investment are constantly increasing. Of this variety, the real estate investment trusts are subject to the most controversial opinions. This article includes the results of a research on REITs as an alternative for investment. A three-criterion set – return on investments, risk and correlation of return with investments in different types of assets – has been used to assess the role and the significanc

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Jarašius, Gytis, and Birutė Galinienė. "Alternative Investment Funds Implications for Financial Stability in Lithuania." Business: Theory and Practice 15, no. 4 (2014): 339–50. http://dx.doi.org/10.3846/btp.2014.473.

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The rapid growth of the AIF assets under management and increasing relative share of these assets in the overall investment fund assets, indicate that AIF successfully established their position in the Lithuanian investment funds market. Due to the specific investment activity AIF are different from other investment funds, they also could be associated with additional threats to the economy and financial system. Private equity and real estate funds invest in the real sector and their impact on the financial system are more indirect, through linkages to the financial market participants. Hedge

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CAMPBELL, NOEL D., and TAMMY M. ROGERS. "MICROFINANCE INSTITUTIONS: A PROFITABLE INVESTMENT ALTERNATIVE?" Journal of Developmental Entrepreneurship 17, no. 04 (2012): 1250024. http://dx.doi.org/10.1142/s1084946712500240.

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This paper examines the determinants of return on equity for microfinance institutions (MFI), an important source of funds for entrepreneurs in developing countries. Recent research indicates that MFIs need to become financially sustainable without relying on external funding. To meet this objective, MFIs have begun to look to the capital markets as a source of funds. Our findings indicate that investors in MFIs can look at measures similar to those used by traditional financial institutions, like commercial banks, such as operating expense and portfolio yield measures to measure possible perf

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Chiboub, Omar, and Samira Benjelloun. "Alternative Asset: Evidence from Moroccan Insurance and Pension Funds." ACRN Journal of Finance and Risk Perspectives 9, no. 1 (2020): 217–40. http://dx.doi.org/10.35944/jofrp.2020.9.1.015.

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The goal of this paper is to provide a critical overview of Moroccan insurance/pension fund investments in alternative assets through data analysis techniques. The results show that the risk of reserve depletion and the investment restrictions imposed by the regulator are not the real reasons why insurance companies / pension funds in our database reduce their investments in the alternative asset market. The results also show that the barriers that deter Moroccan insurance/pension funds from alternative assets are of two kinds: the first are of a general nature and concern the whole world (not

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Sultanboeva, Munira Bakhodirovna. "Investment funds and their types." Yashil iqtisodiyot va taraqqiyot 2, no. 12 (2024): 13–19. https://doi.org/10.5281/zenodo.14627138.

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In this article the importance of investment funds in the development of the financial market, the concept ofinvestment funds and their organization procedures, advantages, and forms and types of funds are widely studied. TheUS experience of investment fund organization is reflected. Also, the alternative investment characteristics of investmentfunds, the form of assets by types of investment funds, and the implementation of investment goals by types of investmentfunds were studied from a wide scientific and theoretical point of view.

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Afonso, António, and Pedro Cardoso. "Exchange-traded funds as an alternative investment option." Notas Económicas, no. 48 (June 14, 2019): 7–37. http://dx.doi.org/10.14195/2183-203x_48_1.

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We conduct an analysis of Exchange-traded Funds (ETFs), Index and Equity mutual funds and their respective benchmark during the 2010-2015 period for the Portuguese fund industry. For the period 2010-2017, we test ETFs for price inefficiency (existence of deviations between prices and the Net Asset Value) and persistence. We find that the studied ETF does not always outperform index funds in replicating the variations of the PSI 20 index, despite exhibiting better tracking ability when facing downside deviations of the benchmark and a better capacity of smoothing tracking deviations. Regarding

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Auger, Pat, Timothy Devinney, Grahame Dowling, and Christine Eckert. "Inertia and discounting in the selection of socially responsible investments." Annals in Social Responsibility 2, no. 1 (2016): 29–47. http://dx.doi.org/10.1108/asr-07-2016-0006.

