Academic literature on the topic 'Strategic planning Mutual funds'
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Journal articles on the topic "Strategic planning Mutual funds"
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Holland, Stuart. "False start for the juncker recovery proposals." Notas Económicas, no. 41 (June 1, 2015): 19–24. http://dx.doi.org/10.14195/2183-203x_41_1.
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The ‘Juncker Plan’ of November 2014 proposes to define investment criteria for a European Fund for Strategic Investments. This displaces that such investments are within the statutory remit of the EIF – the European Investment Fund – which is part of the European Investment Bank Group and, like the EIB, can issue bonds that do not count on national debt. The BRICS are ready to invest in € bonds to promote European recovery since this is to mutual advantage in sustaining their trade. Rating agencies, pension funds and sovereign wealth funds want a European recovery. Nor are new investment criteria needed. They already were widely defined for the EIB Group by the 1994 Essen Council and in the 1997 Amsterdam Special Action Programme. A host of investment projects that already have planning approval can be jointly EIB-EIF financed and could achieve a Roosevelt style New Deal for Europe.http://dx.doi.org/10.14195/2183‑203X_41_2
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Marti‐Ballester, Carmen‐Pilar. "The role of mutual funds in the sustainable energy sector." Business Strategy and the Environment 28, no. 6 (April 2019): 1107–20. http://dx.doi.org/10.1002/bse.2305.
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Schmidt, Lawrence, Allan Timmermann, and Russ Wermers. "Runs on Money Market Mutual Funds." American Economic Review 106, no. 9 (September 1, 2016): 2625–57. http://dx.doi.org/10.1257/aer.20140678.
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We study daily money market mutual fund flows at the individual share class level during September 2008. This fine granularity of data allows new insights into investor and portfolio holding characteristics conducive to run risk in cash-like asset pools. We find that cross-sectional flow data observed during the week of the Lehman failure are consistent with key implications of a simple model of coordination with incomplete information and strategic complementarities. Similar conclusions follow from daily models fitted to capture dynamic interactions between investors with differing levels of sophistication within the same money fund, holding constant the underlying portfolio. (JEL D14, G11, G23)
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LUTSYAK, Vitaliy, and Inna TOMASHUK. "ENVIRONMENTAL MANAGEMENT OF POTENTIAL OF VINNYTSK REGION." "EСONOMY. FINANСES. MANAGEMENT: Topical issues of science and practical activity", no. 1 (41) (January 2019): 33–47. http://dx.doi.org/10.37128/2411-4413-2019-1-3.
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The article analyzes the systematic strategy of transition of rural territories to the ecologically friendly way of development and production of organic agricultural products, which will solve a number of acute socio-economic and environmental problems and is one of the most difficult stages of reforms in Ukraine. The essence of the ecological mechanism, which is a set of tools, the ultimate goal of which is the achievement of positive results in the environmental sphere, is disclosed. Attention is drawn to the fact that in some regions about 250 kinds of various wastes are produced. It is determined that the presence of different types of productions in the region causes the diversity of qualitative composition of wastes. It is stressed that at the expense of the regional fund of environmental protection in the region a number of environmental protection measures are being implemented, for which the regional budget is planning to allocate 115.2 million UAH. According to the data of the Main Directorate of Statistics in Vinnytsia region, it was investigated that in 2017 Trostyanets district is showed the largest indicator of waste generation, which was 26651.0 tons, Orativ district ranked second, with the total amount of wastes 14313.8 tons, the third – Khmilnyk district, the amount of waste in which equals to 10386.5 tons. A detailed analysis of waste management in Vinnytsia region in 2017 shows that the largest amount of waste utilization was carried out in Kryzhopil district, the total amount of which was 156613.5 tons. It is emphasized that the funds of the Environmental Fund are aimed at implementing the following 69 measures, among which: - treatment of solid household and chemical wastes – 28 projects worth 36.6 mln; - preservation of nature reserve fund (parks) – 4 projects in the amount of UAH 1.0 million; - preservation of water reservoirs and rivers – 12 projects in the amount of UAH 9.7 million; - completion of re-stocking and storage of unsuitable pesticides – 1 measure in the amount of 0.1 million UAH; - measures related to the technogenic situation in the regions (sewage treatment facilities and sewage networks) – 14 projects worth 42.4 mln; - wildlife preservation – 3 projects for UAH 1.0 million; - other – 7 projects worth 24.4 mln. SWOT analysis was carried out – the establishment of key interconnections between the strengths and weaknesses of the parties with potential and threats of further development of the Vinnytsia region. Strategic objectives of environmental safety of Vinnytsia region are determined depending on the mutual influence of individual factors of the external and internal environment. Conclusions are made that it is necessary to raise the level of ecological awareness of the society; to carry out measures on ensuring environmental safety and reducing the technogenic load on the environment. It is determined that the strong sides of the region are the presence of significant reserves of mineral raw materials, fertile agricultural land, the absence of powerful environmental pollutants and ecological districts. The weak side of Vinnytsia region is the insufficient dynamics of growth of small and medium business. On the base of the SWOT analysis, it was determined that among the key problems in the development of Vinnytsia region that impede the harmonious development of the region is the lack of development of innovation policy and, as a result, the lack of innovation infrastructure, the insufficient use of scientific, technological and production potential available in the region.
