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Dissertations / Theses on the topic 'Research of investment funds'

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Published: 3 June 2025

Last updated: 31 July 2025

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1

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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2

Gamito, Ana Rita Ferreira. "Understanding appraiser independence : a multi-method research." Master's thesis, Instituto Superior de Economia e Gestão, 2012. http://hdl.handle.net/10400.5/11001.

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Mestrado em Contabilidade, Fiscalidade e Finanças Empresariais<br>Este estudo foca-se na relação entre gestores e avaliadores no sector nacional, de fundos de investimento imobiliário, com o objetivo de desenvolver um quadro teórico de como a independência dos avaliadores é percebida por ambos os agentes. Sobre a metodologia, o estudo combina uma pesquisa qualitativa através de entrevistas com especialistas para entender quais são os principais conceitos relacionados com a independência do avaliador e uma pesquisa quantitativa com base num questionário distribuído individualmente a vários gest

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3

Sinha, Partha Sarati. "Morningstar ratings and performance of mutual funds." Thesis, Lethbridge, Alta. : University of Lethbridge, Faculty of Management, 2013. http://hdl.handle.net/10133/3458.

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In this study, we examine the predictive power of Morningstar’s new ratings for mutual funds’ future performance and compare its predictive power with four competing predictors. We also examine Morningstar’s new ratings’ predictive power in bull and bear periods. Furthermore, we compare the predictive power of the new and old star-ratings. We perform all these tests for both U.S. and Canadian equity funds. We use a regression model and non-parametric tests in this study. The results suggest Morningstar’s new ratings accurately rank funds and predict out-of-sample performance of only five-star

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4

Cummine, Angela. "A citizen's stake in Sovereign Wealth Funds : the management, investment and distribution of sovereign wealth." Thesis, University of Oxford, 2013. https://ora.ox.ac.uk/objects/uuid:5c3b8fa7-768e-445f-b4f1-54297dca9582.

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Over the past five years, Sovereign Wealth Funds (SWFs) have become a prominent phenomenon in contemporary capitalism. Described as government investment vehicles that invest state wealth in financial markets, the majority of the world's 60-plus funds have been established since the year 2000. Despite extensive treatments of SWFs' geopolitical and international significance, ethical and domestic level analyses are sparse. In response, this thesis interrogates three key normative questions raised by the funds for the domestic citizen-state relationship: (1) How (and by whom) should sovereign fu

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5

Weintraub, Abraham Bragança de Vasconcellos. "The performance of open-end Brazilian fixed income mutual funds for retail clients." reponame:Repositório Institucional do FGV, 2013. http://hdl.handle.net/10438/11275.

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Submitted by Abraham Weintraub (abrahambvw@gmail.com) on 2013-11-06T19:22:30Z No. of bitstreams: 1 AbrahamWeintraub_dissertação_MPA.pdf: 887510 bytes, checksum: 3bf28f60e8c4bf117132d0e01e958f40 (MD5)<br>Approved for entry into archive by Vera Lúcia Mourão (vera.mourao@fgv.br) on 2013-11-06T19:31:25Z (GMT) No. of bitstreams: 1 AbrahamWeintraub_dissertação_MPA.pdf: 887510 bytes, checksum: 3bf28f60e8c4bf117132d0e01e958f40 (MD5)<br>Made available in DSpace on 2013-11-06T20:01:43Z (GMT). No. of bitstreams: 1 AbrahamWeintraub_dissertação_MPA.pdf: 887510 bytes, checksum: 3bf28f60e8c4bf117132d0e01

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Paty, Melanie C. "Promoting Bold Investment in Renewable Energy Research and Development." Scholarship @ Claremont, 2015. http://scholarship.claremont.edu/cmc_theses/1208.

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This thesis discusses the potential for private investment to fund ambitious renewable energy research and development to help mitigate climate change. I begin by discussing the threat of global warming and a brief history of renewable energy development in the United States. Next, I discuss existing avenues for private investment in renewable energy, potential methods of increasing corporate participation, and the belief that businesses must maximize only financial profits. Then I perform an in-depth case study of pension funds that have incorporated a social or environmental mission, existin

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7

Farrell, Michael. "ESSAYS ON INVESTMENTS." UKnowledge, 2019. https://uknowledge.uky.edu/finance_etds/11.

