Journal articles: '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.

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Ielasi, Federica, and Monica Rossolini. "Responsible or Thematic? The True Nature of Sustainability-Themed Mutual Funds." Sustainability 11, no. 12 (June 15, 2019): 3304. http://dx.doi.org/10.3390/su11123304.

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The aim of the paper is to compare the risk-adjusted performance of sustainability-themed funds with other categories of mutual funds: sustainable and responsible mutual funds that implement different approaches in portfolio selection and management, and thematic funds not committed to responsible investments. The study analyses a sample of about 1000 European mutual open-end funds where 302 are sustainability-themed funds, 358 are other responsible funds, and 341 other thematic funds. Risk-adjusted performance is analyzed for the period 2007–2017 using different methodologies: a single factor Capital Asset Pricing Model (CAPM), a Fama and French (1993) 3-factor model, and a Fama and French (2015) 5-factor model. Our main findings demonstrate that the risk-adjusted performance of ST funds is more closely related to their responsible nature than to their thematic approach. Sustainability-themed mutual funds are more similar to other socially responsible funds than to other thematic funds, as confirmed by performance analysis over time. They are also better than other thematic funds in overcoming financially turbulent periods and currently benefit from SRI regulation and disclosure.

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Demaskey, Andrea L., and Wilfred L. Dellva. "Hedging Foreign Diversified U.S.-Based Mutual Funds." Journal of Transnational Management Development 5, no. 1 (July 31, 2000): 51–79. http://dx.doi.org/10.1300/j130v05n01_04.

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Franke, Günter. "Geschäfts- und Risikopolitik von Hedgefonds im Vergleich zu anderen Finanzintermediären: Sind Hedgefonds besonders gefährlich?" Perspektiven der Wirtschaftspolitik 1, no. 3 (August 2000): 301–18. http://dx.doi.org/10.1111/1468-2516.00019.

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Abstract Hedge funds are characterized by short-term investments in over- or undervalued financial instruments. Their policy is highly dynamic as opposed to the more long-term investments of mutual funds. On average, the risk taken by hedge funds appears to be higher than that taken by mutual funds, although quite risky mutual funds also exist. Banks sometimes take large default risks, as evidenced by various banking crises. Also banks trade heavily on the term structure of interest rates. Hence, in these respects it appears that banks take risks that are at least as high as hedge funds. In short-term proprietary trading, banks and hedge funds face similar challenges. Overall, hedge funds cannot be regarded as more dangerous than banks. Since hedge funds trade with professional investors and banks, there is little reason to protect these counterparties by special regulation. Moreover, most hedge funds are rather small players and do not seem to act in herds. Therefore, the probability of systemic risks created by hedge funds appears to be very low. As a consequence, market control of hedge funds supported by more transparency appears to be preferable to specific hedge fund regulation.

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Adomah-Afari, Augustine. "The challenges to performance and sustaining mutual health organisations/health institutions." International Journal of Health Care Quality Assurance 28, no. 7 (August 10, 2015): 726–45. http://dx.doi.org/10.1108/ijhcqa-02-2015-0018.

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Purpose – The purpose of this paper is to explore challenges to the performance and sustainability of mutual health organisations (MHOs) and health institutions towards enhancing access to quality health care (HC) in Ghana. Design/methodology/approach – Data were gathered through interviews and documentary review. Findings – Problems with late release of reimbursement funds for discharging with claims by the central government has impacted heavily on the financial and strategic management and decision-making processes of the MHOs and health institutions. Research limitations/implications – The lack of in-depth analysis of the financial viability of the MHOs; and the limited number of schemes selected. Practical implications – Recommends the need to ensure prompt release of reimbursement funds by government to enable the MHOs to reimburse claims to health institutions. Social implications – There is a perceived tension between the MHOs and HC institutions due to late release of reimbursement funds by the government. Originality/value – Contributes to understanding of how the NHI Act influences the operations of MHOs and health institutions towards increasing access to quality HC and financing.

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Ferruz Agudo *, Luis, and Luis A. Vicente Gimeno. "Effects of multicollinearity on the definition of mutual funds’ strategic style: the Spanish case." Applied Economics Letters 12, no. 9 (July 15, 2005): 553–56. http://dx.doi.org/10.1080/13504850500120698.

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Imazeki, Toyokazu, and Paul Gallimore. "Domestic and foreign bias in real estate mutual funds." Journal of Property Research 26, no. 4 (December 2009): 367–89. http://dx.doi.org/10.1080/09599916.2009.485419.

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Kumar B.U, Shamanth. "A Study on Performance Evaluation of Systematic Investment Planning of Mutual Funds." International Journal of Economics and Management Studies 5, no. 12 (December 25, 2018): 20–24. http://dx.doi.org/10.14445/23939125/ijems-v5i12p104.