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Saengchote, Kanis, and Jananya Sthienchoak. "Strategic participation in IPOs by affiliated mutual funds: Thai evidence." Pacific-Basin Finance Journal 63 (October 2020): 101427. http://dx.doi.org/10.1016/j.pacfin.2020.101427.
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Shah, S. M. Aamir, and Syed Tahir Hijazi. "Performance Evaluation of Mutual Funds in Pakistan." Pakistan Development Review 44, no. 4II (December 1, 2005): 863–76. http://dx.doi.org/10.30541/v44i4iipp.863-876.
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In Pakistan Mutual Funds were introduced in 1962, when the public offering of National Investment (Unit) Trust (NIT) was introduced which is an open-end mutual fund. In 1966 another fund that is Investment Corporation of Pakistan (ICP) was establishment. ICP subsequently offered a series of closed-end mutual funds. Up to early 1990s, twenty six (26) closed-end ICP mutual funds had been floated by Investment Corporation of Pakistan. After considering the option of restructuring the corporation, government decided to wind up ICP in June, 2000. In 2002, the Government started Privatisation of the Investment Corporation of Pakistan. 25 Out of 26 closed-end funds of ICP were split into two lots. There had been a competitive bidding for the privatisation of funds. Management Right of Lot-A comprising 12 funds was acquired by ABAMCO Limited. Out of these 12, the first 9 funds were merged into a single closed-end fund and that was named as ABAMCO Capital Fund, except 4th ICP mutual fund as the certificate holders of the 4th ICP fund had not approved the scheme of arrangement of Amalgamation into ABAMCO capital fund in their extra ordinary general meeting held on December 20, 2003. The fund has therefore been reorganised as a separate closedend trust and named as ABAMCO Growth Fund. Rest of the three funds were merged into another single and named as ABAMCO Stock Market Fund. So far as the Lot-B is concerned, it comprised of 13 ICP funds, for all of these thirteen funds, the Management Right was acquired by PICIC Asset Management Company Limited. All of these thirteen funds were merged into a single closed-end fund which was named as “PICIC Investment Fund”. Later on the 26th fund of ICP (ICP-SEMF) was also acquired by PICIC Asset Management Company Limited.
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Chiang, Kevin, Zhenhua Rui, Craig Wisen, and Xiyu Thomas Zhou. "The Strategic Setting Of Real Estate Mutual Fund Expense Ratios." Journal of Applied Business Research (JABR) 29, no. 6 (October 29, 2013): 1641. http://dx.doi.org/10.19030/jabr.v29i6.8203.
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Real estate mutual fund expense ratios are analyzed using panel data comprising 1,130 observations. The results show that expense ratio is inversely related to share class assets, fund family size, and fund age. Conversely, the expense ratio is positively related to larger funds and fund families with superior performance. This result is interesting because individual fund classes with favorable performance are associated with lower expense ratios. The results are robust to common estimation methodologies.
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Martí-Ballester, Carmen-Pilar. "Financial Performance of SDG Mutual Funds Focused on Biotechnology and Healthcare Sectors." Sustainability 12, no. 5 (March 6, 2020): 2032. http://dx.doi.org/10.3390/su12052032.
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Measures favoring healthy lives among populations around the world are essential to reduce social inequalities. Mutual funds could play an important role funding these measures if they are able to attract socially concerned investors by improving their wealth. This study analyzes the financial performance of mutual funds focused on the biotechnology and healthcare sectors related to UN sustainable development goal 3 (SDG 3), comparing their risk-adjusted return with that achieved by conventional mutual funds. This study implements Carhart’s multifactor model and Bollen and Busse’s timing multifactor model on a sample of 34 biotechnology and 178 healthcare mutual funds and 4352 conventional mutual funds. The results show that biotechnology and healthcare mutual funds perform similarly, while both of them outperform conventional mutual funds. This outperformance of biotechnology and healthcare funds is driven by the superior stock-picking skills of their managers with regards to those of conventional fund managers, while managers of biotechnology, healthcare, and conventional mutual funds present similar poor market timing ability. Mutual funds specialized in biotechnology and healthcare sectors related to sustainable development goal 3 (SDG 3) outperform conventional mutual funds.
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Levitsky, Jacob. "Credit guarantee funds and mutual guarantee systems." Small Enterprise Development 4, no. 2 (June 1993): 4–15. http://dx.doi.org/10.3362/0957-1329.1993.014.
