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Journal articles on the topic 'Passive Investments'

Author: Grafiati

Published: 29 June 2021

Last updated: 29 July 2025

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1

Graham, Roger C., and Craig E. Lefanowicz. "Evidence of the Relation between Accounting for Equity Investments and Equity Valuation." Journal of Accounting, Auditing & Finance 11, no. 4 (1996): 587–605. http://dx.doi.org/10.1177/0148558x9601100404.

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Income recognition events for equity investments reflect an investor's ability to influence the activities of an investee and therefore the timing of income realization to the investor. Investor firms with passive equity investments recognize investment income when investee dividends are declared, whereas investors with nonpassive equity investments recognize investment income as investee income is earned. To determine whether market participants associate investor income realization with the income recognition events, investor and investee security return correlations are examined around inve

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2

Joshi, Girish Balkrishna, and Ranjan Dash. "Analysis of Active Vs Passive Investment Behavior in Emerging Markets." Management 27, no. 1 (2023): 130–56. http://dx.doi.org/10.58691/man/170138.

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Responses from 480 Indian respondents, 240 each investing in Mutual Funds and Exchange Traded Funds were studied to assess individual investors behavioral biases with the help of factors of herding, market, prospect, overconfidence and availability bias by using one way MANOVA approach. Results indicate that the Mutual Fund (active investment) investors show significantly higher behavioral biases as compared to Exchange Traded Fund (passive investment) investors in emerging markets. Behavioral biases effect on investments has been extensively studied on individual products, but this article is

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Alexander, Carol, and Anca Dimitriu. "Equity indexing: Optimize your passive investments." Quantitative Finance 4, no. 3 (2004): C30—C33. http://dx.doi.org/10.1088/1469-7688/4/3/f01.

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Anand, Dr Raghu G., and Dr Mala K. M. "A Research on the Investment Patterns in Banking and Securities: A Study on Indian Investment Behavior." International Journal for Research in Applied Science and Engineering Technology 10, no. 10 (2022): 1144–54. http://dx.doi.org/10.22214/ijraset.2022.47118.

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Abstract: The Investment Industry is highly growing amidst the pandemic issues. Today with developing infrastructure we have numerous options in the investing industry. Investments are broadly classified into 2 types, namely the active and passive. The active investment requires investor to change their assets in the portfolio as per the trends of market and requires knowledge, time , patience. The passive doesn’t need you to be active and is termed as buy and hold strategy of the industry. This is for ones who cannot indulge completely. Active includes high investment and the passive includes

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5

Daniluk, Katarzyna. "Profitability and Risk of Selected Forms of Investment on the Polish Capital Market." Economic and Regional Studies / Studia Ekonomiczne i Regionalne 14, no. 2 (2021): 209–19. http://dx.doi.org/10.2478/ers-2021-0014.

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Abstract Subject and purpose of work: The subject of this study concerns profitability and risk of selected forms of investment on the Polish capital market. The aim of the study was to compare profitability and risk of active and passive investment portfolios. Materials and methods: The research material consisted of the rates of return on investments in the undervalued shares and growth shares included in the WIG-20 index and the results of the Lyxor WIG 20 UCITS ETF fund in 2014-2019. The study compares the rates of the return and standard deviations of returns of the portfolios managed act

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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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7

Pini, Gian Diego. "Passive Aggressive Investments: Minority Shareholdings and Competition Law." European Business Law Review 23, Issue 5 (2012): 575–725. http://dx.doi.org/10.54648/eulr2012032.

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Minority share acquisitions between competitors have been mistakenly considered of concern only in case they result in a change of control. First the economic theory, closely followed by courts and doctrine, explained and demonstrated that even the acquisition of non-controlling shareholdings may distort competition and requires a close scrutiny by competition authorities. This article analyzes the impact of minority shareholdings on the incentives of rival firms and ascertains whether the authorities are provided with adequate tools to investigate and address the potential anticompetitive eff

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8

Bankman, Joseph. "The Case against Passive Investments: A Critical Appraisal of the Passive Loss Restrictions." Stanford Law Review 42, no. 1 (1989): 15. http://dx.doi.org/10.2307/1228858.