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Fan, Yuhong. "Position adjusted turnover ratio and mutual fund performance." Studies in Economics and Finance 35, no. 1 (March 5, 2018): 65–80. http://dx.doi.org/10.1108/sef-03-2016-0075.

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Purpose The purpose of this study is to examine the impact of position adjusted turnover ratio on mutual fund performance. Design/methodology/approach The author calculates position adjusted turnover ratio in the same three steps as Edelen et al. (2013). Position adjusted turnover ratio is intended to be a trading cost proxy that captures both fund trading volume and per-trade costs. A metric of eight Morningstar performance measures is utilized. Findings Results show that funds with a higher position adjusted turnover ratio tend to have a lower risk-adjusted performance, such as indicated by both Sharpe and Sortino ratios, and even though these funds may have a higher annualized return. Research limitations/implications The sample selection process is subject to a survival bias. Also, this study utilizes Morningstar performance measures rather than the widely used factors models. Practical implications This study examines the impact of invisible costs from fund trading. These findings encourage fund managers to take strategic steps to reduce the overall invisible cost impact to improve fund performance. Originality/value Few studies have investigated fund trading cost measured by position adjusted turnover ratio and its impact on fund performance. Further, this study contributes to current literature by using eight Morningstar fund performance variables, which are practitioner-oriented and are accessible by investors.

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Dopierała, Łukasz, Magdalena Mosionek-Schweda, and Daria Ilczuk. "Does the Asset Allocation Policy Affect the Performance of Climate-Themed Funds? Empirical Evidence from the Scandinavian Mutual Funds Market." Sustainability 12, no. 2 (January 16, 2020): 654. http://dx.doi.org/10.3390/su12020654.

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The aim of this paper is to evaluate the performance of climate-themed mutual funds, taking into consideration the structure of their asset allocation, especially their geographical focus of investment. Additionally, the influence of differences in the industry allocations on the funds’ investment results is evaluated. Our analyses are based on climate-friendly mutual funds registered in Scandinavian countries (i.e., Denmark, Norway, and Sweden) during 2010–2019. To classify the analyzed funds as climate-friendly, we use the relative carbon footprint measure, which is a novelty in studies on ESG funds (meeting the environmental, social, and corporate governance criteria). In our analyses, we use the absolute performance as well as the relative performance methods. The obtained results confirm that geographical and industrial asset allocations significantly affect the performance of Scandinavian climate-friendly funds. On the basis of our studies, we may state that analyzed mutual funds do not get abnormal returns, and their performance mostly depends on the market state. Additionally, the unconditional firm size factor did not influence the return of particular portfolios, while the conditional firm size factor was significant for European, global, and North American funds. Moreover, the firm value factor was significant. Finally, the momentum factor was only significant for the emerging markets portfolio when it reached positive values.

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Marple, Wesley W. "Threadneedle Eyes European Expansion." CASE Journal 2, no. 2 (May 1, 2006): 49–75. http://dx.doi.org/10.1108/tcj-02-2006-b004.

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Threadneedle Investments, a leading UK Investment management company, was engaged in strategic discussions about future growth in its retail mutual funds business. The firm's Vice Chairman, Alan Ainsworth, was leading the discussion of strategic alternatives. The following options were being considered: expanding distribution of its funds in the UK by distributing directly; expanding its presence in the UK through the independent financial advisor (IFA)network; and/or building a larger presence in Germany, where Threadneedle was already established. The case takes place in June 2000 and draws much of its rationale and immediacy from the great bull market of the 1990's and the arrival of a new millennium. Investors were looking for new investment media to capture these returns. The case is based on field research including conversations with Mr. Ainsworth and his associates, internal company documents, interviews with experts in the field and library research.

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Gonçalves, Tiago, Diego Pimentel, and Cristina Gaio. "Risk and Performance of European Green and Conventional Funds." Sustainability 13, no. 8 (April 10, 2021): 4226. http://dx.doi.org/10.3390/su13084226.

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This paper analyzes how the risk-adjusted returns of green funds compare to those of conventional funds, between the years 2005 and 2020 for the European Union countries. Additionally, we tested how the performance of green funds correlates to the business cycle, subdividing their performance through expansionary and recessionary times. The findings are summarized as follows: our regression results demonstrated green and conventional funds exhibiting negative abnormal adjusted-returns against the developed world market benchmark for the single-factor and multifactor models. For the European market benchmark, we found environmental mutual funds presenting a positive performance for both models and conventional funds displaying negative results for the single-factor model and positive results for the multifactor model. The factor loadings for green funds indicated a negative load on momentum, book-to-market (HML) and size (SMB) factors, revealing a higher exposure to big and value companies. Subsampling per business cycle exhibited green mutual funds providing higher risk-adjusted returns to investors during crisis periods and mixed results for the non-crisis periods.