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Climent, Francisco, Paula Mollá, and Pilar Soriano. "The Investment Performance of U.S. Islamic Mutual Funds." Sustainability 12, no. 9 (April 26, 2020): 3530. http://dx.doi.org/10.3390/su12093530.
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Islamic investment funds have become increasingly important because of high demand from many investors, including those outside the Muslim investment community. This article compares the performance and risk sensitivity of Islamic mutual funds in the United States with that of their conventional peers. This article also analyzes the performance of Islamic funds, and compares this performance with that of socially responsible investment (SRI) mutual funds. Capital Asset Pricing Model (CAPM)-based methodology was used for the analysis. The results suggest that over the entire study period (1987–2018), Islamic funds outperformed conventional funds with comparable characteristics. However, over the most recent period (2000–2018), there were no significant differences in performance. Moreover, Islamic funds achieved levels of adjusted performance that did not significantly differ from those of SRI funds. Conversely, for the earlier period (1987–2000), Islamic funds performed worse than SRI and conventional funds with similar characteristics.
Dissertations / Theses on the topic "Strategic planning Mutual funds"
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Bulsuk, Wannaporn. "Prospects for establishing real estate mutual funds in Thailand." Thesis, Massachusetts Institute of Technology, 1994. http://hdl.handle.net/1721.1/64883.
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Geises, Merceline Mercia. "How we do it : strategy-as-practice in Old Mutual Namibia." Thesis, Stellenbosch : Stellenbosch University, 2013. http://hdl.handle.net/10019.1/97398.
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ENGLISH ABSTRACT: Strategic thinking has evolved and different insights of strategy and the way that strategy works in organisations have developed over time. There is a view that strategy is something organisations posses. The strategy-as-practice approach, however, sees the field of strategy as something people do in organisations. The focus is thus on people, and doers of strategy in organisations, which leads to the question of who strategists are, what their role is in strategy work, and what strategy tools are deployed.
The aim of this study was to review the existing body of knowledge in the strategy-as-practice domain and illustrate the findings of previous researchers, by virtue of an empirical study based on a financial services organisation in Namibia. The approach adopted in this research is an activity based view of strategy-as-practice in line with Jarzabkowski (2005) where the main focus is on practitioners, praxis/events and practices/process within the case study organisation. Praxis is defined by Jarzabkowski et al. (2007) with reference to Reckwitz (2002) and Sztompka (1991) as a stream of activity that interconnects the micro actions of individuals or groups with the wider institutions in which those actions are located and to which they contribute.
The seven aspects of the biomatrix systems theory by Dostal, Cloete and Jaros (2004) are discussed and strategy-as-practice in the case study organisation is analysed according to the environment, ethos, aims, processes, structure, governance and mei (matter, energy & information).
The ten schools of study as defined my Mintzberg, Ahstrand and Lampel (2005) is incorporated in this study in order to assess the presence of these schools of thought in the case study organisation. Evidence of the different forms of strategy as defined by Jarzabkowski (2005), namely procedural, integrative strategy and interactive strategy are also found in the case study organisation. Strategy-as-practice research done in the South African and Namibian context by researchers attached to the University of Stellenbosch is also reviewed in this research paper.
SenseMaker™ Explorer software was used where respondents were required to do self-indexing on their narratives about strategy-as-practice in the case study organisation, to further support the findings of the template and thematic analysis. The SenseMaker™ software results gave the researcher more insight into respondents’ views about the implementation of strategy, strategic governance, the ethos of strategy-as-practice in the case study organisation and the strategy goals deployed in Old Mutual Namibia.
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Růžička, Rastislav. "Analýza možnosti čerpání finančních prostředků z fondů EU na financování rozvojových aktivit obcí, konkretizace na příkladu obce (města)." Master's thesis, Vysoká škola ekonomická v Praze, 2013. http://www.nusl.cz/ntk/nusl-200200.
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In this thesis the focus is on the analysis of the option of drawing financial means from the European Union's funds to finance the development activities of municipalities. Financial options of drawing these means is not equal to all municipalities. The theoretical part focuses on the basic concepts and gives a better idea of the conditions of the functioning of municipalities in the Czech Republic. In the following practical part, the structure, territory and municipality budget is further analysed in detail, of MČ Praha -- Slivenec and Dolní Břežany. The practical part is finished with the comparison municipalities in three areas analyzed in detail.
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Wilson, Chester L. "Evaluation and comparison of management strategies by Data Envelopment Analysis with an application to mutual funds." Thesis, 2006. http://hdl.handle.net/2152/2662.
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van, den Berg Herman. "Knowledge-based Vertical Integration: The Nature of Knowledge and Economic Firm Boundary Location." Thesis, 2008. http://hdl.handle.net/1807/11271.