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9

Dhika Maha Putri, Dwi Narullia, Putri Regina Prayoga, and Yongky Teguh Setiaji. "Edukasi Ragam Investasi Digital untuk Meningkatkan Peluang Passive Income UMKM Kota Malang." Jurnal Pengabdian dan Peningkatan Mutu Masyarakat (Janayu) 5, no. 1 (2024): 70–79. http://dx.doi.org/10.22219/janayu.v5i1.29940.

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Purpose – This activity aims to provide understanding to Micro, Small and Medium Enterprises (MSMEs) in managing their income and capital flows Design/methodology/approach – This service method is carried out by involving a combination of socialization and education programs that emphasize the importance of investing, providing practical guidance, and supervising digital investments made by MSME participants. Findings – After the service activities are carried out, it can increase knowledge and interest in digital investment among MSME players in the city of Malang so that MSME enthusiasm for

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10

Buser, Stephen A. "On the Optimal Mix of Active and Passive Investments." Journal of Portfolio Management 41, no. 4 (2015): 91–96. http://dx.doi.org/10.3905/jpm.2015.41.4.091.

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11

Pézier, Jacques, and Anthony White. "The Relative Merits of Alternative Investments in Passive Portfolios." Journal of Alternative Investments 10, no. 4 (2008): 37–49. http://dx.doi.org/10.3905/jai.2008.705531.

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12

Elton, Edwin J., Martin J. Gruber, and Andre de Souza. "Are Passive Funds Really Superior Investments? An Investor Perspective." Financial Analysts Journal 75, no. 3 (2019): 7–19. http://dx.doi.org/10.1080/0015198x.2019.1618097.

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13

Cheng, Si, Massimo Massa, and Hong Zhang. "The Unexpected Activeness of Passive Investors: A Worldwide Analysis of ETFs." Review of Asset Pricing Studies 9, no. 2 (2018): 296–355. http://dx.doi.org/10.1093/rapstu/ray011.

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Abstract The global ETF industry provides more complicated investment vehicles than low-cost index trackers. Instead, we find that the real investments of ETFs may deviate from their benchmarks to leverage informational advantages (which leads to a surprising stock-selection ability) and to help affiliated OEFs through cross-trading. These effects are more prevalent in ETFs domiciled in Europe. Moreover, ETF flows seem to respond to additional risk. These results have important normative implications for consumer protection and financial stability. Received March 18, 2017; Editorial decision O

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Širůček, Martin, Jan Vystoupil, and Petr Strejček. "Profitability of Sector Mutual Funds and ETFs During Market Development and Length of Investment Horizon." Financial Assets and Investing 9, no. 2 (2018): 42–60. http://dx.doi.org/10.5817/fai2018-2-3.

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This paper focuses on the profitability of investments into IT, finance, healthcare and consumer goods oriented active and passive mutual funds and ETFs and their profit/loss in different market situations (growing, stagnant and decreasing markets).The aim of the paper is to set recommendations for investors as regards which instrument (active or passive mutual fund or ETFs) brings higher return or lower loss over the time and market development and if investors can expect different results based on the sector orientation, which sector is more sensitive to bullish or bearish trends. Our result

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Roška, Vlasta, Sara Soldo, and Nika Anić. "Shifting Investment Portfolio to a New Approach of the Passive Investors." WSEAS TRANSACTIONS ON BUSINESS AND ECONOMICS 22 (April 11, 2025): 584–97. https://doi.org/10.37394/23207.2025.22.52.