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Wongsurawat, Winai. "Management fees and total expenses of mutual funds in Thailand." Journal of the Asia Pacific Economy 16, no. 1 (January 6, 2011): 15–28. http://dx.doi.org/10.1080/13547860.2011.539398.

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Bertoni, Fabio, and Stefano Lugo. "Testing the Strategic Asset Allocation of Stabilization Sovereign Wealth Funds." International Finance 16, no. 1 (February 2013): 95–119. http://dx.doi.org/10.1111/j.1468-2362.2013.12022.x.

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DALEVSKA, Tetiana. "FINANCIAL-BUDGET AND STRATEGIC PLANNING OF REGIONAL DEVELOPMENT ON SMART-SPECIALIZATION FACILITIES." WORLD OF FINANCE, no. 1(58) (2019): 43–53. http://dx.doi.org/10.35774/sf2019.01.043.

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Introduction. In the conditions of the economy cyclicality and the imbalance of financial and economic relations, it is necessary to consider budget planning as one of the most important state regulation tools of the country’s socio-economic development. The issue of financial-budgetary planning is largely used separately from strategic planning issues. In addition, in modern economic science, Ukrainian scholars have not disclosed the question of its combination with the approaches of strategic planning of regional development, which is carried out on the basis of smart specialization. Purpose. To reveal approaches of improving the methodology of financial and budgetary planning by defining approaches of strengthening its interrelation with strategic planning on the basis of smart specialization, which will promote the effective use of the resourses of state regional development fund, increase the level region’ economic and innovative growth. Results. Financial-budgetary planning is a key instrument for managing the country’s financial system, which is closely linked to socio-economic and strategic planning of regional development, in particular. Currently, among the sources of regional development financing there resourses of the state fund of regional development, local budgets, international technical assistance (sectoral support programs, projects funded from the funds of the European Union). In 2019 30.8 bln UAH will be allocated for regional development (for comparison, in 2018 – UAH 25.4 billion). The largest amount of budget funds of the state fund of regional development in 2015–2018 was directed to financing projects in the field of education – 1066 million UAH, road infrastructure – 812.5 million UAH, physical culture – 284.4 million UAH, social protection – 100, 1 mln. UAH. At the same time,projects dedicated to the development of the economy, creation of new industries, development and implementation of innovations are remained unfulfilled. Today, in the European Union, the condition for obtaining funds for financing regional development is the availability of smart specialization strategy. Partnership, dialogue between business, science, public and government is a key condition for smart specialization. Conclusions. Financial and budgetary planning should be regarded as an instrument of state regulation of socio-economic development, which is represented by a set of organizational, methodological measures for determining the volumes, sources and directions of using budget funds in accordance with the results of strategic planning of regional development on the basis of smart specialization in order to ensure sustainable, innovative, economic development of regions.

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Shaikh, Salman Ahmed, Mohd Adib Ismail, Abdul Ghafar Ismail, Shahida Shahimi, and Muhammad Hakimi Mohd. Shafiai. "Comparative analysis of Shari’ah-compliant portfolios: evidence from Pakistan." Journal of Islamic Accounting and Business Research 10, no. 3 (May 7, 2019): 466–87. http://dx.doi.org/10.1108/jiabr-10-2016-0121.

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Purpose This study aims to comparatively analyze the performance of Islamic and conventional income and equity funds using various performance evaluation methods. Design/methodology/approach The authors comparatively analyze the performance of mutual funds using measures, such as tracking error, Sharpe ratio (1966), Treynor ratio (1965), M-square measure by Modigliani and Modigliani (1997) and information ratio. The authors also use market timing and selection measures, such as Treynor and Mazuy model (1966), Henriksson and Merton (1981) model and Fama’s decomposition approach (1973). Findings The authors find that Islamic equity funds are as much competitive as conventional equity funds. All Islamic equity funds have positive Sharpe ratio, Treynor ratio and net selectivity measure. Islamic equity funds are slightly less risky in general. Islamic equity and income funds generally have positive Jensen's Alpha and a positive market timing ability. However, the authors find that Islamic income funds generally underperform the market due to less Shari’ah-compliant investment class assets in the market. Practical implications It will help the industry players to assess their strategic positioning with regard to the commercial competitiveness of Islamic investments. Originality/value The authors take considerably large sample of 60 funds in Pakistan as compared to previous studies and also cover recent period (2006-16). For income funds, the authors construct an original benchmark index based on price and dividend data and use that in performance assessment.