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This research extends the knowledge-based view of the firm as it relates to organizational structure. In particular, this research provides evidence that fundamental classifications of knowledge are measurable, in relative terms, as factors of production. It then relates differences in relative quantities of these classifications of knowledge to the presence or absence of inter-firm boundaries. Finally, this study provides evidence that financial performance may be related to the alignment of organizational structure with knowledge-based factors of production.
This study contributes to strategic management theory by offering a potential solution to the difficulties of measuring knowledge as a factor of production. The research was motivated by the belief that it is the cost and value of knowledge that determines economic efficiency (Simon, 1999). By surveying professionals in the mutual fund industry for their relative reliance on three classifications of knowledge, this study suggests a set of measures of knowledge-based factors of production. These measures in turn support the testing of hypotheses related to the vertical integration (or de-integration) of adjacent stages of production.
Researchers have typically categorized organizational knowledge as either tacit or explicit. This research develops the concept of encapsulated knowledge as a fundamental classification of knowledge. Encapsulated knowledge is neither tacit nor explicit, because it is externalized and implicit. Progress in measuring knowledge is made by distinguishing between knowledge that resides in human minds (tacit), knowledge that is codified as information (codified), and knowledge that is embodied in the design and functionality of physical artefacts (encapsulated).
Relative reliance on the fundamentally different knowledge-based factors of production was found to vary between adjacent stages of production, despite the essential overlap of jointly held substantive knowledge. Portfolio managers are generally less (more) reliant on tacit (encapsulated) knowledge than other investment management professionals in the mutual fund complex. In addition, portfolio managers whose firms are de-integrated from the mutual fund management firms were found to be more (less) reliant on tacit (encapsulated) knowledge than their integrated counterparts. Finally, alignment between mutual fund structure and reliance on knowledge-based factors of production was found to affect performance of mutual funds.
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DVOŘÁKOVÁ, Tereza. "Využití finančních prostředků z fondů EU a veřejných rozpočtů pro vybudování a rekonstrukci dětských hřišť v Jihočeském kraji." Master's thesis, 2018. http://www.nusl.cz/ntk/nusl-375778.
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The aim of this diploma thesis is to evaluate the use of funds from EU funds and public budgets drawn on the construction and reconstruction of playgrounds in the South Bohemian Region in the period 2007-2013. Evaluate how effectively EU funds were used and what impact they had on the development of municipalities in the South Bohemian region. The project describes the realized projects aimed at the construction and reconstruction of playgrounds in the South Bohemian Region. A secondary analysis of the data of realized projects and a comparative analysis of the use of funds from EU funds and public budgets are carried out. The drawing of funds for the construction and reconstruction of children's playgrounds in the South Bohemian Region in 2007-13 with the strategic goals of the South Bohemian Region for 2007-2013 is evaluated. At the end of the thesis there are mentioned recommendations for more efficient use of funds for the construction and reconstruction of playgrounds in the South Bohemian Region in 2014-2020.
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JEROUŠKOVÁ, Lucie. "Využití finančních prostředků z fondů EU pro rozvoj města Jindřichův Hradec." Master's thesis, 2017. http://www.nusl.cz/ntk/nusl-317543.
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The main aim of the thesis is to analyze how the town of Jindrichuv Hradec has used the European Union's financial resources during the program period 2007-2013. The thesis is divided into three parts, i.e. theoretical and practical part, and part of evaluation of outcomes of the thesis. The first goal of the thesis is a description of projects realized by the town of Jindrichuv Hradec, and funded by the European Structural and Investment Funds. These projects are compared to the strategic document of development of the town of Jindrichuv Hradec. The last part of the thesis fulfills its goals by giving recommendations for further development of the town of Jindrichuv Hradec.
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Veloso, Marta Ribeiro de Araújo Cardoso. "Relatório detalhado sobre a atividade profissional desenvolvida no perído 2007-2015 no Gabinete de Fundos Comunitários do Município da Póvoa de Lanhoso." Master's thesis, 2015. http://hdl.handle.net/1822/40734.
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Dissertação de mestrado em Geografia (área de especialização em Planeamento e Gestão do Território)O presente relatório enquadra-se no processo de obtenção do grau de mestre em Geografia pela Universidade do Minho, especialização em Planeamento e Gestão do Território, através do reconhecimento da experiência profissional da candidatada no Gabinete de Fundos Comunitários do Município da Póvoa de Lanhoso. Inicia-se com a apresentação do percurso profissional da candidata e enquadramento do mesmo, elencando e descrevendo, por ordem cronológica, os trabalhos realizados ao longo do período temporal em análise (2007-2015). De seguida procede-se a uma reflexão crítica em torno da experiência profissional desenvolvida no período temporal definido, destacando duas temáticas: o processo de planeamento que antecede os períodos de programação e o impacte dos Fundos Europeus Estruturais e de Investimento no concelho da Póvoa de Lanhoso, fazendo referência concreta aos investimentos no domínio da educação. Por fim e antes das notas conclusivas, procura-se explicitar o modo como a experiência profissional da candidata contribuiu para o desenvolvimento e / ou reforço de competências na área científica do mestrado, que se organizam em torno de dois grandes domínios de atuação. Por um lado, competências desenvolvidas ao nível da participação, conceção, implementação e acompanhamento/ avaliação de planos de cariz estratégico. Por outro lado, competências desenvolvidas ao nível da elaboração de projetos de desenvolvimento local no âmbito de candidaturas aos Fundos Europeus Estruturais e de Desenvolvimento.