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In an era of growing financial awareness, particularly among younger generations, passive investing has gained significant popularity. This paper examines the creation of investment portfolios tailored to different risk appetites—conservative, moderate, and aggressive. The study analyzes the risk-return profile over ten years using a sample that includes various asset classes such as gold, real estate, equity exchange-traded funds (ETFs), bond ETFs, and Bitcoin (BTC). The findings highlight the superior returns of cryptocurrency and equity-based aggressive portfolios, contrasting these with th

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Guillén, Montserrat, Søren Fiig Jarner, Jens Perch Nielsen, and Ana M. Pérez-Marín. "Risk-Adjusted Impact of Administrative Costs on the Distribution of Terminal Wealth for Long-Term Investment." Scientific World Journal 2014 (2014): 1–12. http://dx.doi.org/10.1155/2014/521074.

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The impact of administrative costs on the distribution of terminal wealth is approximated using a simple formula applicable to many investment situations. We show that the reduction in median returns attributable to administrative fees is usually at least twice the amount of the administrative costs charged for most investment funds, when considering a risk-adjustment correction over a reasonably long-term time horizon. The example we present covers a number of standard cases and can be applied to passive investments, mutual funds, and hedge funds. Our results show investors the potential loss

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Huang, Wei, and George J. Jiang. "Big Fish in a Small Pond: Institutional Trading of Penny Stocks." Quarterly Journal of Finance 10, no. 02 (2020): 2050005. http://dx.doi.org/10.1142/s2010139220500056.

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There has been a steady increase in institutional ownership of penny stocks over the past decades. Nevertheless, we show that penny stocks bought by institutional investors significantly underperform other penny stocks in subsequent four quarters. This poor performance is mainly driven by quasi-indexers, i.e., institutions with passive and widely diversified investment strategies. In comparison, dedicated institutions, i.e., those with low turnover but large average investments in portfolio firms and a commitment to “relationship investing”, have marginally significant ability in trading penny

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Matveenko, Vladimir, Alexei Korolev, and Maria Zhdanova. "Game equilibria and unification dynamics in networks with heterogeneous agents." International Journal of Engineering Business Management 9 (January 1, 2017): 184797901773167. http://dx.doi.org/10.1177/1847979017731670.

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We study game equilibria in a model of production and externalities in network with two types of agents who possess different productivities. Each agent may invest a part of her endowment (it may be, for instance, time or money) in the first of two time periods; consumption in the second period depends on her own investment and productivity as well as on the investments of her neighbors in the network. Three ways of agent’s behavior are possible: passive (no investment), active (a part of endowment is invested), and hyperactive (the whole endowment is invested). For star network with different

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19

Bissell, David. "Affective life of financial loss: Detaching from lost investments in the wake of the gig economy." Environment and Planning A: Economy and Space 54, no. 3 (2021): 477–92. http://dx.doi.org/10.1177/0308518x211052054.

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How people detach from financial relations is a critical but overlooked dimension of economic life. This paper offers a response by exploring how financial loss is reckoned with in the wake of disruptive digital technological change. It examines the experiences of people who have lost significant financial investments owing to the rise of gig economy rideshare platforms to evaluate how a loss of investment is reckoned with as both a financial and existential challenge. Through fieldwork with owners of taxi licences in Melbourne, Australia, the paper contributes to debates on affective investme

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Connett, Wendy. "Practical Applications of On the Optimal Mix of Active and Passive InvestmentsOn the Optimal Mix of Active and Passive Investments Stephen A. Buser." Practical Applications 3, no. 3 (2015): 1–3. http://dx.doi.org/10.3905/pa.2015.3.3.141.

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21

Kiran, Mathapathi. "Current scenario of ETFs in Indian Financial Market." International Journal of Advance and Applied Research 4, no. 29 (2023): 151–53. https://doi.org/10.5281/zenodo.8365434.

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 <strong>Abstract</strong> Exchange Traded Funds, or ETFs, are a simple and cost-effective approach to invest in equity indexes and certain commodities while eliminating human bias. This study attempts to identify the area where, while being a useful financial tool, ETFs are still not widely used by Indian investors. Over the years, India's ETF market share and growth have not been particularly noteworthy. This study aims to examine the insight of the ETF's evident benefits and the many strategies that may be used to popularize this unconventional instrument.