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Purpose Socially responsible investment (SRI) funds have grown dramatically as an investment alternative in most of the developed world. The paper aims to discuss this issue. Design/methodology/approach This study uses a structured experimental approach to determine if the decision-making process of investors to invest in SRIs is consistent with the process used for conventional investments. The theoretical framework draws on two widely studied concepts in the decision making and investment literature, namely, inertia and discounting. Findings The authors find that inertia plays a significant

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KRASNOZHON, S. V., and V. E. IVANOV. "Sovereign wealth funds as an alternative to corporate investment." Market Relations Development in Ukraine №5(264)2023 98 (July 13, 2023): 18–22. https://doi.org/10.5281/zenodo.8141716.

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The subject of the study is to analyze the process and efficiency of creating sovereign wealth funds, their structure, functions and investment strategies. Purpose of the article – the main purpose of creating sovereign wealth funds is to mobilize and accumulate investment resources in order to implement state tasks to finance socially important projects. Methodology – the dialectical method of scientific cognition, the method of analysis of needs and opportunities, the case study method allowed to apply the experience of other countries to propose the creation of sovereign wealth

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Swales, George, Edward Chang, and John Bowdidge. "Life Cycle Funds: A "Stage in Life" Investment Alternative." Journal of Finance Issues 5, no. 2 (2007): 141–50. http://dx.doi.org/10.58886/jfi.v5i2.2621.

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Investors in today's market have a relatively new mutual fund investment alternative to consider: Life Cycle Funds. The primary appeal of this type of investment is its "set it and forget it" approach to investing. Investors and employees with little time to oversee and manage their investment portfolios are drawn to this category of fund. Demand for this relatively new type of fund, first introduced in the 1990s, is reflected in their rapid growth. Life-cycle fund assets grew 60% in 2005 from the prior year to $70.1 billion (Laise, 2006). The number of offerings has increased significan

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Manurung, Arifin Hasudungan, and Pardomuan Sihombing. "The Impact of Stock Selection, Market Timing and Equity Fund Size on Equity Funds Performance during Covid-19." Kontigensi : Jurnal Ilmiah Manajemen 11, no. 1 (2023): 194–201. http://dx.doi.org/10.56457/jimk.v11i1.341.

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Investors in Indonesia pay attention to the financial market's investment tools, including mutual funds. Some mutual funds even provide a higher return on investment than alternative stock investments, with a lower level of risk be-cause investment managers properly manage them. This research aims to determine how stock mutual fund success is affected by factors such as stock selection, market timing, mutual fund size, and Covid-19, with Covid-19 serving as a moderator. Purposive sampling was utilized to conduct research on Indonesian equity funds. This study's sample consists of equity funds

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Arifin, Hasudungan Manurung, and Sihombing Pardomuan. "The Impact of Stock Selection, Market Timing and Equity Fund Size on Equity Funds Performance during Covid-19." JOURNAL OF ECONOMICS, FINANCE AND MANAGEMENT STUDIES 06, no. 04 (2023): 1577–87. https://doi.org/10.5281/zenodo.7825154.

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Investors in Indonesia pay attention to the financial market's investment tools, including mutual funds. Some mutual funds even provide a higher return on investment than alternative stock investments, with a lower level of risk be-cause investment managers properly manage them. This research aims to determine how stock mutual fund success is affected by factors such as stock selection, market timing, mutual fund size, and Covid-19, with Covid-19 serving as a moderator. Purposive sampling was utilized to conduct research on Indonesian equity funds. This study's sample consists of equit

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Jnaneshwar, Pai Maroor. "A STUDY OF THE PERCEPTION OF INDIVIDUAL INVESTORS TOWARDS INVESTMENT IN MUTUAL FUNDS WHEN COMPARED TO OTHER ALTERNATIVES." International Journal of Marketing & Financial Management 2, no. 9 (2014): 72–79. https://doi.org/10.5281/zenodo.10806968.

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<strong>Abstract</strong> <em>The research report is based on the study made on the comparative analysis of the Mutual fund and other alternative investment options which were the study made for 8 weeks duration from 10th April 2014 to 9<sup>th</sup> June 2014. </em><em>The main purpose of doing this project was to know about mutual fund and its functioning. This helps to know in details about mutual fund industry right from its inception stage, growth and future prospects. It also helps in understanding different schemes of mutual funds. My study depends upon prominent funds in India and thei

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Maisaroh, Neng, Vernica Ayu Adelia, and Fatih Fuadi. "Mutual Fund Investment: Investment Alternatives for Beginner Investors." Airlangga Journal of Innovation Management 6, no. 1 (2025): 184–98. https://doi.org/10.20473/ajim.v6i1.64831.