The present report frames itself on attainment to the master degree in Geography by the University of Minho, with specialization on Territorial Management and Planning, through the recognition of the candidate's professional experience on the Communitarian Funds Office of Póvoa de Lanhoso's Municipality. It begins with the presentation of the candidate’s professional career and by framing, listing and describing chronologically the works carried out over the period of time under review (2007- 2015). After that we proceed to a critical reflection on the experience developed within the given time period, highlighting two main themes: the planning process that precedes programming periods and the impact of the European Structural and Investments Funds in Póvoa do Lanhoso’s County, specifically referring the investment on education. Finally, and before the concluding remarks, we try to explain how the candidate’s professional experience has contributed to the development and/or reinforcement of skills on the master course’s scientific area, which are organized around two main domains. On the one hand there are the skills developed through participation, planning, implementation and monitoring / evaluation of strategic-oriented plans. On the other hand, there are the skills developed preparing local development projects within the scope of applications for the European Structural and Development Funds.
Books on the topic "Strategic planning Mutual funds"
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United States. Congress. House. Committee on Government Reform. Subcommittee on Government Efficiency and Financial Management. Strategic planning, resource allocation, and crisis management: Is the SEC ready? : hearing before the Subcommittee on Government Efficiency and Financial Management of the Committee on Government Reform, House of Representatives, One Hundred Eighth Congress, second session, April 20, 2004. Washington: U.S. G.P.O., 2004.
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Allen, Lyle. Mutual funds: Your key to sound financial planning. New York: Avon Books, 1994.
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Dickson, Joel M. A stock index mutual fund without net capital gains realizations. Cambridge, MA: National Bureau of Economic Research, 1994.
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Accelerating Growth Investment and Liberalization with Equity (Phillipines). Strengthening Phillipine mutual funds and improving the public's perception of them: A strategic vision. Metro Manila: AGILE, 1999.
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Baker, Donald I. The law of electronic fund transfer systems: Legal and strategic planning. 4th ed. Arlington, VA: A.S. Pratt & Sons, 1999.
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Baker, Donald I. The law of electronic fund transfer systems: Legal and strategic planning. Boston: Warren, Gorham & Lamont, 1996.
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Enough bull: How to retire well without the stock market, mutual funds or even an investment advisor. Mississauga, Ont: J. Wiley & Sons Canada, 2009.
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Dunetz, Martin R. You and your assets: A practical guide to financial management and estate planning. Lanham, Md: Madison Books, 1997.
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The complete guide to investing during retirement: Turn your savings into earnings. Avon, Mass: Adams Media Corp, 2009.
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N, Chorafas Dimitris. Strategic planning for electronic banking: From human resources to product development and information systems. London, Eng: Butterworths, 1987.
Find full textBook chapters on the topic "Strategic planning Mutual funds"
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Andreu, Laura, and José Luis Sarto. "Strategic Asset Allocation and Rebalancing." In Mutual Funds and Exchange-Traded Funds, 291–306. Oxford University Press, 2015. http://dx.doi.org/10.1093/acprof:oso/9780190207434.003.0016.
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Chhabra, Shalini. "Mutual Fund." In Strategic Marketing Management and Tactics in the Service Industry, 134–52. IGI Global, 2017. http://dx.doi.org/10.4018/978-1-5225-2475-5.ch006.
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Mutual funds provide various facilities that make saving and investing simple, accessible and affordable, by using professional management, diversification, variety of products, liquidity, affordability, convince. Moreover, strict government regulation and full disclosure of information makes the investment more secures in India. In India mutual funds market the key area of interest of market experts are understanding the investor's expectations and meeting those expectations. The mutual fund sector is one of the fast growing sectors in Indian economy and has tremendous potential for sustained future growth. The present era of exponential growth has seen changes, refinements and innovation etc. the industry needs to identify the expectation and houses of the investors and meet their expectations in a better way by overcoming the challenges the mutual fund industry is facing. Keeping in view that ever increasing competition of similar or alternative product, marketing has been concerned the most vital area of operation of Mutual funds industry. Mutual fund Marketing is different from marketing of other goods. The present chapter tries to explore the marketing strategies adopted by Mutual funds, the different 7 Ps that are involved by the various mutual funds for attracting the investors.