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22

Erdogdu, Celal, and Inese Spica. "Development of the Methodology for Residential Investment Management During the Covid-19 Pandemic." European Conference on Research Methodology for Business and Management Studies 22, no. 1 (2023): 50–59. http://dx.doi.org/10.34190/ecrm.22.1.1487.

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Investing in residential property is a good investment instrument for individuals. The benefit of investing in a residential property is the potential for long-term appreciation in value. Historically, property values have increased over time, providing a solid return on investment for those who hold onto their properties for a significant amount; property provides a source of passive income through rental income. Investing in property is an attractive investment opportunity in emerging markets. Turkey is considered an emerging market. Like many emerging markets, it faces several economic and

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23

Тимофеев, А. Ю., and Т. В. Кожинова. "The possibilities of brokerage applications in the context of evaluating the effectiveness of a securities portfolio with a passive investment strategy." Экономика и предпринимательство, no. 4(141) (July 11, 2022): 1048–51. http://dx.doi.org/10.34925/eip.2022.141.4.191.

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Стремление граждан к финансовому благосостоянию популяризировало тематику инвестиций и ценных бумаг на территории РФ, что дало кратное увеличение участников на фондовом рынке. В статье рассматривается проблема упрощения информационно-торговых систем, из-за ориентации брокерских компаний на большое количество недавно пришедших инвесторов, в рамках оценки эффективности портфельных инвестиций. Проведенное автором исследование на наличие показателей эффективности в инвестиционных приложениях было разделено на две части, из-за разнообразия стратегий поведения на рынке ценных бумаг. В данной статье

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24

Ezrachi, A. "EC Competition Law and the Regulation of Passive Investments Among Competitors." Oxford Journal of Legal Studies 26, no. 2 (2006): 327–49. http://dx.doi.org/10.1093/ojls/gql006.

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25

Zhou, Yulin. "Government Investment Behavior: Evidence from California Pooled Money." SHS Web of Conferences 169 (2023): 01075. http://dx.doi.org/10.1051/shsconf/202316901075.

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Local governments are playing an increasingly prominent role in the global investment area by holding large publicly-held pools of assets. The incentives for bureaucrats’ engagement in financial investment and their expertise are presumably distinctive from professional investors in the private markets. Therefore, it’s intriguing to study these government-held funds’ investment patterns and performance. To investigate these problems, this paper uses a hand-collected and novel data set that covers the transaction details of the California government pooled money investment account (PMIA) from 2

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26

Trippner, Paweł. "The effectiveness of capital management strategies used by the investment funds in Poland." Przedsiebiorczosc i Zarzadzanie 15, no. 2 (2014): 119–29. http://dx.doi.org/10.2478/eam-2014-0021.

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Abstract Collective investors play an extremely important role in the financial system of the state and in the economy. They operate in the financial market as institutions that enable households and businesses to convert savings into investments. Investment funds are the most conventional institutions which are dealing with financial intermediation. The main purpose of the submitted paper is to characterise the essence of investment funds operation in the role as financial intermediaries, to present the investment strategies and to characterise the methodology for measuring the effectiveness

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Lobe, Sebastian, and Gerhard Halbritter. "Finding value in sustainable and responsible investments." Corporate Ownership and Control 20, no. 4 (2023): 84–96. http://dx.doi.org/10.22495/cocv20i4art6.

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This paper assesses the characteristics and financial performance of a comprehensive set of passive sustainable and responsible investments (SRI) around the world. We contribute the novel finding that from a financial perspective, SRI portfolios pursue first and foremost a pure value strategy when using an undistorted value measure. This result holds irrespective of the index provider, the screening, and the weighting approach. It is also robust across international markets and to various asset pricing anomalies such as size, momentum, short-term reversal, betting-against-beta, and quality-min

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Ming-Hsiang, Chen. "A Timing Strategy for Investments in U.S. Hospitality Stocks." Journal of Hospitality & Tourism Research 36, no. 3 (2010): 283–311. http://dx.doi.org/10.1177/1096348010388654.