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This study aims to observe the phenomena related to mutual fund investment as an alternative investment for beginner investors in Indonesia. It employs a post-positivism model of Systematic Literature Review (SLR), with data gathered from the Scopus website. A total of 36 documents from previous studies, published between 1975 and 2025, were analyzed. The findings reveal that mutual fund investment is a popular choice for inexperienced investors seeking to minimize risks commonly associated with direct investment in the capital market. Mutual funds offer several benefits, including professiona

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Venkataraman, R., and Thilak Venkatesan. "Evaluation of Growth of Mutual Funds and Exchange Traded Funds in India." SDMIMD Journal of Management 7, no. 1 (2016): 41. http://dx.doi.org/10.18311/sdmimd/2016/8413.

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Investors are always baffled about the risk-return characteristics of their investments. There is often the challenge of the alternative between active&amp;passive investments. In case of active mutual funds there are numerous categories of active funds each tracking a different benchmark. It often leads to confusion about how the performance can be compared between one fund to another. The growth of ETFs' has been phenomenal in the recent years due to various advantages of an exchange traded fund compared to the mutual fund as lower cost of management, lesser dependence on fund manager, e

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F. Kerr, Richard. "Director of SEC’s Division of Investment Management discusses alternative mutual funds." Journal of Investment Compliance 15, no. 4 (2014): 15–18. http://dx.doi.org/10.1108/joic-09-2014-0044.

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Purpose – To alert participants in the mutual fund industry to regulatory developments in the alternative mutual fund space as articulated by the SEC’s Director of the Division of Investment Management. Design/methodology/approach – Reviews the Director’s discussion of the SEC’s concerns related to Valuation, Liquidity, Leverage and Disclosure resulting from the proliferation of alternative mutual funds. Additionally, summarizes the Director’s comments regarding Board oversight of alternative mutual funds. Findings – While the Director’s speech does not establish any new law or regulation, it

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George, Nikhil Varghese. "Evaluating the Efficiency of Alternative Investment Vehicles in Modern Portfolio." International Journal for Research in Applied Science and Engineering Technology 12, no. 4 (2024): 1494–506. http://dx.doi.org/10.22214/ijraset.2024.60087.

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Abstract: The evolving global economic landscape has prompted investors to diversify their portfolios beyond traditional stocks and bonds, leading to the increasing prominence of alternative investments. This study examines the role and effectiveness of alternative investment options, such as private equity, hedge funds, real estate, and commodities, in modern investment portfolios. These non-traditional assets offer unique opportunities for risk management, diversification, and potential growth, making them appealing choices for investors seeking to enhance their portfolio's performance and s

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Domina Repiquet, Mariia. "The Alternative Investment Fund Managers Directive: Ten Years After." European Company Law 17, Issue 4 (2020): 108–14. http://dx.doi.org/10.54648/eucl2020017.

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The Alternative investment Fund Managers Directive 2011 is a first pan-European regulation of alternative investment fund industry. It establishes the set of duties for the managers that manage hedge funds and private equity funds. Adopted as a response to the 2007/8 financial crisis, its effectiveness can be questioned after almost ten years of evolving financial markets. This article thus will analyse whether the Alternative Investment Fund Managers Directive (AIFMD) still represents an effective regulatory tool from the three viewpoints: (1) prevention of future financial crises and protect

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Domanowski, Franciszek. "The share of foreign private equity funds in foreign direct investment in Poland between 2013 and 2022." Kwartalnik Nauk o Przedsiębiorstwie 75, no. 1 (2025): 123–37. https://doi.org/10.33119/knop.2025.75.1.8.

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This study investigates the share of foreign private equity funds’ investments within foreign direct investment in Poland over the period 2013–2022. The analysis focuses on assessing the trends, variability, and size of share of these investments in Poland’s foreign direct investment landscape. Utilizing data from the National Bank of Poland and Invest Europe, the study employs a ratio-based approach alongside statistical methods, including measures of central tendency, variability, and distributional characteristics. The findings reveal that net foreign private equity funds’ investments accou

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Jobanputra, Shilpa, and Shraddha Sharma Dr. "A COMPREHENSIVE ANALYSIS OF INVESTORS' VIEWS ON MUTUAL FUND INVESTMENTS IN AHMEDABAD." INTERNATIONAL EDUCATION AND RESEARCH JOURNAL - IERJ 10, no. 11 (2024): 61–65. https://doi.org/10.5281/zenodo.15607682.

