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Journal articles on the topic 'Systematic Investment Plan (SIP)'

Author: Grafiati

Published: 7 June 2025

Last updated: 17 July 2025

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1

Shrestha, Sajeeb Kumar, and Jagadish Bhatta. "Understanding the Key Drivers of Systematic Investment Plan Investment Behavior." NPRC Journal of Multidisciplinary Research 1, no. 6 (2024): 168–74. http://dx.doi.org/10.3126/nprcjmr.v1i6.71814.

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This study aims to examine the key determinants of Systematic Investment Plan (SIP) investment behavior in Nepal, specifically focusing on the relationship between various influencing factors and investment decisions. The study uses both descriptive and causal research designs to explore the connection between factors such as investment behavior, risk tolerance, awareness level, investment objective, and financial freedom with SIP investment. The research was conducted with a sample of 99 young investors from Kathmandu, Nepal, using a structured questionnaire and employing Correlation, and Reg

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Prof., Mhaskar Ranjita Girish. "Investor's Preference Towards Systematic Investment Plan in A Mutual Fund." International Journal of Advance and Applied Research S6, no. 16 (2025): 291–94. https://doi.org/10.5281/zenodo.15146216.

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<em>All individual desire to be financially healthy and secured .There are multiple investment options available in the market. Many common people wanted to investment in share market but the inadequate knowledge of capital market and lack of profession expertise common investor are still hesitant to invest in capital market.</em> <em>Mutual fund is the most suitable investment platform for the common man as it offer to invest in a diversified professionally managed basket of securities at a relative low cost .Now a days SIP( systematic Investment Plan ) very popular in the market .The SIP pla

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P, Dharani, and R. Hemavathy. "Performance Analysis of Systematic Investment Plan (SIP) in Thematic Funds." International Journal of Science and Research (IJSR) 14, no. 5 (2025): 277–82. https://doi.org/10.21275/mr25501074633.

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

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

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S, Suganthi Priya. "Systematic Investment Plan - Mutual Fund." Shanlax International Journal of Commerce 7, S3 (2019): 85–89. https://doi.org/10.5281/zenodo.2572434.

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To state in simple words, a mutual fund collects the savings from small investors, invest them in government and other corporate securities and earn income through interest and dividends, besides capital gains. It works on the principle of ‘small drops of water make a big ocean’. SIP investment is investing a fixed amount of money every month in a mutual fund of investors choice. This is ideally suited to people who save a fixed amount of money every month and want to invest as and when they earn instead of waiting for the money to accumulate.

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M, Vijiyakumar, and Kabirdoss Devi. "RISK AND RETURN ANALYSIS OF SIP V/S LUMP SUM INVESTMENT IN MUTUAL FUND SCHEME (EQUITY & HYBRID & ELSS)." INTERNATIONAL JOURNAL OF ADVANCED RESEARCH IN COMMERCE, MANAGEMENT & SOCIAL SCIENCE 07, no. 02(II) (2024): 49–54. http://dx.doi.org/10.62823/7.2(ii).6533.

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This paper conducts a comprehensive risk and return analysis comparing systematic investment plan (SIP) and lump sum investment approaches in various categories of mutual fund schemes, including equity, hybrid, and Equity Linked Savings Schemes (ELSS). The study examines historical data to evaluate the performance, volatility, and risk-adjusted returns of both SIP and lump sum investments over different time horizons. Key metrics such as annualized returns, standard deviation, Sharpe ratio, and maximum drawdown are employed to provide insights into the comparative risk and return profiles of t

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Preety, Dr, Mr Upkar Tyag, and Dr Dolly Vaish. "An Investigation into How Investors Perceive Systematic Investment Plan." INTERANTIONAL JOURNAL OF SCIENTIFIC RESEARCH IN ENGINEERING AND MANAGEMENT 08, no. 03 (2024): 1–11. http://dx.doi.org/10.55041/ijsrem29228.