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Majumdar, Dipankar, Arup Kumar Bhattacharjee, and Soumen Mukherjee. "Intelligent Investment Approaches for Mutual Funds." In Machine Learning Applications in Non-Conventional Machining Processes, 267–81. IGI Global, 2021. http://dx.doi.org/10.4018/978-1-7998-3624-7.ch017.
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Investment in the right fund at the right time happens to be the key to success in the stock trading business. Therefore, for strategic investment, the selection of the right opportunity has to be executed crucially so as to reap the maximum returns from the market. Predicting the stock market has always been known to be very critical and needs years of experience as it involves lots of interleaving parameters and constraints. Intelligent investment in mutual funds (MF) can be done when various machine learning tools are used to predict future fund value using the past fund value. In this chapter, an elaborate discussion is presented on the different types of mutual funds and how these data can be used in prediction by machine learning in different literature. In this work, the NAV of a total of 17 different mutual funds have been extracted from the website of AMFI, and thereafter, ANFIS is used to forecast the time series of the NAV of the MF. They have been trained using ANFIS and thereafter tested for prediction with satisfactory results.
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Adhikary, Anindita, Bedanta Bora, and Jitendra Kumar. "Mutual Fund Performance and Investor's Perception." In Handbook of Research on Strategic Business Infrastructure Development and Contemporary Issues in Finance, 351–61. IGI Global, 2014. http://dx.doi.org/10.4018/978-1-4666-5154-8.ch024.
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The Indian mutual fund industry is playing a significant role in the development of capital market and in the growth of the Indian economy. It is considered to be a better opportunity where savings are collected from investors and diverted to the capital market to generate better returns for them with lower risk and volatility. Hence, it is of utmost significance to understand the mutual fund industry in India. As such, this chapter makes an attempt to review the various literatures available in regard to mutual funds to evaluate the performance of various mutual fund schemes and to study the investor's perception in selection of a mutual fund. The study shows that mutual funds have failed to offer advantages of diversification and professionalism to the investors and hence could not fulfil their scheme's objectives. It is also found that retail investors are still confused about the mutual funds as an investment avenue. In order to attain sustained profitable growth, the industry should focus on developing distribution networks, increasing retail participation and expanding the reach of mutual funds by conducting awareness programs and extending financial literacy.
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"Strategic Planning of China’s Direct Investment in Africa." In The Theory and Policies of Mutual Benefit and Win-Win Strategy, 456–97. WORLD SCIENTIFIC, 2019. http://dx.doi.org/10.1142/9789813236349_0012.
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Mitrea, Oana Stefana, and Kyandoghere Kyamakya. "Concepts for Sustainable End Consumer Movements in City Supply Chains." In Sustainable Logistics and Strategic Transportation Planning, 107–27. IGI Global, 2016. http://dx.doi.org/10.4018/978-1-5225-0001-8.ch005.
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Traffic chaos, stress, congestion, environmental pollution, as well as the social problems resulting from the uncoordinated shopping trips of private citizens and companies and online deliveries represent key problems of the modern cities. In our opinion, their solving requires an intelligent coordination of the end-consumer supply-chain-related actions and movements, which should be based on mutual visibility, self-organization, and cooperation of the involved actors. This chapter presents and comments from a sustainability perspective several IT concepts that can optimize the modern ECM (end-consumer movements) related logistics. They rely on the intelligent coordination of end-consumers demands (ranging from short-term to long-term), the resulting reduction of supply-chain-related traffic, and the networking of social resources involved in such city supply chains. The focus is placed on the creation of multidimensional synergies among the involved actors on all scales and the support of the participative supply-chain networks, which are driven by end-users.
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Johnson, Alice M., and Albert L. Lederer. "CEO/CIO Communication and the Strategic Grid Dimensions." In Strategic Information Technology and Portfolio Management, 206–29. IGI Global, 2009. http://dx.doi.org/10.4018/978-1-59904-687-7.ch011.
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McFarlan’s strategic grid postulated that the impact of existing information systems and impact of the portfolio of planned information systems constitute two dimensions on which the chief executive officer and chief information officer could assess their information technology. But what predicts their agreement on those impacts? Mutual understanding between an organization’s CEO and CIO is an important factor in the organization’s efforts to gain the greatest value from information technology, a factor that communications theory predicts, moreover, can be the product of greater communication frequency and channel richness. This research used a postal survey of 202 pairs of CEOs and CIOs to investigate the effect of such frequency and channel richness on CEO/CIO mutual understanding of the impact of existing information systems and of the impact of the portfolio of planned information systems. More frequent communication between the executives predicted mutual understanding about the current and future impacts of IT. However, the use of richer channels did not predict mutual understanding about the current impact, but did predict it about the future impact when the extent to which the organization relied on IT to support future projects was used as a covariate. Moreover, the finding that CEOs and CIOs perceived e-mail to be a richer communication channel than telephone was an unexpected outcome of the research. From a research perspective, the study extended theory about communication frequency, media richness, mutual understanding, and the impact of IT in organizations. It also provided additional validation of existing instruments that can be used to help future researchers of communications and IT. It provided direction for CEOs and CIOs who may be interested in increasing their mutual understanding of the impact of IT, improving their relationship with each other, and thus improving their planning of new information systems.