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Chen, Feng, Arthur Kraft, and Ira Weiss. "Tax Planning by Mutual Funds: Evidence From Changes in the Capital Gains Tax Rate." National Tax Journal 64, no. 1 (March 2011): 105–34. http://dx.doi.org/10.17310/ntj.2011.1.05.

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Cordier, Jean, and Fabio Santeramo. "Mutual Funds and the Income Stabilisation Tool in the EU : Retrospect and Prospects." EuroChoices 19, no. 1 (February 11, 2019): 53–58. http://dx.doi.org/10.1111/1746-692x.12210.

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Nazarov, V. P. "Western Experience in Strategic Planning for National Security." MGIMO Review of International Relations 12, no. 5 (November 18, 2019): 12–23. http://dx.doi.org/10.24833/2071-8160-2019-5-68-12-23.

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The purpose of this article is to provide an overview of the best Western practices in strategic planning with the view to improve the effectiveness of the Russian Federation national security policy in the face of new challenges and threats.Having analyzed Western approaches to ensuring national security, the article concludes that the political and governance practice needs to include more of strategic planning elements, such as strategic forecasting, monitoring, and national security assessment. Based on applicability to the Russian environment, the article particularly focuses on the American experience in strategic planning and discusses the origins and nature of the ideologeme of Americentrism that has dominated the American politics since 1990s. The author reveals how important role the use of soft power in specific national interests plays in the government policy for national security purposes and concludes that interrelation and mutual influence between planning and governance are indispensable.Having analyzed the Western practices, the article demonstrates the need to adjust significantly the strategic goal setting, first and foremost in Russia’s essential strategic planning documents.

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Balfors, Berit, and Jan Schmidtbauer. "Swedish Guidelines for Strategic Environmental Assessment for EU Structural Funds." European Environment 12, no. 1 (January 2002): 35–48. http://dx.doi.org/10.1002/eet.274.

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Jurkevičius, Martynas, Virgaudas Puodžiukas, and Alfredas Laurinavičius. "Implementation of Road Performance Calculation Models Used in Strategic Planning Systems for Lithuania Conditions." Baltic Journal of Road and Bridge Engineering 15, no. 3 (August 14, 2020): 146–56. http://dx.doi.org/10.7250/bjrbe.2020-15.489.

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Deficiency or inadequate allocation of road maintenance and development funds leads to total road network degradation. In order to ensure proper condition of road pavement with a limited budget, we need road maintenance optimisation for the entire road network. The road maintenance optimisation can be achieved using knowledge-based strategic planning systems. The collection and analysis of necessary data help design different road maintenance long-term strategies. The output results help select priorities for road maintenance and proper fund allocation. Optimal road maintenance strategy is the way to keep a fairly good road network with available funds. In addition, the road user costs can be reduced. The aim of this paper is to offer a road maintenance management system for Lithuanian conditions. The model will help evaluate the performance of the current road network and prepare a multi-year priority list for road works.

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Mohmad Adnan, Nurul `Izzati, and Dian Indrayani Jambari. "Mutual Understanding Determinants for Effective Communication in Business and IT Strategic Alignment Planning." International Journal on Advanced Science, Engineering and Information Technology 6, no. 6 (December 25, 2016): 914. http://dx.doi.org/10.18517/ijaseit.6.6.1376.

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Dupuy, Claude, Stéphanie Lavigne, and Dalila Nicet-Chenaf. "Where Do “Impatient” Mutual Funds Invest? A Special Attraction for Large Proximate Markets and Companies with Strategic Investors." Journal of Mathematical Finance 06, no. 04 (2016): 502–23. http://dx.doi.org/10.4236/jmf.2016.64040.

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Tengeh, Robertson Khan. "The practice of strategic planning: Managers’ perception of its usage by non-profit organisation in the Western Cape." Journal of Governance and Regulation 4, no. 4 (2015): 714–19. http://dx.doi.org/10.22495/jgr_v4_i4_c6_p6.

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This paper investigates strategic planning to understand managers’ perception of its benefits to Non-Profit Organisations (NPOs). The investigation was preceded by a review and repertoire of theoretical evidence of NPOs integration of strategic planning in support of management function: a management tool designed for and used mainly by businesses. The study was based on the application of quantitative data collection and analysis to understand respondents’ perceptions. The paper found considerable increase and popularity in the usage of strategic planning by NPOs having learned about its benefits from prior working experience in businesses. Even though, there is an increase in NPOs’ usage of strategic planning because of envisaged benefit, other NPOs’ Managers simply do not have enough time, skills and resources to deploy them in their respective NPOs. With limited and competitive funding, the use of strategic planning becomes competitive imperatives for NPOs seeking to attract the much needed funds to support and promote their operations in South Africa.