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Historical data for the period from January 2, 1973 to May 30, 2008 show that U.S. airline, hotel, restaurant, and travel and leisure sector indices underperformed the market portfolio (S&P 500) in terms of the Sharpe ratio. This result suggests that simply buying and holding hospitality sector stocks is a poor investment strategy. It is necessary for hospitality stock investors to find a method of improving their investments in U.S. hospitality sector stocks. This study offers a timing strategy for investing in U.S. hospitality sector stocks. Directional changes in the Fed discount rate s

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Romashko, Oleksandra M., Nataliia О. Krykhivska, and Andrii I. Sheshurak. "Evaluating the Scale of Operations of Commercial Banks of Ukraine with Securities." Business Inform 1, no. 564 (2025): 249–56. https://doi.org/10.32983/2222-4459-2025-1-249-256.

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The aim of the research is to evaluate the scale of operations of commercial banks with securities and to develop practical recommendations for their future development based on this evaluation. The article examines the scale and characteristics of operations of commercial banks in the Ukrainian securities market. The dynamics of active and passive operations of commercial banks with securities have been analyzed, indicating a significant increase in the volume of active operations with securities, as their volumes have more than tripled. Passive operations of banks demonstrated a tendency to

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30

Connett, Wendy. "Practical Applications of On the Optimal Mix of Active and Passive Investments." Practical Applications 3, no. 3 (2016): 1.7–3. http://dx.doi.org/10.3905/pa.2016.3.3.141.

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Hua Fan, John, and Osei K. Wiafe. "The role of commodities investments in the decumulation phase of retirement." Investment Management and Financial Innovations 13, no. 3 (2016): 322–27. http://dx.doi.org/10.21511/imfi.13(3-2).2016.04.

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This paper examines the role of commodity-related investments in the decumulation phase of retirement. Benchmarked against a balanced portfolio, the findings suggest that including commodities in a traditional portfolio improves the retirement outcomes at the lowest percentiles of wealth distribution. Furthermore, we demonstrate that downside protection is more pronounced by reducing allocation to equities (rather than bonds) to invest in alternatives. An equally weighted combination of passive and active commodity-related investments provides superior downside protection compared to a traditi

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Larkin, Patrick J. "To Iterate Or Not To Iterate? Using The WACC In Equity Valuation." Journal of Business & Economics Research (JBER) 9, no. 11 (2011): 29. http://dx.doi.org/10.19030/jber.v9i11.6497.

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The textbook discounted cash flow (DCF) valuation method involves estimating a target debt ratio for the firm, discounting firm cash flows at the WACC to estimate firm value, then subtracting the current value of debt to get equity value. This method gives the correct equity value in situations in which the firm will move toward the target debt ratio after the transaction is complete, such as takeovers and capital budgeting projects. The textbook method does not work well for estimating equity value in passive investments in which leverage is unlikely to change as a result of the potential tra

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Soni, Hari Prasad, Chitta Shyamsuder, and KDV Prasad. "Risk return profile of commodity derivatives: an investors perception." Revista de Gestão e Secretariado (Management and Administrative Professional Review) 14, no. 7 (2023): 12004–16. http://dx.doi.org/10.7769/gesec.v14i7.2389.

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This article provides an overview of the literature on the commodity market, with a particular focus on the risk of commodity investment. The sources of return in the commodity market are examined, as well as the impact of various macroeconomic factors such as interest rates and inflation on the return. The commodity market is an increasingly popular investment opportunity for investors looking to diversify their portfolio. However, investing in commodities is not without risk. The volatility of commodity prices can lead to significant losses for investors, especially those who are not familia

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Berezinets, Irina, and Yulia Ilina. "Investor activism strategies of private equity firms: evidence from continental Europe." Studies in Economics and Finance 39, no. 2 (2021): 193–218. http://dx.doi.org/10.1108/sef-06-2019-0225.