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Dias de Barros, Jorge. "Social Development in the Integral Strategic Association China-Venezuela." In Open and Innovative Trade Opportunities for Latin America and the Caribbean, 102–24. IGI Global, 2020. http://dx.doi.org/10.4018/978-1-7998-3503-5.ch006.
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In April of 2001, the People's Republic of China under Jiang Zemin and the Bolivarian Republic of Venezuela under Hugo Chavez initiated the first steps towards the construction of the Strategic Alliance for Shared Development between both nations, which has now established over 16 years of their relationship. This relationship could be defined as a set of instruments and mechanisms that have gradually materialized China-Venezuela cooperation, conceived under the three principles that they regulate: graduality, mutual benefit, and perfect planning.
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Boyonas, Mark Ismael, Luis Olavarria, and Maria Jesus Saenz. "Scenario Planning." In Designing and Implementing Global Supply Chain Management, 51–91. IGI Global, 2016. http://dx.doi.org/10.4018/978-1-4666-9720-1.ch004.
Full textAbstract:
A crystal ball methodology that foresees the future is probably one of the most sought-after tools by any organization operating in this ever-changing world. The ability to correctly navigate through uncertainties and drastic changes in the external environment is found to be limited when an inward perspective of the company is utilized. The measurement of performance indicator and the mining of usable information in a sea of big data, among other approaches, may provide limited results in guiding the company towards choosing effective strategic decisions that will sustain the company in the future. This chapter is an effort to pursue an alternative perspective in planning by using Scenario Planning, a group thinking process that encourages knowledge exchange and development of mutual deeper understanding of central issues important to the future of an organization. Applying Scenario Planning framework, a structured approach is elaborated to describe a replicable methodology for sensing critical uncertainties in the external environment. These uncertainties are then utilized as the foundations for creating scenarios, which are attempts at vivid visualizations of how the future may look like. In this research, the effectiveness of the methodology has been demonstrated on the supply chain of Clariant, a Specialty Chemicals Company headquartered in Switzerland, by developing three scenarios that are sample representations of a whole range of plausible futures. These scenarios are differentiated by combinations of high and low conditions of the three critical uncertainties identified: (1) Emergence of trading blocks, (2) Changing consumer needs/behavior, and (3) Changes in logistics infrastructure. These critical uncertainties are also used to further design a new breed of indicators that are used as ground-sensors to monitor which direction the future is heading to. In addition, Scenario Planning also provides a fertile platform on which organizational learning can organically grow. The steps used in the methodology forces users of the scenarios to challenge existing mental models resulting to a wider perspective and appreciation of the dynamics that surround and impact an organization in the future.
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Boyonas, Mark Ismael, Luis Olavarria, and Maria Jesus Saenz. "Scenario Planning." In Supply Chain and Logistics Management, 2019–60. IGI Global, 2020. http://dx.doi.org/10.4018/978-1-7998-0945-6.ch097.
Full textAbstract:
A crystal ball methodology that foresees the future is probably one of the most sought-after tools by any organization operating in this ever-changing world. The ability to correctly navigate through uncertainties and drastic changes in the external environment is found to be limited when an inward perspective of the company is utilized. The measurement of performance indicator and the mining of usable information in a sea of big data, among other approaches, may provide limited results in guiding the company towards choosing effective strategic decisions that will sustain the company in the future. This chapter is an effort to pursue an alternative perspective in planning by using Scenario Planning, a group thinking process that encourages knowledge exchange and development of mutual deeper understanding of central issues important to the future of an organization. Applying Scenario Planning framework, a structured approach is elaborated to describe a replicable methodology for sensing critical uncertainties in the external environment. These uncertainties are then utilized as the foundations for creating scenarios, which are attempts at vivid visualizations of how the future may look like. In this research, the effectiveness of the methodology has been demonstrated on the supply chain of Clariant, a Specialty Chemicals Company headquartered in Switzerland, by developing three scenarios that are sample representations of a whole range of plausible futures. These scenarios are differentiated by combinations of high and low conditions of the three critical uncertainties identified: (1) Emergence of trading blocks, (2) Changing consumer needs/behavior, and (3) Changes in logistics infrastructure. These critical uncertainties are also used to further design a new breed of indicators that are used as ground-sensors to monitor which direction the future is heading to. In addition, Scenario Planning also provides a fertile platform on which organizational learning can organically grow. The steps used in the methodology forces users of the scenarios to challenge existing mental models resulting to a wider perspective and appreciation of the dynamics that surround and impact an organization in the future.