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Fauzi, Ahmad. "PERAN BPKH TERHADAP PENGEMBANGAN PASAR MODAL SYARIAH DALAM UU NOMOR 34 TAHUN 2014 TENTANG PENGELOLAAN KEUANGAN HAJI." Bilancia: Jurnal Studi Ilmu Syariah dan Hukum 13, no. 2 (December 30, 2019): 201–32. http://dx.doi.org/10.24239/blc.v13i2.493.

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Law Number 34/2014 concerning Hajj Financial Management, mandates to establish a special hajj financial management body (Hajj Fund Management Agency, BPKH) tasked with managing the revenue, development, expenditure, and accountability of Hajj finance. BPKH has the authority to manage hajj funds around IDR 115 trillion as of April 2019. BPKH must place these funds into sharia investment instruments, taking into account safety, prudence, value of benefits and liquidity. According to Government Regulation Number 5/2018 (PP No. 5/2018), a minimum of 15% of the pilgrimage funds will be placed on the Islamic capital market. The form can be State Sharia Securities, Bank Indonesia Sharia Certificates, sharia shares, sukuk, mutual funds and various other sharia securities recognized by the Financial Services Authority (OJK). BPKH's investment in the Islamic Capital Market will gradually increase to 35% in 2021 with the amount estimated to reach IDR 47.35 trillion. The strong role of the increasing Islamic Capital Market in forming market capitalization (the Composite Stock Price Index, IHSG) indicates that the Islamic Capital Market has a large role in driving economic growth in Indonesia. So BPKH investment has a strategic position in the effort to develop the Islamic Capital Market in Indonesia.

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Rudkovskaya, Olga, and Vladimir Gerasenko. "Building a model of strategic financial planning for an organization." University Economic Bulletin, no. 40 (March 1, 2019): 174–81. http://dx.doi.org/10.31470/2306-546x-2019-40-174-181.

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The article considers approaches to the definition of strategic financial planning, reveals their shortcomings and advantages. Objective: To create a methodological basis for the development of the organization's financial strategy. Methodology: The article is based on the results of research of modern domestic and foreign theories of strategic planning. Application of the results: Increase the validity of the management decisions made based on the results of strategic financial planning. Conclusions: Strategic financial planning is proposed to be considered from the point of view of the system and process approach, which will allow to create an effective functional apparatus, including a system of goals and objectives, principles and tools for the formation and use of financial resources to carry out the activities on developing the directions of organization growth. The formed algorithm of developing a strategic financial planning model allows to take into account the organization’s life cycle stage and its market position in the industry when determining the target parameters of financial development in the long term perspective. An indicator of maximizing the return to capital represented by own and borrowed funds is proposed as a key indicator of the model under consideration. Complying with the set of limitations developed, this indicator provides a more reliable and comprehensive assessment of organization’s development planned directions.

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Верховская and Elena Verkhovskaya. "Strategic Planning in Municipal Entities Based on Socio-Cultural Potential." Economics 3, no. 2 (April 17, 2015): 16–20. http://dx.doi.org/10.12737/10837.

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The current socio-economic situation at hand in the municipal entities, has intensified their mutual competition for resources, required for successful development of territories, of which these entities are in charge for. The paper reveals the core of one of the approaches, relevant for resolving the said problem. The author presents practical experience of applying socio-cultural approach, which is based upon humanitarian resources of a territory, when a municipal entity carries on strategic planning in order to elaborate programs of socio-cultural development of municipal territory under its authority. Several cases of successful implementation of the said approach by municipal entities of the Tula Region are provided. Also, the paper provides overview of innovations and guidelines in the sphere of strategic planning, stipulated by provisions of the enacted Federal Law of the Russian Federation as of 28.06.2014 № 172-FZ “On Strategic Planning in the Russian Federation”.

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Pasha, Obed Q., Theodore H. Poister, and Lauren H. Edwards. "Mutual Relationship of Strategic Stances and Formulation Methods, and Their Impacts on Performance in Public Local Transit Agencies." Administration & Society 50, no. 6 (May 29, 2015): 884–910. http://dx.doi.org/10.1177/0095399715587524.

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This study is a continuation of previous work that emphasizes an alignment between the internal management (strategy formulation) of public organizations and their environment (strategic stance). As public organizations formulate strategy through strategic planning or logical incrementalism, they relate to their external environments through the strategy stances of prospector or defender. Current research asserts that organizations with a prospector stance perform better when they adopt logical incrementalism, whereas organizations with a defender stance perform better when they formulate their strategy through formal strategic planning (FSP). Our study on the transit industry, however, could not find support to these assertions.

