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Dissertations / Theses on the topic 'Investment funds'

Author: Grafiati
Published: 4 June 2021
Last updated: 25 July 2025

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1

Madigele, Loago Thabang wa ga Mmamogapi Banking &amp Finance Australian School of Business UNSW. "Relative performance of alternative investment vehicles: hedge funds, funds of funds, and CTA funds." Awarded by:University of New South Wales. School of Banking and Finance, 2005. http://handle.unsw.edu.au/1959.4/32313.

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This thesis examines the degree to which alternative funds deviate from their style-benchmark and how this is related to past performance and fund size, and how it impacts future risk and returns. Additionally the thesis examines how security selection and market timing skills differ across varying degrees of deviation from the benchmark. The thesis uses data for hedge funds, funds of funds, and CTA funds from the Center for International Securities and Derivatives Markets and employs fund???s tracking error relative to their style-benchmark to estimate the level of drift. The style-benchmarks
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2

Schneller, Bruno. "Art Investment Funds Aktuelle Herausforderungen /." St. Gallen, 2008. http://www.biblio.unisg.ch/org/biblio/edoc.nsf/wwwDisplayIdentifier/01653914002/$FILE/01653914002.pdf.

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3

Moyen, Nathalie. "Financing investment with external funds." Thesis, National Library of Canada = Bibliothèque nationale du Canada, 1999. http://www.collectionscanada.ca/obj/s4/f2/dsk1/tape7/PQDD_0019/NQ46396.pdf.

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4

Plakys, Modestas. "Efficiency Of Investment Funds Markets." Doctoral thesis, Lithuanian Academic Libraries Network (LABT), 2011. http://vddb.laba.lt/obj/LT-eLABa-0001:E.02~2011~D_20111207_132224-78270.

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Rapid investment funds markets development reflects the dynamic environment in which the investment funds are operating – there are multiple and complex changes in the structure, changes in investment funds product range and increase in the services complexity, provided to carry investment funds operations and functions. Along with the investment funds markets development new types of risks and uncertainties appear. These developments clearly affect the future expansion of investment funds markets; it is valuable to find new ways of measuring the efficiency of investment funds markets for inve
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5

Hossain, Mahzabeen Natasha. "Hedge fund of funds investment process : a South African perspective." Master's thesis, University of Cape Town, 2014. http://hdl.handle.net/11427/8528.

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Includes bibliographical references.<br>The objective of this dissertation is to develop and test an investment process for hedge fund of funds (HFoFs) in South Africa. The dissertation proposes a three tiered process, adapted from the works of Lo (2008). Step one of the proccess involves the categorisation of hedge funds into broadly defined groups based on predefined factors. Two classification methodologies are examined herein to determine optimal category definitions. These are 1) an adaption of the classification developed by Schneeweis and Spurgin (2000), based on the correlation of
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6

Gallagher, David R. "Investment Manager Characteristics, Strategy and Fund Performance." Thesis, The University of Sydney, 2002. http://hdl.handle.net/2123/858.

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This dissertation presents five research essays evaluating the performance of managed funds in light of the investment strategy and manager characteristics exhibited by institutional investment companies. An analysis of investment performance with respect to a fund managers strategy provides important information in determining whether performance objectives have been achieved. There are a number of different types of investment strategies managed funds may adopt. However, the primary dichotomy is on the basis of whether the portfolio manager implements either an active or index
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7

Gallagher, David R. "Investment Manager Characteristics, Strategy and Fund Performance." University of Sydney. Business, 2002. http://hdl.handle.net/2123/858.

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This dissertation presents five research essays evaluating the performance of managed funds in light of the investment strategy and manager characteristics exhibited by institutional investment companies. An analysis of investment performance with respect to a fund managers strategy provides important information in determining whether performance objectives have been achieved. There are a number of different types of investment strategies managed funds may adopt. However, the primary dichotomy is on the basis of whether the portfolio manager implements either an active or index
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Pinto, Inês. "Essays on portuguese real estate investment funds." Doctoral thesis, Instituto Superior de Economia e Gestão, 2011. http://hdl.handle.net/10400.5/4258.