Conference papers on the topic "Strategic planning Mutual funds"
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Ogden, Brent D. "The Altamont Corridor Rail Project Joint Use Corridor." In 2010 Joint Rail Conference. ASMEDC, 2010. http://dx.doi.org/10.1115/jrc2010-36138.
Full textAbstract:
The Altamont Rail Corridor Project will develop a new dedicated regional passenger rail link within Northern California for joint use by regional intercity and commuter trains connecting between the northern San Joaquin Valley and the Bay Area as well as statewide intercity trains fully compatible with the 200+ mph system being developed by the California High-Speed Rail Authority (the Authority). The corridor, which follows portions of the transcontinental railway, is presently served by the Altamont Commuter Express (ACE) operated by the San Joaquin Regional Rail Commission (the Commission) and is eligible to receive California High-Speed Rail bond funds. The Authority and Commission have signed a Memorandum of Understanding to jointly develop the project which will greatly improve the existing service by providing a new dedicated passenger line separate from the Union Pacific Railroad over which the current ACE service operates. The strategic geographic location of the corridor within the Northern California network allows operation of a wide variety of services through Altamont Pass including commuter trains to the Bay Area, intercity corridor trains and regional intercity trains between Sacramento and San Jose` with the possibility that high-speed “bullet” trains from the statewide network could ultimately operate along the route. Although the shared-use potential broadens interest in the project, concomitant planning challenges include identifying workable, cost-effective solutions to incrementally develop the 80+ mile corridor over time while migrating the service presently provided by standard heavyweight diesel locomotive-drawn consists to a fully electrified, grade separated operation capable of supporting operation of 220+ mph lightweight trainsets.
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Funk, Greg, and Paul Longsworth. "Opportunity, Risk, and Success: Recognizing, Addressing, and Balancing Multiple Factors Crucial to the Success of a Project Management System Deployed to Support Multi-Lateral Decommissioning Programs." In The 11th International Conference on Environmental Remediation and Radioactive Waste Management. ASMEDC, 2007. http://dx.doi.org/10.1115/icem2007-7342.
Full textAbstract:
This paper addresses the factors involved in effectively implementing a world-class program/project management information system funded by multiple nations. Along with many other benefits, investing in and utilizing such systems improves delivery and drive accountability for major expenditures. However, there are an equally large number of impediments to developing and using such systems. To be successful, the process requires a dynamic combining of elements and strategic sequencing of initiatives. While program/project-management systems involve information technologies, software and hardware, they represent only one element of the overall system. Technology, process, people and knowledge must all be integrated and working in concert with one another to assure a fully capable system. Major system implementations occur infrequently, and frequently miss established targets in relatively small organizations (with the risk increasing with greater complexity). The European Bank of Reconstruction (EBRD) is midway through just such an implementation. The EBRD is using funds from numerous donor countries to sponsor development of an overarching program management system. The system will provide the Russian Federation with the tools to effectively manage prioritizing, planning, and physically decommissioning assets in northwest Russia to mitigate risks associated the Soviet era nuclear submarine program. Project-management delivery using world-class techniques supported by aligned systems has been proven to increase the probability of delivering on-time and on-budget, assuring those funding such programs optimum value for money. However, systems deployed to manage multi-laterally funded projects must be developed with appropriate levels of consideration given to unique aspects such as: accommodation of existing project management methods, consideration for differences is management structures and organizational behaviors, incorporation of unique strengths, and subtle adjustment to compensate weaknesses. This paper addresses the architecture and sequencing of implementation. A properly designed program/project-management system provides necessary tools for those planning the program as a whole, as well as those tasked with delivering individual projects. It also provides a communication framework to transfer information to parties on the funding side of the equation. Aligned program and project management methods are key to making the overall effort effective. Ultimately, progress and transparency are essential outcomes that help to sustain funding and mitigate major funding fluctuations that create havoc for any project. A solid program-management system must provide donor countries the ability to know what is to be accomplished, how much it should cost, and over what period of time, as well as provide adequate transparency into how much is being accomplished at any given point in time. Prioritization, funding, transparency, politics, and many other considerations come into play when dealing with challenges that take decades to overcome. These issues exist for most programs, but the situation becomes even more complex when dealing in a multi-lateral framework. Project management methods and systems relate directly to program level ones and underpin the higher level program system. Before continuing, it is important to summarize the distinctions between program and project management. Program management primarily incorporates efforts relating to the identifying what is to be done over a long time horizon involving multiple projects. Project management, in contrast, generally embodies the efforts of how identified scope shall be done. Many of the efforts performed in each are similar and the distinction between programs and large projects in particular are often blurred. In general, the environment that a program manager deals with involves more uncertainty than a project manager. The essential point, however, is that a program consisting of perfectly sequenced and executed projects can still fail to provide the desired benefit if the overall program strategy is flawed or fails to adequately communicate the vision to the many lower-tier managers involved on individual projects.