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The first chapter studies mutual funds. I model intraquarter trading and use a genetic algorithm to estimate the trade pattern that is most consistent with the fund's daily reported returns. I validate the model empirically on a sample of institutional trades from Ancerno and I confirm that the method more accurately predicts daily holdings when compared to existing naive assumptions. Further, my method is substantially more accurate in classifying a fund's tendency to supply liquidity, and this increased precision has important implications for identifying superior performing funds. Specifica

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8

Ngomba, Peter Njoh. "The developmental impact of public investment in education, science and technology in Cameroon, 1960-1980 /." Thesis, McGill University, 1987. http://digitool.Library.McGill.CA:80/R/?func=dbin-jump-full&object_id=75784.

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Linking education, science and technology with national development is a subject of increasing concern in many developing countries. In this dissertation, we have studied empirically the contribution, or lack of it, which public investment in education, science and technology has made to the attainment of development objectives in Cameroon since 1960. Using a small computable macroeconometric model of Cameroon incorporating some major relevant quantitative aspects of the knowledge sector, we have investigated the effects on that sector and on the overall economic system of increased education-

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9

Grillo, Francesco. "Public investments in R&D as a tool for regional economic development : under which circumstances do the European Union's Structural Funds investments on research achieve their objective to contribute to economic convergence of regions?" Thesis, London School of Economics and Political Science (University of London), 2011. http://etheses.lse.ac.uk/611/.

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In the last decade the endogenous growth theory has been said to have found into the difference of endowment of knowledge that different regions possess both an explanation of semi permanent differences in prosperity levels and, consequently, a recipe for eliminating the gaps. The theory had significant policy consequences and the impact was particularly large on the European Commission when it was decided to drastically increase the share of structural funds – the money meant to produce economic convergence of regions – into R&D. However, statistical data show a weak correlation between R&D e

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10

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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11

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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12

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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13

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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14

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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15

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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16

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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17

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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18

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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19

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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20

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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21

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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22

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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23

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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24

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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25

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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26

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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27

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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28

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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29

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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30

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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31

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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32

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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33

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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34

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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35

Wu, Lung Kung, and 吳榮堃. "The Research of Pension Funds Investment and Pension Benefit." Thesis, 1996. http://ndltd.ncl.edu.tw/handle/96505575567590574056.

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Chen, Li-Jung, and 陳麗蓉. "The empirical research of investment stlye, performance and fund flow of equity mutual funds in Taiwan." Thesis, 2006. http://ndltd.ncl.edu.tw/handle/39546327116487175913.

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碩士<br>東吳大學<br>會計學系<br>94<br>Equity funds have been the major investment instruments for Taiwanese. The fund research institutions, including Lipper and Morningstar, have classified the equity funds into different styles, such as value/growth funds or large/small cap funds, for the reference of the investors. Frank Russell Company and S&P have also offered different styles of indexes to act as the benchmark of funds, but we don’t have these kinds of classification in Taiwan. This research paper adopts capitalization, P/E and P/B as the factors to classify the stocks and uses the index construct

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Kuo, Chan-Ting, and 郭展廷. "Applying Data Mining Technology to Enhance Investment Performance of Mutual Funds Research-Based on Taiwan Equity Funds." Thesis, 2010. http://ndltd.ncl.edu.tw/handle/30472800577450954442.

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碩士<br>國立臺北教育大學<br>資訊科學系碩士班<br>98<br>Mutual fund is one of the popular investment tools in domestic financial market. Recently, many investors had suffered a great loss after financial tsunami. Many investors reduced their asset to invest mutual funds. However, with the help from the government policy, the global financial market has recovered in 2009. Mutual fund investment became a popular investment channel again. The main point of this thesis is to explore the performance of mutual funds in 2009 and to analyze the factors that affect the performance of mutual funds. This thesis helps us to

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Lu, Wen-Sung, and 盧文松. "The effects on investment performance by found manager’s personality trait, Investment trust company’s CEO and research team on shore mutual funds." Thesis, 2012. http://ndltd.ncl.edu.tw/handle/72396440096234654093.