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This study aims to explore and analyse the perceptions of investors towards mutual fund investments in the city. Mutual funds are becoming increasingly popular in India as an alternative investment vehicle, offering an attractive option for individuals seeking diversified portfolios with relatively moderate risk. This research seeks to examine how investors view mutual funds in terms of their safety, returns, and regulatory oversight by SEBI. Additionally, the study explores the association between demographic factors such as age, gender, income, education, and occupation, and their influence

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Talekar, P. R. "A Comparison Between Mutual Funds & Other Investment Options." International Journal of Advance and Applied Research 5, no. 13 (2024): 6–7. https://doi.org/10.5281/zenodo.11242221.

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This paper presents a comprehensive comparison between mutual funds and alternative investment options, aiming to provide investors with insights into the features, risks, and potential returns associated with each. Mutual funds have long been a popular choice for investors seeking diversification and professional management. However, alternative investment options such as stocks, bonds, real estate, and exchange-traded funds (ETFs) offer distinct advantages and considerations. Through a systematic examination of factors like risk, liquidity, cost, and potential returns, this paper seeks to as

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Jarašius, Gytis. "ALTERNATIVE INVESTMENT FUNDS: REGULATION, CHARACTERISTICS AND DEVELOPMENT IN LITHUANIA." Ekonomika 91, no. 1 (2012): 157–72. http://dx.doi.org/10.15388/ekon.2012.0.901.

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This article deals with the operations of alternative investment funds (AIF) and their legislation in Lithuania. Currently, the AIF registered in Lithuania face difficulties, since the majority of them are not able to attract investors and are forced to discontinue their operations. Nevertheless, the size of the AIF capital in Lithuania is consistently growing and contributes to the increasing share of capital among all investment funds. The legislation of AIF on the global scale before the financial and economic crisis in 2008 was rather weak; nevertheless,currently this trend is changing, a

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Wolski, Rafal, and Magdalena Załęczna. "Closed-End Real Estate Funds in Comparison with other Investment Opportunities in Poland." Real Estate Management and Valuation 25, no. 1 (2017): 19–31. http://dx.doi.org/10.1515/remav-2017-0002.

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Abstract The first closed-end real estate investment funds in Poland began to appear in 2004, along with the development of the capital market and the real estate market. The funds invested both in the housing market and in the commercial market. In general, they encouraged potential investors to purchase investment fund units by pointing to positive results obtained by similar funds in other countries, as well as the dynamic growth of prices in domestic real estate markets. However, the analysis of the performance of closed-end real estate funds in Poland shows that they have failed to earn s

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Hristovski, Goran, Gjorgji Gockov, and Gjunter Merdzan. "Bibliometric analysis of portfolio diversification focusing on alternative investments." Economic Annals 70, no. 245 (2025): 171–202. https://doi.org/10.2298/eka2545171h.

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Portfolio diversification, a key investment management strategy, traditionally involved stocks, bonds, and cash. However, the growing complexity of financial markets has led to increased interest in alternative investments such as hedge funds, private equity, real estate, commodities, and cryptocurrencies due to their low correlations with traditional assets. This study aims to explore the evolving role of alternative investments in portfolio diversification by conducting a bibliometric analysis of 405 articles from the Web of Science database. The analysis provides insights into the most freq

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Norton, Edgar. "Venture Capital as an Alternative Means to Allocate Capital: An Agency-Theoretic View." Entrepreneurship Theory and Practice 20, no. 2 (1996): 19–29. http://dx.doi.org/10.1177/104225879602000203.

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The venture capital process is one of many methods of capital allocation. In a capital allocation process, investors acquire funds; potential investments are Identified and reviewed; Investment terms are negotiated; the investment must be monitored and ultimately harvested. The capital allocation process is full of potential agency problems. The venture capital process In particular provides a rich setting for the analysis of agency cost issues. This paper reviews the capital allocation process that occurs in venture capital investments. Suggestions are made for future research to study the ro

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Shandilya, Somesh. "Alternative Investment Strategies in Emerging Markets: Opportunities and Challenges." International Scientific Journal of Engineering and Management 04, no. 06 (2025): 1–9. https://doi.org/10.55041/isjem04228.