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Purpose This paper aims to deal with the issue of shareholder activism of private equity investors in public companies. The study identifies characteristics of target firms and investors related to the likelihood of private equity activism. The research also examines whether shareholder activism strategy of private equity investors is associated with the better performance in future and value creation of target firms. Design/methodology/approach The paper applies econometric modeling to hand-collected data on private equity investments in listed companies, in the form of private investment in

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Świadek, Arkadiusz, and Magdalena Wojciech. "Analysis of Tendencies of Companies from the Leading Regions of Poland to Invest in New Fixed Assets Using the Logit Model Taking into Account the Interactions of Categorical Variables." Przegląd Statystyczny 62, no. 1 (2015): 117–38. http://dx.doi.org/10.5604/01.3001.0014.1729.

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In developing countries, the main mechanism for acquisition of new technologies, is the purchase of ready-made solutions in the form of investments in machines and technical devices, computer software or investment in new buildings connected with the initiation of the production of innovation products. This is a passive transfer of technologies, in which the company acquires the technology from external sources and does not lead own research and developmental works. The model of logistic regression presented in the article allowed the as sessment of the tendency of the sectors of companies for

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Черемных, О. А. "Diversification of assets in the investor portfolio." Экономика и предпринимательство, no. 10(123) (November 15, 2020): 1443–46. http://dx.doi.org/10.34925/eip.2020.123.10.289.

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В статье представлено исследование различных типов активов с целью их диверсификации в рамках портфеля инвестора. Рассмотрены акции, реальные активы и инвестиции с фиксированным доходом как классы инвестиционных инструментов. Тестирование сформированной стратегии проведено на платформе Quantopian. Полученная модель оценена с использованием нескольких показателей эффективности. Результаты исследования могут быть использованы, при составлении личного пассивного портфеля инвестора. The article presents a research of different types of assets with a view to diversify them within the investor's por

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Nešović, Aleksandar, and Dragan Cvetković. "Traditional Serbian country cottage equipped with the passive Trombe wall." Poljoprivredna tehnika 49, no. 3 (2024): 43–51. http://dx.doi.org/10.5937/poljteh2403043n.

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This paper investigates the passive use of solar energy in a traditional Serbian country cottage (<100m2) in the vicinity of the city of Kragujevac - the implementation of the passive Trombe wall. Through a seven-month (from October 1 to April 30) comparison with a classic cottage (without the passive Trombe wall), the benefits of mentioned solar systems are determined. Both country cottages (created in the Google SketchUp program), and in the EnergyPlus program, are equipped with central heating systems with coal boilers (heat energy generators). The results showed that the consumption of

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Pushkar Dilip Parulekar. "Systematic Investment Plan vs. Lumpsum Investment: A Comparative study across Time and Indexes." Communications on Applied Nonlinear Analysis 32, no. 8s (2025): 362–82. https://doi.org/10.52783/cana.v32.3681.

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Introduction: SIP is based on the logic of rupee cost averaging wherein regular periodic investments are made (generally monthly) as LI which means one time investment There is always a debate between active and passive investing. Even though some active investors might outperform passive investors, there will be balancing underperformers as well. Considering transaction cost and risk adjusted returns passive investors tend to outperform the active investors over the longer time horizon. Objectives: This paper compares success of two popular methods of passive investing that could be used by r

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Zhu, Yizi. "ESG Investing in China Stock Market: An Empirical Study Based on Three-factor Model." Advances in Economics, Management and Political Sciences 91, no. 1 (2024): 201–10. http://dx.doi.org/10.54254/2754-1169/91/20240989.