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Fitzpatrick, Brian D., Ethan McWilliams, and David B. Vicknair. "Evolving American Investing Attitudes: The Hybrid Shift In Mutual Fund Distribution." Journal of Business & Economics Research (JBER) 10, no. 11 (October 26, 2012): 613. http://dx.doi.org/10.19030/jber.v10i11.7360.

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This paper studies the dramatic evolution in the way American investors choose to invest in the mutual fund industry. The industrys change from direct-to-shareholder model to a third-party distribution model is discussed, as well as the implications for future mutual fund investors. Ever since the first recorded asset and debt managers arose in the 14th and 15th centuries in Europe, investing has grown into a tug-and-pull type of system that the human mind seems drawn to. The way that Americans choose to invest their money is changing as we enter the 21st century and the new methods and procedures are having a greater impact than many of us realize. In the U.S., trillions of dollars each year are invested in mutual funds, but more and more investors are taking a less-involved route by allowing financial analysts to choose where their money is invested. In the following pages, we will take a closer look at the mutual fund market and its basic components, the ways that mutual funds have been viewed and traded in the past, and the revolutionary changes that are happening right under our noses that the average American may not even be aware of. With the help of many credible sources, such as the Investment Company Institute, Reflow Investments LLC, and the Financial Planning Journal, the change from direct-to-shareholder mutual fund distribution to third-party intermediary distribution will be explained and the effects these changes has on the average investor will be explored.

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Mesak, IEK. "A Study of Participation Rate, Transparency and Accountability of Special Autonomy Funds Management in Jayapura." Journal of Social and Development Sciences 7, no. 1 (April 15, 2016): 18–30. http://dx.doi.org/10.22610/jsds.v7i1.1226.

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The aim of this study is to identify and review financial planning and management issues from Papua's Special Autonomy Funds in the fields of education and health over a period of 5 years (2008-2012) in Jayapura and to assess what issues of public concern in that planning and management. The observed object of study is the input, output and outcome of the implementation of the planning and budgeting of Special Autonomy funds related to the services for indigenous people in the education and health sectors in Jayapura. The population in this study is the local work units (SKPD) that manage the funds in both sectors and legislature in the government of Jayapura. The sampling techniques are non-multistage random sampling, non-random and purposive sampling. Data collection is through (1) Questionnaire. (2) Interviews (3) Study of Literature (4) Focus Group Discussion. All the collected date was analysed through the descriptive statistics and case studies. The results show that the medical staff at the health centres (Puskesmas dan Pustu), teachers and principals at the education centres as well as society consider that that level of participation, transparency and accountability in the management of public funds is less satisfactory for indigenous Papuans. Planning through village and districtâ€™s development planning meetings (Musrenbang) do not get involved health and educational institutions. The community is more involved in the planning process of the Strategic Plans of Village Development (Respek) Funds than the use of special autonomy funds; therefore the information about spending of Respek funds is easier obtained than the government spending on the special autonomy fund. In the compilation of the Proposed Definitive Plan, Development Planning Agency (Bapeda) need to get involved all SKPDs as fund users and the discussion of the Plan needs more consistency in funds allocation of the priority sectors as indicated in the Law 21 of 2001.

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Clement, Keith, and John Bachtler. "REGIONAL DEVELOPMENT AND ENVIRONMENTAL GAIN: STRATEGIC ASSESSMENT IN THE EU STRUCTURAL FUNDS." European Environment 7, no. 1 (January 1997): 7–15. http://dx.doi.org/10.1002/(sici)1099-0976(199701)7:1<7::aid-eet98>3.0.co;2-l.

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Majama, Nomsa Sisi, and Tebogo Israel ‘Teddy’ Magang. "Strategic Planning in Small and Medium Enterprises (SMEs): A Case Study of Botswana SMEs." Journal of Management and Strategy 8, no. 1 (February 3, 2017): 74. http://dx.doi.org/10.5430/jms.v8n1p74.

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Although small and medium enterprises contribute immensely to the economy of a country, they are characterised by low performance and high failure rate which is often blamed on lack of resources such as funds, land and skilled labour. Many business management specialists argue that even on the availability of such resources, some SMEs still fail due to lack of strategic planning. Extent literature indicates that formal strategic planning improves business performance as it involves deriving a game plan that enables SMEs to anticipate and respond to the turbulent market by arranging their resources and capabilities accordingly. As such, this research investigates the status of strategic planning by SMEs in Botswana. The study also investigates the perceived value of Strategic Planning by SME owner managers, and the extent of planning as well as identifying the barriers that prevent effective strategic planning. Using semi-structured interviews of 36 Small and Medium firms selected across several sectors, the study finds that strategic planning efforts do exist within SMEs but most of these firms engage in strategic planning activities to a limited extent. The study also finds several barriers, which contribute to lack of strategic planning. For instance, the study finds that most SME owner/managers have limited knowledge in the area of strategic planning. Some indicated that they do not plan because of the size of the business. Whereas some admitted that they still possess the traditional based thinking where most business decisions are based on intuition. The findings of this study have implications for policy decision makers and SME owner managers.