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Doutoramento em Gestão<br>Based on a sample of Portuguese real estate investment funds (REIFs), we aim with this thesis to have a better understanding about different issues related to financial reporting quality for this type of investment vehicle. In the first essay, we present an overview of the legal framework, environment and evolution of the Portuguese real estate investment fund market in the last decade. We provide information about the special features of this vehicle, as well as market performance, in order to justify why we believe that Portuguese REIFs constitute a unique set to st
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9

Lee, Hee Soo. "EVALUATION OF FINANCIAL RISK OF HEDGE FUNDS AND FUNDS-OF-HEDGE FUNDS." Thesis, The University of Sydney, 2010. http://hdl.handle.net/2123/7918.

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The primary objective of this thesis is to provide models capable of predicting financial distress in individual hedge funds (HFs) and funds-of-hedge funds (FOHFs). Two approaches were used to build these models. The first approach was based on a cross-sectional model while the second one was on a time-varying model. Using a survival analysis technique known as the Cox Proportional Hazards (CPH) model, the first study not only established a survival/hazard model to determine the factors which contributed most to the survival and failure probabilities, but also provided a forecast of survival p
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10

Harmes, Adam. "Mass investment, mutual funds, pension funds and the politics of economic restructuring." Thesis, National Library of Canada = Bibliothèque nationale du Canada, 2000. http://www.collectionscanada.ca/obj/s4/f2/dsk2/ftp02/NQ59139.pdf.

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11

Tilba, Anna. "Pension funds' investment practice and corporate engagement." Thesis, University of Liverpool, 2011. http://ethos.bl.uk/OrderDetails.do?uin=uk.bl.ethos.540025.

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12

Mill, Greig Andrew. "The performance of UK ethical investment funds." Thesis, De Montfort University, 2007. http://hdl.handle.net/2086/4113.

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13

Alosaimi, Abdulaziz. "The investment strategies of Sovereign Wealth Funds." Thesis, University of Manchester, 2015. https://www.research.manchester.ac.uk/portal/en/theses/the-investment-strategies-of-sovereign-wealth-funds(02080849-c6c0-4673-b775-f44e8d839dd6).html.

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Sovereign Wealth Funds (SWFs) have become key players in global financial markets, managing portfolios totalling some $7.06 trillion at the end of 2014. SWFs are state-owned investment funds, set up to fulfil a variety of objectives through investing in well diversified investment portfolios. SWFs' official statements suggest that they are primarily seeking optimum risk-adjusted return, but may also aim to achieve various national objectives. This research investigates the investment strategies of SWFs. Using a data set of public equity holdings for 30 SWFs from 2001 to 2012, we conduct a comp
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Leisher, Thomas Kai. "Exchange-Traded Funds: The Unknown Investment Opportunity." Wittenberg University Honors Theses / OhioLINK, 2019. http://rave.ohiolink.edu/etdc/view?acc_num=wuhonors1617280855446967.

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15

Zhao, Yuan Y. "Real estate mutual funds." Thesis, University of Aberdeen, 2015. http://digitool.abdn.ac.uk:80/webclient/DeliveryManager?pid=227652.

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16

Molelekoa, Sekgabo Reatile. "Large and small funds : institutional versus boutique fund effects on unit trust investment performance." Diss., University of Pretoria, 2012. http://hdl.handle.net/2263/22776.

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Individuals who rely on mutual funds to accumulate wealth need advice on how best to select them (Ciccotello&Grant, 1996). The purpose of the study is to gain insight whether fund size and boutique or institutional fund structure of unit trusts affects returns. It expands the body of knowledge on investment performance factors and equips investors with a tool to make informed decisions when contemplating various fund manager offerings.Data was collected from the database of the Association for Savings and Investment (ASISA) for South African general equity unit trust returns and fund size info
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17

Werner-Zankl, Simon, Linda Samuelsson, and Emma Jonsson. "Swedish hedge funds : An analysis of the Swedish hedge funds’ investment strategies and risks associated with hedge funds." Thesis, Jönköping University, JIBS, Business Administration, 2007. http://urn.kb.se/resolve?urn=urn:nbn:se:hj:diva-1042.