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Abstract In recent years, alternative investment strategies have garnered significant attention among global investors seeking diversification beyond traditional asset classes such as equities and bonds. This trend has become particularly pronounced in emerging markets, where rapid economic growth, demographic shifts, and evolving financial infrastructures present both lucrative opportunities and complex challenges. This paper explores the evolving landscape of alternative investments in emerging economies, focusing on vehicles such as hedge funds, private equity, venture capital, real estate,

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Kurakova, Oksana. "Alternative financial models for attracting investments in municipal investment and construction projects." MATEC Web of Conferences 170 (2018): 01105. http://dx.doi.org/10.1051/matecconf/201817001105.

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Investment and construction projects, which require colossal costs, are especially affected in the conditions of scarcity of funds. City authorities also experience an acute shortage of finances for the implementation of municipal investment and construction projects. This article presents the mechanism of applying innovative tools for investments attraction in Russia to implement investment and construction projects. These tools include Internet marketing tools. The article presents an analysis of characteristics of each tool, their advantages and disadvantages in use. This article also inclu

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Figueroa, Alberto S. Ocaranza. "A Strategic Positioning of Chilean Alternative Securities Investment Using Factor Analysis." International Journal of Research and Innovation in Social Science VIII, no. XV (2024): 33–46. http://dx.doi.org/10.47772/ijriss.2024.815ec004.

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The research analyzed the investment strategies of Chilean investors, focusing on the factors influencing their choices between money market, mutual fund, bond investments, and equity market options. As a key emerging market in Latin America, understanding these strategies is essential—especially in light of recent economic fluctuations and inflation concerns. Utilizing XLStat for factor analysis, the study examined data spanning from 2013 to 2023, sourced from the World Bank, the Chilean Central Bank, and financial institutions such as the Santiago Stock Exchange (SSE). A team of experienced

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Audette, James, Walter Draney, Jonathan Koff, and Morrison Warren. "Interval and tender offer closed-end funds: investment company alternatives to traditional funds." Journal of Investment Compliance 20, no. 4 (2019): 21–34. http://dx.doi.org/10.1108/joic-08-2019-0048.

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Purpose To introduce the concepts of interval funds and tender offer funds and compare them to other pooled investment vehicles. Design/methodology/approach This article provides an overview of the interval fund and tender offer fund structures, including the law, regulations and market practices regarding redemptions, liquidity, fees and expenses and other key terms. Findings Interval funds and tender offer funds should be considered by alternative investment managers seeking to expand into public markets or traditional fund managers that seek additional portfolio flexibility. Originality/val

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Fedotova, Y., and М. Naumov. "MONEY TRANSFERS OF THE RESIDENTS AS AN ALTERNATIVE TO DIRECT FOREIGN INVESTMENT." Series: Economic scienceue/view/124 2, no. 155 (2020): 83–87. http://dx.doi.org/10.33042/2522-1809-2020-2-155-83-87.

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The article deals with the lack of financial resources in the domestic market and the prospects for the recovery of the national economy linked to external factors. The volume of foreign direct investment in Ukrainian economy in 2018 was 60 % of the pre-crisis level. To attract foreign investment, it is necessary to create a favorable investment climate and increase the competitiveness of the national economy. The success activities in attracting investments can be assessed using next ratings: raising the country by one point can lead to an increase in foreign direct investment by $ 250-500 mi

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Situngkir, Tiar Lina. "Sosialisasi Pengenalan Reksadana Sebagai Wadah Investasi Bagi Ibu Rumah Tangga." Abdimas Universal 1, no. 1 (2019): 58–62. http://dx.doi.org/10.36277/abdimasuniversal.v1i1.24.

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Community service activities suggestions for providing information on mutual fund investments that can be a place for housewives in middle-class communities in the Galuh Mas Arisan community in Karawang can be an alternative to allocating surplus funds available for more useful investments by storing them. in mutual funds and getting back or yields that increase income and financial well-being in the family. Delivered by presentations and explaining mutual fund definition, forms of mutual funds, types - mutual funds, and places to buy mutual funds. Incommunity serviceactivities carried out alm

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Nurahman, Aditya, and Erwin Widodo. "Optimization of The Portfolio of Financial Institution Pension Funds in Indonesia Using the Response Surface Methodology." GMPI Conference Series 3 (May 15, 2024): 57–67. https://doi.org/10.53889/gmpics.v3.421.