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Thuan, Nguyen Quang. "China’s Strategic Adjustments." China Report 53, no. 3 (July 24, 2017): 367–85. http://dx.doi.org/10.1177/0009445517711522.

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After the eighteenth Congress of the Chinese Communist Party, China adjusted its diplomatic strategy and transformed its pattern of economic development. This has had and will continue to have both a positive and a negative impact on the international financial institutions and the regional and global economy. The ‘One Belt, One Road’ (OBOR) strategy, combined with the Asian Infrastructure Investment Bank (AIIB) and the internationalisation of the yuan, is the main focus, and exerts a strong impact on the existing international financial institutions as well as the economic relations between China and many other countries in the world. It has attracted many developed and developing countries to join the AIIB. It also has made many emerging economies become closely linked to China. Moreover, it contributes to the emergence of many ‘asymmetric’ pairs of economic relations between China and its neighbours. China is now connected with Europe through an overland route as well as through the boosting of economic, trade and investment ties between Asia and Europe. Furthermore, while Europe has been concerned about China’s unfair competition and the dependence on Chinese investment, ASEAN has increasingly deepened the mutual economic dependence between itself and Beijing. A negative outcome of this is the rising economic dependence on China of quite a few ASEAN member states, including Vietnam.

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Tapson, DR. "Using a strategic management approach to improve the development impact of public sector funds." Development Southern Africa 12, no. 2 (April 1995): 259–64. http://dx.doi.org/10.1080/03768359508439810.

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Sah, Vivek, Owen Alan Tidwell, and Alan James Ziobrowski. "The predictive abilities and persistence of Morningstar ratings: an examination of real estate mutual funds." Journal of Property Research 28, no. 3 (September 2011): 249–67. http://dx.doi.org/10.1080/09599916.2011.577902.

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Buletova, N. E., and I. G. Atarshchikova. "Problems of implementing municipal programs in the Russian Federation and prospects for introducing design technologies for strategic management." Economic Analysis: Theory and Practice 19, no. 6 (June 29, 2020): 1056–83. http://dx.doi.org/10.24891/ea.19.6.1056.

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Subject. The article considers the issue of budgetary funds utilization efficiency when implementing municipal programs. Objectives. The aim is to determine, if performance audit of municipal programs for construction of social facilities can identify and systematize problems related to development, implementation, and financing of the strategic planning document; to develop proposals for solutions, taking into account the possibilities for enhancing the efficiency of public spending, including through the use of project management. Methods. We employ traditional methods of systems analysis and methods relevant to performance audit, like documentary analysis, observation, etc. Results. The study identified and classified problems typical of development and implementation of municipal programs for capital construction of social facilities. The findings were partially confirmed by the reports of the Volgograd Chamber of Control and Accounts. We substantiate the importance of project-based approach to strategic planning, which differs from the process approach and enables increased efficiency of public funds utilization. Conclusions. The paper shows weaknesses of program-based approach to implementing the strategic objectives of municipalities, like inaccuracies in the statutory regulation of construction stages with the use of budgetary investments, the lack of detailed and accessible database for auditing, etc. We present our recommendations for enhancing the implementation of municipal programs, including through the introduction of project management technologies.

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Boumda, Beatrice, Darren Duxbury, Cristina Ortiz, and Luis Vicente. "Do Socially Responsible Investment Funds Sell Losses and Ride Gains? The Disposition Effect in SRI Funds." Sustainability 13, no. 15 (July 21, 2021): 8142. http://dx.doi.org/10.3390/su13158142.

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An increasing percentage of the total net assets under professional management is devoted to ethical investments. Socially responsible investment (SRI) funds have a dual objective: building an investment strategy based on environmental, social, and corporate governance (ESG) screens and providing financial returns to investors. In the current study, we investigate whether this dual objective has an influence on the behavior of mutual fund managers in the realization of gains and losses. Evidence has shown that most investors in SRI funds invest in those funds primarily because of their social concerns. If the motivations of SRI managers align with those of SRI investors, SRI managers might then have more incentives than conventional managers to hold onto losing stocks if they feel their social value compensates for the economic loss. We hypothesize that SRI managers would be less prone to the disposition effect than conventional managers. Pertaining to the disposition effect, we do not find evidence of a difference in the behavior of SRI fund managers compared with that of conventional fund managers. Our results hold, even when considering market trends, management structure, gender, and prior performance.