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<p>Background</p><p>Out of the different fund categories hedge funds have had the highest development in Sweden since 1994. Swedish investors’ interest in hedge funds doubled from 2005 to 2006. Hedge funds are said to be an investment with a low risk and not being dependent upon business cycle movements. Historically there have been high initial investments, most often over 100 000 SEK, required to invest in hedge funds. This has started to shift towards lower initial investments. This is a reason why hedge funds start to become interesting to private investors and not only to institutional, a
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18

Stark, Jeffrey R. "A Look at the Decision Making of Mutual Fund Families." OpenSIUC, 2014. https://opensiuc.lib.siu.edu/dissertations/851.

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I examine the motivations of mutual fund families when deciding what mutual funds to launch, when to launch them, and how they are going to be launched. I begin by analyzing the influence of investor preferences on the flow to open-end mutual funds by associating flow to a fund with the degree to which the fund has an in-favor or trendy name. Results show that funds which conform to market-wide trends generate significantly higher inflows compared to less trendy funds. In my third chapter I examine the decision to launch a fund and show that investment companies have motivation, in the abse
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19

Cardoso, Pedro Miguel Martins. "Exchange-traded funds as an alternative investment option : evidence from the portuguese fund industry." Master's thesis, Instituto Superior de Economia e Gestão, 2017. http://hdl.handle.net/10400.5/14324.

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Mestrado em Economia Monetária e Financeira<br>Uma análise comparativa da rentabilidade através de estatística descritiva, regressões e capacidade replicação do benchmark foi realizada para Exchange-traded Funds (ETFs), fundos de investimento de índices e de ações e o respetivo benchmark (PSI 20) para o período compreendido entre 2010 e 2015 para a indústria portuguesa de fundos de investimento. Para um horizonte temporal mais alargado (2010 - 2017), foi analisada a existência de diferenças (e a sua persistência) entre o preço do ETFs e o seu respetivo valor de unidade de participação (VUP). C
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20

Behrens, Jeffrey S. "Investment performance of life-science venture capital investment funds, persistence, and subsector analysis." Thesis, Massachusetts Institute of Technology, 2007. http://hdl.handle.net/1721.1/38334.

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Thesis (S.M.)--Harvard-MIT Division of Health Sciences and Technology; and, (M.B.A.)--Massachusetts Institute of Technology, Sloan School of Management, 2007.<br>Vita.<br>Includes bibliographical references (leaf 28).<br>Venture capital investment performance data and performance attribution are not typically published. Venture investors articulate (and sell to LPs) conflicting strategies; the popular business literature and culture is rife with rapidly changing beliefs about the relative attractiveness of healthcare venture subsectors, particularly therapeutics and devices. To examine these i
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Erikmats, John, and Johan Sjösten. "Sustainable Investment Strategies : A Quantitative Evaluation of Sustainable Investment Strategies For Index Funds." Thesis, Umeå universitet, Institutionen för matematik och matematisk statistik, 2019. http://urn.kb.se/resolve?urn=urn:nbn:se:umu:diva-160941.

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Modern society is faced with the complex and intractable challenge of global warming, along with other environmental issues that could potentially alter our way of life if not managed properly. Is it possible that financial markets and equity investors could have a huge part to play in the transformation towards a greener and more sustainable world? Previous studies about investment strategies regarding sustainability have for the most part been centered around possibly less objective ESG-scores or around carbon and GHG-emissions only, with little or no consideration for water usage and waste
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22

Adrianto, Fajri. "The role of fund families in socially responsible investment (SRI) funds : the spillover effect and cross-subsidization strategy." Thesis, Queensland University of Technology, 2016. https://eprints.qut.edu.au/101164/1/Fajri_Adrianto_Thesis.pdf.

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This thesis aims to fill the gap in the SRI fund literature by examining the role of fund families in the flow and investment strategy of individual SRI funds. It examines spillovers in cash flow resulting from the existence of superior (poor) performing SRI funds and investigates the existence of cross-subsidization between SRI family members. It provides evidence of positive spillover effect from having star SRI funds on the monthly cash flow of their SRI siblings. It also finds evidence of cross-subsidization where the performance of winning funds is more likely to be subsidized by their pe
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23

Gouveia, André Gonçalves Pinto de. "An alternative stock index for benchmarking portuguese investment funds." Master's thesis, Instituto Superior de Economia e Gestão, 2011. http://hdl.handle.net/10400.5/10136.