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Given the escalating prominence and swift advancement of ESG investments on a global scale, the feasibility of attaining a specified return while accounting for social responsibility has emerged as a pivotal concern garnering investors' scrutiny. As one of the earliest applied investment strategies, the negative screening strategy has been proven effective worldwide. This study utilizes a sample of 2414 stocks with ESG ratings for five consecutive years (2018-2021) from the Wind database and employs the Fama-French three-factor model to measure the impact of score-based filters on passive inve

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Wilkins, Kim. "‘A crowd at your back’: fantasy fandom and small press." Media International Australia 170, no. 1 (2017): 115–25. http://dx.doi.org/10.1177/1329878x17743524.

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This article presents a study of a model of textual production that situates genre fiction, specifically fantasy fiction, within its community and industry contexts. I argue that Australian fantasy ‘fandom’ operates in some ways like a research and development space for the literature it consumes, through allowing, enabling and enthusiastically supporting – both ethically and materially – a thriving small press culture. Fandom is known for its passionate investments in texts, and those investments are rarely passive. The fantasy genre community is already oriented towards prosumption, and smal

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Alimuddin, Almand Fuad, and Riko Hendrawan. "Optimal Stock Portfolio Establishment with Active and Passive Strategy Using Price to Book Value and Price Earning to Growth Ratio Approach in IDX30 Index 2013-2018 Period." Devotion : Journal of Research and Community Service 4, no. 9 (2023): 1770–85. http://dx.doi.org/10.59188/devotion.v4i9.559.

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The volatility phenomenon of stock returns shows the return and risk faced by investors in investment activities. One method that can be used by investors to get maximum profit while compressing the risk into the minimum level is by diversifying its investments through portfolios. This study aims to determine the simulation results of optimal stock portfolio establishment with active and passive strategy using Price to Book Value and Price Earning to Growth ratio approach and the results of the Sharpe, Treynor, and Jensen performance evaluations on the established portfolio. This research appe

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Zaremba, Adam. "Portfolio Diversification with Commodities in Times of Financialization." International Journal of Finance & Banking Studies (2147-4486) 4, no. 1 (2015): 18–36. http://dx.doi.org/10.20525/ijfbs.v4i1.202.

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The study concentrates on the benefits of passive commodity investments in the context of the phenomenon of financialization. The research investigates the implications of increase in the correlation coefficients between equity and commodity investments for investors in financial markets. The paper is composed of several parts. First, the attributes of commodity investments and their benefits in the portfolio optimization are explored. Second, the phenomenon of the financialization is described and the research hypothesis is developed. Next, an empirical analysis is performed. I simulate the m

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Zaremba, Adam. "Strategic Asset Allocation in the Times of Financialized Commodity Markets." Journal of International Business Research and Marketing 6, no. 4 (2021): 19–28. http://dx.doi.org/10.18775/jibrm.1849-8558.2015.64.3003.

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The paper concentrates on the benefits of passive commodity investments in the context of the phenomenon of financialization. I investigate the implications of increase in the correlation between equity and commodity investments for commodity investors. The paper is composed of several parts. First, I describe the attributes of commodity investments and their benefits in the portfolio optimization. Second, I define the phenomenon of the finanzialization and develop my research hypothesis. Third, the section includes a description of data sources, research methods employed. Next, I present the

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Mashchenko, Maryna, Olena Klimenko, Iryna Lisna, and Oleksandr Ponomarenko. "The role of investment and innovation policy in the conditions of forming the circular economy." Ukrainian Journal of Applied Economics and Technology 7, no. 3 (2022): 54–60. http://dx.doi.org/10.36887/2415-8453-2022-3-7.

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In conditions of limited resources and unlimited needs of mankind, the formation of a circular economy, which is aimed at energy saving and economically clean production and consumption, is relevant. Unlike the generally accepted, traditional linear economy, a circular economy is a tool for saving resources and materials and, as a result, is a path to sustainable economic growth. The latter is one of the main tasks both nationally and internationally. The purpose of the study is the development of theoretical and methodological support for the formation of a circular economy, taking into accou

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Researcher. "The Role of Artificial Intelligence in Wealth Advisory: Enhancing Personalized Investment Strategies Through DataDriven Decision Making." International Journal of Finance (IJFIN) 36, no. 6 (2023): 26–46. https://doi.org/10.5281/zenodo.14833223.