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Hwu, Sheng-Yuan, and 胡勝源. "The Research of Portfolio Rick and Performance Evaluation on Global Mutual Funds and Investment Linked Insurance Products." Thesis, 2009. http://ndltd.ncl.edu.tw/handle/35296717470191561609.

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碩士<br>大葉大學<br>國際企業管理學系碩士在職專班<br>97<br>Today's domestic mutual funds in the global investment policy group and compare their investment risk and performance research less，A general lack of investment performance and risks of exploring, this research to the global mutual funds and investment- type insurance policy link fund group as the research object, And normal distribution, the variance - covariance method standard deviation method, and consider the fund returns variance changes over time GARCH (1,1) model, to individual funds calculating VaR (Value at Risk).And adopt the Basel Committee on

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SU, Tancheng, and 蘇丹成. "Competitive Conducts of Strategic Groups of Securities Investment Trust Industry in Taiwan- A Research on Onshore Funds." Thesis, 2009. http://ndltd.ncl.edu.tw/handle/54957739241647852131.

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碩士<br>中原大學<br>企業管理研究所<br>97<br>The government of Republic of China planned to deregulate SITEs (Securities Investment Trust Enterprises) industry since 1983 to stabilize as well as to internationalize Taiwan financial market. The development over the last 25 years of this financial market has expanded from 4 firms in the beginning to nearly 40 firms at present time. Because of the regulatory restrictions, firms in this industry provide similar products and services, along with the situation of limited and overlapping market, firms are facing severe competition in nowadays. Therefore the utiliz

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HUA, LEE MEI, and 李美華. "The Research of MSCI Barra’s performance attribution system–use Jih Sun Investment Trust’s six equity funds as an example." Thesis, 2006. http://ndltd.ncl.edu.tw/handle/22743887733470750965.

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碩士<br>中國文化大學<br>國際企業管理研究所<br>94<br>There are many ways to evaluate fund performance, but most of them are limited to sin-gle, two, or three factor models. They fail to provide thorough analysis of fund managers in different perspectives. Our research is based on Aegis, MSCI Barra’s performance attribu-tion system. We use Jih Sun Investment Trust’s （JSIT）six domestic equity funds as an example and explain how this decision support system helps fund managers improve their performance as well as fund’s selling point. With the calculation of t statistics, fund managers thus can be identified if

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YANG, WEN-HUI, and 楊雯惠. "The Research of The Securities Investment Trust Firms’ Marketing Strategies after the Implementation of The 「Regulations Governing offshore funds」." Thesis, 2007. http://ndltd.ncl.edu.tw/handle/12747488006694436800.

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碩士<br>國立臺北大學<br>國際財務金融碩士在職專班<br>95<br>In past few years securities investment trust firms (SITEs) have suffered from critical business difficulties, due to the lack of substantial growing trend in the Taiwan Stock Market and the impacts of structured notes issues. Since there have been an increasing numbers of investors participating offshore funds investments, government’s recent decision on opening the offshore funds markets has granted SITEs good opportunities for business growth. With the implementation of new regulation,“Regulations Governing Offshore Funds”, those SITEs, SICEs, Stock Bro

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YANG, SHUO, and 陽碩. "Research on the Investment Value of Chinese QDII Mutual Fund." Thesis, 2018. http://ndltd.ncl.edu.tw/handle/55mdjh.

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44

Yang, Chic-yuam, and 楊志遠. "Fixed investment risk in different mutual funds operated under the standard deviation of the performance of research - to the Taiwan Fund for example at home and abroad." Thesis, 2009. http://ndltd.ncl.edu.tw/handle/80055674886020178010.

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碩士<br>義守大學<br>資訊管理學系碩士班<br>97<br>Taiwan''s political situation as a result of intense drama with the international economic turmoil in the bubble markets, today''s financial markets, market stalls 592 different investment funds marked the first, the standard deviation and return on investment, investors can invest in recovery based on the objectives, recovery time and risk preferences to determine their own investment objectives. Taken in this study is a research method, empirical analysis, to collect information related to open the second, the fund data processing, three, from the best empiri

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Li, Chih-Chun, and 李至鈞. "Investment Strategy Research on Open-End Matual Fund Market in Taiwan." Thesis, 2008. http://ndltd.ncl.edu.tw/handle/78131065059372976958.