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Mestrado em Finanças<br>O índice PSI 20 é o padrão de referência por excelência da Euronext Lisboa. No entanto, os gestores de fundos portugueses que investem em ações nacionais podem não ter a possibilidade de replicar a carteira do PSI 20, devido às restrições ao investimento impostas pela regulação europeia para os mercados financeiros, nomeadamente as Diretivas UCITS. Este trabalho vai analisar até que ponto estas limitações podem ser impeditivas da performance dos fundos de investimento. É feita uma caracterização da legislação aplicável, bem como do segmento de fundos de investimento em
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24

Polo, Chiroque Roberto E. "The investment funds in Peru and the Income Tax." IUS ET VERITAS, 2017. http://repositorio.pucp.edu.pe/index/handle/123456789/122737.

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The investment funds provide an alternative investment mechanism to traditional ones such as banks deposits or the trading of securities, which allows us to obtain profitability as a result of the development of multipleactivities, including commercial ones.Its tax treatment, and particularly in the field of Income Tax, contains severalprovisions that are important to analyze and know in order to understand the tax consequences that generate both for their promoters, for those who administer them and for investors.Being transparent vehicles for tax purposes, the development of its activities a
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25

Borghilli, Cristina <1989&gt. "Mutual funds –Volatility managed portfolios by Morningstar Investment Management." Master's Degree Thesis, Università Ca' Foscari Venezia, 2014. http://hdl.handle.net/10579/4898.

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In this paper we analyze the asset management industry, concentrating on the market of mutual funds. We also provide a detailed description of the Modern Portfolio Theory and its development with the Capital Asset Pricing Model, with particular concentration on the trade-off relationship between the maximization of portfolio returns and the minimization of portfolio risk. The analysis is supported by the study of the portfolio management held by Morningstar Investment Management for a financial instrument created for the company Clerical Medical. Morningstar Investment Management manages three
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Tonini, Nicolo' <1990&gt. "Performance evaluation of investment funds with a DEA approach." Master's Degree Thesis, Università Ca' Foscari Venezia, 2018. http://hdl.handle.net/10579/12723.

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This work aims to describe how investment funds works and how to valuate their performances. First of all, there are illustrated, in general terms, several types of investment funds classified by purposes, accessibility and fund's management bias. Then, it will be described with which instruments it is possible to measure the performance of portfolios returns: the most known are the Sharpe, Jensen, Treynor and Information ratios, but we will explain in detail, all the ratios that can be used to perform this kind of valuation. Furthermore, I will approach the DEA (Data Envelopment Analysis), d
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27

Binmahfouz, Saeed Salem. "Investment characteristics of Islamic investment portfolios : evidence from Saudi mutual funds and global indices." Thesis, Durham University, 2012. http://etheses.dur.ac.uk/4440/.

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The study critically reviews the application of the Sharia investment screening process, from both Sharia and practical perspectives. In practice, there appears to be inconsistencies in the Sharia investment screening criteria among Islamic investment institutions, especially in terms of the tolerance level, as well as the changing of the Sharia rules. This certainly affects the confidence in the Sharia screening criteria standards, which might adversely affect the Islamic mutual funds industry. The non-income generating aspects, such as social and environmental concerns, are not incorporated
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28

Petersson, Frida. "Sustainable investments : Transparency regulation as a tool to influence investors to choose sustainable investment funds." Thesis, Linköpings universitet, Filosofiska fakulteten, 2019. http://urn.kb.se/resolve?urn=urn:nbn:se:liu:diva-156659.

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In March 2018 the European Commission published the Action Plan on Financing Sustainable Growth. One of the main objectives with the actions presented in the action plan is to reorient capital flows towards sustainable investments, i.e. to influence more investors to invest sustainably. The action plan was followed by three proposals for transparency regulation regarding an EU taxonomy on sustainability, sustainability benchmarks and sustainability disclosures. Furthermore, the action plan included actions regarding two other transparency measures – sustainability labels and sustainability rat
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29

Kyllarová, Barbara. "Investování drobných investorů do fondů kolektivního investování." Master's thesis, Vysoké učení technické v Brně. Fakulta podnikatelská, 2020. http://www.nusl.cz/ntk/nusl-414460.