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<em>This essay concentrates on the role of artificial intelligence (AI) in wealth advisory. In particular, the advent of AI technologies has provided opportunities for customizing investment strategies by taking a data-driven approach. The positive implications of AI trading applications in terms of portfolio performance are very attractive to asset and wealth managers. Under these premises, this paper explores the potential contribution of AI trading models to contemporary investment practices and discusses the relevant managerial implications. Financial decisions are being increasingly influ

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Chaudhuri, Shomesh E., and Andrew W. Lo. "Dynamic Alpha: A Spectral Decomposition of Investment Performance Across Time Horizons." Management Science 65, no. 9 (2019): 4440–50. http://dx.doi.org/10.1287/mnsc.2018.3102.

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The value added by an active investor is traditionally measured using alpha, tracking error, and the information ratio. However, these measures do not characterize the dynamic component of investor activity, nor do they consider the time horizons over which weights are changed. In this paper, we propose a technique to measure the value of active investment that captures both the static and dynamic contributions of an investment process. This dynamic alpha is based on the decomposition of a portfolio’s expected return into its frequency components using spectral analysis. The result is a static

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Gutierrez, Gino, and Enrico De Angelis. "Fighting energy poverty in a typical Peruvian rural house." Journal of Physics: Conference Series 2042, no. 1 (2021): 012158. http://dx.doi.org/10.1088/1742-6596/2042/1/012158.

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Abstract This study evaluates a typical, informal construction in the Peruvian highlands of Cuzco, a site at an Equatorial latitude (13,5° S), approximately, 3.400 mamsl, with a subtropical highland climate (Köppen Cwb). Its aim is to compare low-cost passive retrofit strategies, applicable in cities and rural areas with similar climate, and validate a best choice. To carry out this study a dynamic energy simulation was performed, using the typical meteorological year (IWEC) provided by ASHRAE. The model was used to understand the effects of simple changes in the envelope configuration and the

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Salim, Dwi Fitrizal, Indah Amallia Rizki, and Nora Amelda Rizal. "Performance Evaluation of State-Owned Company Stocks in Indonesia." International Journal of Finance & Banking Studies (2147-4486) 12, no. 4 (2024): 14–26. http://dx.doi.org/10.20525/ijfbs.v12i4.3157.

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This study delves into the performance of Indonesian state-owned enterprises (BUMN) stocks from February 2021 to October 2023, attracting investor attention due to their strategic position in the national economy. However, the stock performance during this period exhibited suboptimal movements, failing to surpass the returns of the Indonesia Stock Exchange Composite Index (IHSG). To address this, a prudent investment strategy is essential, encompassing portfolio construction and management. In portfolio construction, the study employs proven smart beta strategies, known for delivering superior

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Black, Keith H. "Factor Modeling and Benchmarking of Hedge Funds: Can Passive Investments in Hedge Fund Strategies Deliver?" CFA Digest 36, no. 3 (2006): 6–8. http://dx.doi.org/10.2469/dig.v36.n3.4209.

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Żak, Katarzyna. "Global trends in brownfield investments implemented by international firms." Zarządzanie Finansami i Rachunkowość 2, no. 4 (2014): 81–91. http://dx.doi.org/10.22630/zfir.2014.2.4.33.

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This paper presents content related to international expansion, which is valid and important both from the point of view of the enterprise, as well as national and global economy. One of the forms of activity in foreign markets are international mergers and acquisitions. Transactions of this type of host on the world markets for a long time, and its characteristic is that their intensity is once more, and less in another time. The phenomenon of cycling between low and then increased activity brownfield investments are called waves of mergers and acquisitions. Each successive wave differs from

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