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Иванушко, Дмитрий, Dmitriy Ivanushko, Татьяна Харитонова, Tatyana Kharitonova, Татьяна Кривошеева, Tatiana Krivosheeva, Арвид Дрон, and Arvid Dron. "MANAGERIAL STRATEGIES AND POLICIES AS CONDITIONED BY THE CHANGING EXTERNAL ENVIRONMENT." Services in Russia and abroad 7, no. 9 (December 25, 2013): 39–51. http://dx.doi.org/10.12737/1847.

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The article focuses on strategic management, planning and decision-making conditional on varied and varying external environment/s. The authors consider four management types, which are further ranked according to market prediction possibilities and the managerial confidence in and commitment to a strategy. Emphasis is laid on the expediency of altering the strategic plan as a response to hostile external factors interference. The authors also propose that external factors be classified in accordance with their relevance for and effect on flows of funds and, ultimately, business performance.

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Fabbri, Emanuele. "Strategic planning and foresight: the case of Smart Specialisation Strategy in Tuscany." foresight 18, no. 5 (September 12, 2016): 491–508. http://dx.doi.org/10.1108/fs-06-2015-0036.

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Purpose Within the theoretical framework of Regional Innovation Systems, the purpose of the paper is to introduce an innovative methodological scheme for strategic planning decisions in public administrations, based on foresight, roadmapping and large participation processes. Design/methodology/approach Starting from the main literature contribution on Regional Innovation Systems, foresight and decision-making processes, an innovative methodology has been elaborated for strategic planning, based on innovation and large participation processes. A practical application is also described with regards to strategic planning in Tuscany (IT) for Smart Specialisation Strategy (S3). Findings On a practitioner perspective, the methodology elaborated addresses strategic planning uncertainties, both when problem setting and in solution finding; a detailed application is provided, easily to be adapted to other regions, and main findings are related to regional innovation governance enforcement. Research limitations/implications Being the Tuscany S3 in the implementation phase, it is not possible to verify the adequacy of alternatives selected. Only mid-term evaluations will allow a deeper insight on the effectiveness of the methodology adopted. Practical implications The methodology represents a useful tool for public administrations in charge of strategic planning and in particular for S3, as an ex ante requirement for European Structural and Investment Funds. The description of the case of Tuscany provides practical hints for the methodology application. Social implications The methodology presents interesting social implications related to the large involvement of stakeholders and quadruple helix within regional strategic planning. Originality/value Within the framework of Regional Innovation Systems, strategic planning decisions are addressed with a scheme based on foresight and large participation processes. European Commission requirements are fully taken into consideration by the methodology. The methodology is easy to be adopted and customised to specific needs of other regions.

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Murray, P., R. Haux, and N. Lorenzi. "Let a Thousand Flowers Bloom: Transition towards Implementation of the IMIA Strategic Plan." Methods of Information in Medicine 46, no. 06 (2007): 625–28. http://dx.doi.org/10.1055/s-0038-1625419.

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Summary Objective : IMIA, the International Medical Informatics Association, has adopted the IMIA Strategic Plan, “Towards IMIA 2015”. In order to turn the vision into reality, we invite all members of IMIA, and others with an interest in our work, to engage in activities designed to achieve the key strategic goals of the plan. Methods : IMIA members and others are invited to study the IMIA Strategic Plan, and consider developing, or contributing to, proposals that can support the implementation of one or more parts of the Strategic Plan. IMIA has allocated a proportion of reserve funds for projectssupporting the implementation of the plan, and proposals can be submitted to the Interim Vice President for Strategic Planning Implementation. Results and Conclusions : Several projects are already being undertaken to support implementation of the IMIA Strategic Plan. IMIA looks forward to its members undertaking further projects, targeted at achieving its strategic goals and making the vision a reality by 2015.

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Glasson, John. "Regional planning and sustainability: Towards integration in the Uk and EU." Spatium, no. 10 (2004): 1–11. http://dx.doi.org/10.2298/spat0410001g.

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A key premise of the paper is that the regional level of planning is a particularly appropriate level for the integration of biophysical and socio-economic development issues. The UK, and the European Union (EU) more generally, have witnessed some important developments in regional planning practice over the last decade which have sought to encourage such integration. The paper reviews examples of innovative applications of Strategic Environmental Assessment (SEA) and Sustainability Appraisal (SA), in relation to EU Structural Funds, the new generation of UK Regional Plans, and UK Multi-Model Transport Corridor studies. It concludes with an appraisal of progress to date towards the goal of a more integrated approach.

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Journal articles on the topic 'Strategic planning Mutual funds'

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