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The diploma thesis deals with the investment of small investors in collective investment funds and the recommendation of a suitable investment fund for a given investor. The theoretical part is devoted to general investment concepts with a focus on collective investment funds and evaluation of their return, risk and liquidity. The practical part is devoted to the selection, analysis and comparison of funds. The design part contains investment recommendations of a specific fund meeting the investment requirements of a specific investor.
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30

Covachev, Svetoslav. "Essays on mutual funds." Thesis, Cergy-Pontoise, Ecole supérieure des sciences économiques et commerciales, 2019. http://www.theses.fr/2019ESEC0005.

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Dans l'Essai 1, nous démontrons clairement que la relation flux-performance est convexe, mais uniquement dans la gamme des fonds à performance moyenne à élevée. Nous montrons qu'elle est en fait concave dans la gamme des fonds à performance faible à moyenne. La principale conclusion de l'essai 3 est que la composition du portefeuille du fonds a un impact sur la sensibilité de la performance des flux (SPF) du fonds. Plus précisément, un gestionnaire de fonds commun de placement peut réduire la sensibilité au rendement des flux en augmentant la pondération totale du portefeuille d'actions dans l
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31

Noakes, Michael A. "Factor-based replication of hedge funds using a state space model." Master's thesis, University of Cape Town, 2016. http://hdl.handle.net/11427/21753.

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It has been suggested that the Kalman filter technique may be used to improve the quality of hedge fund replication, compared to existing replication techniques. This study uses the Kalman filter technique, along with three variations of the rolling-window regression technique, to create clones which attempt to replicate the returns of various categories of hedge fund indices. These clones are created over several scenarios and are used to compare the ability of the Kalman filter and rolling-window regression techniques. The clones are constructed using South African specific asset class and i
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32

Mejia, Diana Ivette. "Social benefit investment of public pension funds : identifying obstacles to the investment in affordable housing." Thesis, Massachusetts Institute of Technology, 1989. http://hdl.handle.net/1721.1/76019.

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33

McCready, Susan. "The taxation of investment returns arising in collective investment schemes as compared to hedge funds." Master's thesis, University of Cape Town, 2006. http://hdl.handle.net/11427/5903.

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Word processed copy.<br>Includes bibliographical references (leaves 113-114).<br>The thesis compares the taxation of the investment returns from a hedge fund to those derived from a collective investment scheme. Taxation within the investment entity and in the hands of the investor were considered, this yielding the overall effective tax rate on the return. The scope of the comparison was limited to the consideration of two types of investors only: a retirement fund and an individual.
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34

Siu, Chun Yu. "Fund commentary : exploring its structure and use of evaluative lexis by fund managers of good- and bad-performing funds." HKBU Institutional Repository, 2010. https://repository.hkbu.edu.hk/etd_ra/1218.

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35

Michell, Jo. "Credit and investment in China : a flow-of-funds analysis." Thesis, SOAS, University of London, 2012. http://eprints.soas.ac.uk/17372/.

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36

Eshraghi, Arman. "Professional investor psychology and investment performance : evidence from mutual funds." Thesis, University of Edinburgh, 2012. http://hdl.handle.net/1842/9705.

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In the seven decades following the Investment Company Act of 1940 coming into force in the United States, the mutual fund industry has undergone dramatic changes including, some argue, a transition from stewardship to salesmanship with asset-gathering becoming the industry’s driving force. As fund managers incrementally assumed a more pronounced role in the investment fund industry, an emerging strand of finance literature focused on their characteristics and their potential impact on investment performance. While a large body of academic research concurs that fund managers cannot outperform s
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37

Nogueira, Thiago Alves. "Analysis of performance management and investment funds multimarket in Brazil." Universidade Federal do CearÃ, 2012. http://www.teses.ufc.br/tde_busca/arquivo.php?codArquivo=9308.

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nÃo hÃ<br>This work analyzes the performance graph and quantitative metrics under different gain, volatility, skewness, kurtosis and dynamic performance of portfolios composed of 85 investment funds Hedge in Brazil, vis-Ã-vis the major market benchmarks and traditional options investments. In this context, this empirical study is aligned with Matos e Artur (2011) strategies to address dynamic composition during the period 2005 to 2010, annual basis, containing the 10 winners and 10 funds Loosers. In scenarios characterized by economic boom or recovery of financial markets, the adoption of acti
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Silva, Ana Balbina Gomes. "Mutual funds investment holdings in brazil: incentives, management and convergence." Universidade Federal do CearÃ, 2011. http://www.teses.ufc.br/tde_busca/arquivo.php?codArquivo=9545.