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Investments in pension funds consist of government bonds, deposits, bonds, shares, mutual funds, and other investments. Pension funds consist of the Employer Pension Fund (EPF) and the Financial Institution Pension Fund (FIPF). The problem with FIPF is that participants choose investments at the beginning of membership and changes to investment and retirement, so there is a need for research regarding investment placement in FIPF because the average percentage growth in FIPF investments and the average percentage increase in FIPF net worth throughout the 2015–2021 period are the highest. Maxim

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Vilantika, Elok. "Application of Analytical Hierarchy Process to Evaluate Ten Years of Mutual Fund Performance in Indonesia." Jurnal Manajerial 10, no. 01 (2023): 98. http://dx.doi.org/10.30587/jurnalmanajerial.v10i01.4890.

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Background – Mutual funds are one of the investment instruments whose popularity is increasing every year. Throughout August 2020 all types of mutual funds showed positive performance and equity funds became the mutual funds that had the highest performance among other types of mutual funds. Investors must be observant and careful in choosing which mutual funds are worth buying and have the best performance so that the risk of loss can be minimized. The decision-making process is not easy, so a decision-making tool called the Analytical Hierarchy Process (AHP) is needed.  Purpose – This

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Dwiprakasa, Bernadus, and Christiana Fara Dharmastuti. "KARAKTERISTIK REKSA DANA DAN KINERJA REKSA DANA SAHAM DI INDONESIA." Jurnal Manajemen 13, no. 1 (2016): 94–116. http://dx.doi.org/10.25170/jm.v13i1.810.

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A mutual fund is one of the interesting alternative modes of investment models for the investors that do not have much time, knowledge and expertise in calculating the risk and investment return. This study is aimed to understand the influence of the mutual fund’s characteristics: the expense ratio, fund size, turnover ratio, and the mutual fund’s age towards the mutual fund’s performance in Indonesia. This study has been conducted using the Fixed Effect Model with the White cross-section as the coefficient covariance method at 34 active equity mutual funds that existed in Indonesia during the

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Eleanor Xu, Xiaoqing. "Venture Capital and Buyout Funds as Alternative Equity Investment Classes." Journal of Investing 13, no. 4 (2004): 74–82. http://dx.doi.org/10.3905/joi.2004.450759.

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Baek, Kang, and Young-Seog Park. "Ship Finance as an Alternative Investment Asset for Pension Funds." Korea International Trade Research Institute 12, no. 2 (2016): 425–44. http://dx.doi.org/10.16980/jitc.12.2.201604.425.

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Yi, Junesuh. "Performance Analyses of Private Funds: From an Alternative Investment Perspective." Korean Journal of Financial Studies 46, no. 1 (2017): 187–216. http://dx.doi.org/10.26845/kjfs.2017.02.46.1.187.

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Amaral, Fatima, Pedro Reis, and Pedro Pinto. "Evaluating investment fund performance in Portugal." Business and Economic Horizons 15, no. 2 (2019): 187–204. https://doi.org/10.5281/zenodo.3969998.

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The investment fund market has not only attracted increasing interest from investors seeking alternative investments but has also become increasingly important among professionals and academics. Within this framework, this study seeks to contribute to the research developed through identifying the inducers of investment fund performance in Portugal. The sample consists of 78 funds, covering the timeframe from 2006 to 2016, incorporating stock funds, bond funds, mixed funds and treasury funds analysed in accordance with the panel data methodology. This work finds variables such as risk, rotatio

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Camilleri, Silvio John, and Ritienne Farrugia. "The Risk-Adjusted Performance of Alternative Investment Funds and UCITS: A Comparative Analysis." International Journal of Economics and Finance 10, no. 7 (2018): 23. http://dx.doi.org/10.5539/ijef.v10n7p23.

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This study evaluates the performance of a selection of Alternative Investment Funds (AIFs), and Undertakings for Collective Investment in Transferable Securities Funds (UCITS) which followed a global geographic focus strategy during the period 2010-2016. These two fund structures are governed by different regulatory frameworks, which have evolved and re-shaped over the years. Various yardsticks are employed to evaluate the risk-adjusted performance of the sampled funds, and Monte-Carlo simulations are used to gauge the possible out-of-sample returns. Most of the sampled funds underperformed th

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