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碩士<br>雲林科技大學<br>財務金融系碩士班<br>96<br>The research takes the Taiwan open-end fund as the sample and focus on the classification. We observe that mutual fund market in Taiwan have not established a set of perfect classifieds. Therefore, the study is to find proper classification of mutual fund market in Taiwan. The style classification of three classifications has better classified effect in both season sample and year sample. In addition, we also find several characteristic of mutual fund market in Taiwan: (1) The classified mutual fund have the good performance persistence in special periods

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WANG, CHEN YUNG, and 陳永旺. "Apply data mining technology in the index fund investment strategy research." Thesis, 2009. http://ndltd.ncl.edu.tw/handle/66307548507508554222.

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碩士<br>輔仁大學<br>應用統計學研究所<br>97<br>Taiwan Stock Exchange in June 30, 2003 file will be Taiwan's first ETF-Polaris Taiwan 50 Index outstanding equity fund in order to "0050," the official listing of the code, compared with those in the investment fund, ETF50 have simple transactions, mobile and high liquidity, as long as investors can trade through a single direct investment in a basket of shares, fully spread the risks. Research and investors do not have stock, as long as you can judge the trend of Change can be a substantial reduction in investment may lead to a single stock of the risks and unc

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Lin, Tsai-Hsun, and 林采勳. "Research on stop profit of Fund investment through Dollar-cost averaging." Thesis, 2011. http://ndltd.ncl.edu.tw/handle/44551031030716465552.

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碩士<br>義守大學<br>資訊管理學系碩士班<br>99<br>DCA is an investment approach which investors invest a fixed amount each month,allowing those who only invest a small amount or get paid fixed salary to participate in securities investment as well as to fulfill the purpose of regular saving. Because DCA is the way of buying risky assets in gradual manner, it can avoid the risk of wrong investment timing through lump sum investment (LS). As time goes by, DCA can help apportion cost of holding, similar to bank CD. However, with good timing of redemption, it can achieve higher profit out of long-term effect of co

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Lo, Shu-Ju, and 羅淑如. "Research on the Tracking Performance of Index-type Securities Investment Funds -Taking the Stock Market of Taiwan, China and Hong Kong as Examples." Thesis, 2018. http://ndltd.ncl.edu.tw/handle/7yrpn6.

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碩士<br>銘傳大學<br>財務金融學系碩士在職專班<br>106<br>Since the introduction of the Exchange Traded Fund (ETF) by stock exchanges 28 years ago, the total global assets have grown nearly 300 times. As the ETF has been in existence in the Taiwan market for 14 years and will likely become one of the major investment vehicles for investors in the light of the international market trend, there is a need to explore its performance. This study analyzes the following two topics in the sample period from January 27, 2016 to June 30, 2017: (1) tracking the performance of the underlying indices of the ETFs of Taiwan, Chi

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Wang, Yi-mei, and 王憶眉. "Research on the Mid-term and Long-term Investment Strategy of Global Fund." Thesis, 2018. http://ndltd.ncl.edu.tw/handle/rj7jt9.

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碩士<br>國立中山大學<br>財務管理學系研究所<br>106<br>In recent years, mutual funds have become one of the important financial instruments for investors. Mutual funds have advantages such as risk spreading as well as investments with small portions. However, it becomes a dilemma for investors to choose suitable funds to gain decent profits with a minor risk. In addition, with the improvement of medical science, the situation of aging society in Taiwan is more severe than other countries. Also the nominal wage increasing rate cannot withstand the increasing of inflation. Therefore, financial management for retir

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Chen, Hsueh-Yu, and 陳學裕. "Research of Taiwan Government Fund in Management and Investment Performance - The Case of Labor Insurance Fund." Thesis, 2002. http://ndltd.ncl.edu.tw/handle/79451921392133669632.

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