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nÃo hÃ<br>This article discusses the convergence patterns in time series of real accumulated return on a panel containing 68 stock mutual funds in Brazil, from January 1998 to June 2007, using the semiparametric methodology developed by Phillips and Sul (2007). In despite of the classical portfolio theory and the characteristics of this relevant market â high levels of regulation, transparency and informational efficiency and low transaction costs â, we can evidence a wide heterogeneous behavior, with four convergence clubs, which have transitional dynamics and very specific composition. A pri
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Padilha, Guilherme Castro. "Analysis of efficiency of funds management investment shares in brazil." Universidade Federal do CearÃ, 2012. http://www.teses.ufc.br/tde_busca/arquivo.php?codArquivo=10157.

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Conselho Nacional de Desenvolvimento CientÃfico e TecnolÃgico<br>This article analyzes the effect of decisions on resource allocation among items of operating expenses, administrative and otherwise, in the unilateral moments of the distribution of returns on Brazilian stock mutual funds. We follow methodologically Chambers, Chung and Fare (1996, 1998), using the Directional Distance Function (DDF) technique, which allows us to measure the behavior of the average value, and semicurtose semivariance of returns of funds, together with inputs associated with the internal allocation of resources. T
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40

Hariri, Mohammad M. "Sharia compliant investment funds in Saudi Arabia : a critical perspective." Thesis, University of Dundee, 2013. https://discovery.dundee.ac.uk/en/studentTheses/63492126-1c1c-4d9b-b377-5eb614991987.

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The main objective of this thesis is to understand the extent to which Sharia compliant investment funds focus on social justice in Saudi Arabia. Islamic investment funds are defined as "a joint pool wherein the investors contribute their surplus money for the purpose of its investment to earn permitted profits in strict conformity with the precepts of Islamic Shariah" (Siddiqi and Hrubi, 2008, p.16). Islamic law teaches that social justice should exist between people in the community. This thesis examines social justice using a theoretical framework based on critical theory, which is an umbre
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41

Halton, Laura. "A preliminary investigation into the performance of ethical investment funds." Master's thesis, University of Cape Town, 1996. http://hdl.handle.net/11427/9486.

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Bibliography: leaves 107-116.<br>A common argument against ethical investment is that it earns lower returns than conventional portfolios and is thus contrary to the fiduciary responsibility of fund trustees. The theoretical base for this assertion is that ethical investment reduces the investment universe. Little, if any, importance has been attached to the financial performance of socially responsible firms, and whether superior performance negates the reduction in investment possibilities. This study shows that ethical funds do not necessarily underperform, and in fact, in many cases have o
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42

Santos, Katy Navega dos. "Investment Funds in Luxembourg." Master's thesis, 2019. http://hdl.handle.net/10316/89616.

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Relatório de Estágio do Mestrado em Gestão apresentado à Faculdade de Economia<br>O presente relatório foi elaborado como parte integrante do Mestrado em Gestão da Faculdade de Economia da Universidade de Coimbra, no âmbito do estágio curricular desenvolvido na PricewaterhouseCoopers no Luxemburgo, desde o dia 1 de Fevereiro até ao dia 7 de Junho 2019. As tarefas executadas nesta multinacional permitiram-me o contacto direto com os Fundos de Investimento, pelo que, neste contexto, surgiu o interesse em aprender mais sobre a indústria dos fundos de investimento, especialmente no Luxemburgo. Um
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Zhao, Yi. "Does mutual fund investment style consistency affect the performance of mutual funds? : evidence from Chinese mutual funds." 2009. http://hdl.handle.net/10179/1433.

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While much of the previous research on mutual funds has concentrated on finding the relationship between the investment style, the past performance and the future performance of funds, very few of the studies have paid attention to the effect of a mutual fund manager’s execution of investment style on fund returns. Using return-based analysis methodologies for measuring the style consistency of Chinese mutual funds, this thesis demonstrates that the less style-consistent funds tend to produce higher future risk-adjusted returns than more consistent mutual funds, even after controlling for past
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Chiu, Jun-Ya, and 丘潤雅. "Investment and Internal Funds." Thesis, 2011. http://ndltd.ncl.edu.tw/handle/81572618134113689242.

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碩士<br>國立中正大學<br>財務金融研究所<br>99<br>This paper investigates the effect of financial conditions on the relationship between investment and internal funds (cash flow) for firms in Taiwan during the period 1989-2009. The results show that while the sensitivity of investment to cash flow is significantly positive in the healthy condition, the intensity decreases in the distressed and turnaround condition. After dividing the sample according to the events a firm experience, there is a declining pattern of sensitivity in distressed firms. Such decreases also appear in turnaround firms based on operatin
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Lin, Wei, and 林蔚. "Bond funds investment knowledge system." Thesis, 2015. http://ndltd.ncl.edu.tw/handle/03603812695371440798.

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碩士<br>淡江大學<br>資訊管理學系碩士班<br>103<br>Bond funds provide both high liquidity and stable revenue for investors. In recent years, higher growth in people invests on bond funds than they do for another type of investments. For instance, the number of Taiwanese’s investment on bond funds increased from 17,293 to 77,058, in year 2008 to 2013. The growth rate is 346.6% in five years. At the same time, the total amount that invested on bond funds, for both domestic and foreign ones, increased from 773,107 M to 1,466,061 M in year 2008 to 2013. Total growth rate reached to 89.63%. Although the number of p
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46

Chuang, Pei-Rong, and 莊佩蓉. "Sustainable and Responsible Investment Funds." Thesis, 2013. http://ndltd.ncl.edu.tw/handle/72391047957120208159.

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碩士<br>國立中央大學<br>財務金融學系在職專班<br>101<br>Changes in the social environment demonstrate the core values and importance of sustainable and responsible investment (SRI) and become a new philosophy. After the impact of global financial crisis in 2008, enterprises focusing on short-term profit and expansion risk fastidiously have been eliminated by the market, but the business creating the benefits of companies, shareholders, and communities can be sustainable management. The attitude of corporate social responsibility has paid much more attention. Investors begin to combine personal value judgments an
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Chen, Wei-Lung, and 陳惟龍. "Insurance Funds Investment and Corporate Governance." Thesis, 2006. http://ndltd.ncl.edu.tw/handle/42946580621215674287.

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碩士<br>國立臺灣大學<br>高階公共管理組<br>94<br>Insurance funds includes policyholders’ surplus and statutory reserves; so far there are no regulations for separated funds investment or independent accounting as such. Fundamentally, insurance policyholders have rights to the reserves and stockholders have rights to the policyholders’ surplus. Under the system of corporation law, only stockholders can be involved in the corporate management; and most of the operational goals have been emphasizing stockholders’ value. On the other hand, policyholders’ benefits tend to be overlooked, and even abused. Related is
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48

Chu, Ting-Yu, and 褚庭宇. "The Performance of Mutual Funds Investment Portfolio and Investment Strategy." Thesis, 2014. http://ndltd.ncl.edu.tw/handle/48051665080803411894.

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碩士<br>淡江大學<br>財務金融學系碩士在職專班<br>102<br>The thesis aims to investigate the Markowitz portfolio theory associate with the VIX fear index and apply to mutual fund portfolios, hoping to provide investors when investing in mutual funds as to when the VIX index and sharply pulled low reference standards. It also allows ordinary investors to avoid chasing the high and kill low investment strategy, and long-term vision to look at investing in mutual funds. This data contain year 2012 to 2014 which obtained from Morningstar Fund Awards Fund and be established more than ten years. According to the mean-v
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Jiang, Yu-Ping, and 江郁萍. "A study on Investment Performance of Fund : An Example of Global Funds." Thesis, 2014. http://ndltd.ncl.edu.tw/handle/4mcugt.

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碩士<br>樹德科技大學<br>金融系碩士班<br>102<br>In recent years, the focus of the Global Fund is the attention of investors, so its performance for investors concerned about the focus on performance. This study is for the current Global Funds issued by the country to do first and then analyze the performance of screening performance, as investors hoping to invest in Global Funds of reference. This study applies the rule of 4433 timing index, To investigate the performance of Global Fund performance arising in different Dollar-Cost Averaging and Lump Sum investment model, The sample period covers from January
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50

Chaudhry, Ashraf. "Quantitative performance evaluation of benchmarked active funds." Phd thesis, 2005. http://hdl.handle.net/1885/151357.

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