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Abstract -This research paper investigates how investors perceive systematic Investment plans in India. SIP is a popular investment option in which investors make regular investments at fixed intervals. Investment decision-makingdepends upon many factors influenced by the Investor’s Behaviour. The composition of investors and their perspectives significantly influence the decision-making process when it comes to selecting specific investment options. In this study, I have collected data from a sample of 400 participants who are engaged in Systematic Investment Plans (SIPs) and reside in the ci

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Saini, Mrs Pratibha, and Dr Komal Rani. "An Empirical Examination of Factors Affecting SIP Adoption in Noida Region." INTERANTIONAL JOURNAL OF SCIENTIFIC RESEARCH IN ENGINEERING AND MANAGEMENT 08, no. 03 (2024): 1–13. http://dx.doi.org/10.55041/ijsrem29005.

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Investment, appertained to as the conception of remitted consumption, which might correspond to copping an asset, rendering a loan, keeping the saved finances in a bank account similar that it might induce profitable returns in the future. The deployment of financial resources is undertaken with the objective of achieving fresh income or an increase in value. SIP has played a significant part in the Indian fiscal market. It gives openings to small investors to invest their small quantum and to take return of the fiscal market with minimal threat. SIPs are a mode of investment. It's the stylish

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R, Sreelakshmi, and Mahesh Kumar M. "A COMPARATIVE ANALYSIS OF RECURRING SCHEME OF STATE BANK OF INDIA AND SYSTEMATIC INVESTMENT PLAN OF SBI AMC." ICTACT Journal on Management Studies 6, no. 1 (2020): 1133–37. https://doi.org/10.21917/ijms.2020.0157.

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Setting aside a fixed amount of money every month specifically for savings or investment is the best way for wealth maximization. If the question where to invest arises, then everybody probably recommend Recurring Deposits (RD) of banks. For people willing to invest a fixed amount every month rather than a making a single time investment of a huge amount, there are many alternatives with potentially higher returns are available. One such alternative is the Systematic Investment Plan (SIP) which is offered by mutual fund houses. The product works same as bank Recurring Deposits, the difference

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Sunkari, Ruthvik, Vishwa Chaitanya Rudra, Meera Alphy Dr., and Shirisha K. "Mutual Fund Investment Plan." Recent Trends in Computer Graphics and Multimedia Technology 6, no. 3 (2024): 1–3. https://doi.org/10.5281/zenodo.12754464.

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<em>In today's dynamic financial landscape, the management of mutual fund investments demands precision and adaptability. Our project proposes the creation of an automated system tailored to streamline the management of both Systematic Investment Plans (SIPs) and lumpsum investments in mutual funds. This platform aims to empower investors by offering a comprehensive suite of tools and functionalities. Users will be able to create personalized profiles, defining their investment goals, risk appetites, and time horizons. Leveraging advanced algorithms, the system will optimize portfolio allocati

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Sharma, Komal, and Prashant Joshi. "A STUDY ON AWARENESS LEVEL OF INVESTMENT THROUGH SYSTEMATIC PLANS IN MUTUAL FUNDS AMONGST PEOPLE RESIDING IN NORTH AHMEDABAD." Sachetas 2, no. 3 (2023): 31–42. http://dx.doi.org/10.55955/230003.

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Systematic Investment Plan (SIP) is an attractive investment avenue offered by mutual funds in India. In the course of time, SIPs have witnessed significant growth in India, with a considerable increase in the number of SIP accounts and the total amount invested through SIPs both. Investors recognized SIPs in achieving the long- term financial goal and wealth creation tool. The present study aims to investigate the awareness level of investment major financial objectives and factors influencing through systematic plans in mutual funds among people residing in North Ahmedabad. The study employs

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Dhar, Pranam, and Sayan Banerjee. "Does Value Averaging Score Over Rupee Cost Averaging?" Asia-Pacific Journal of Management and Technology 01, no. 03 (2021): 29–33. http://dx.doi.org/10.46977/apjmt.2021v01i03.005.

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Systematic Investment Plan (SIP) has gained immense popularity in India since the last decade. The main reasons behind this popularity have been debarring the commitment of chunk investment and implementation of the auto timing mechanism through Rupee Cost Averaging (RCA). Rupee Cost Averaging yields the benefit by altering the number of units acquired by an investor. The periodical investment amount remains the same. A modified concept of Rupee Cost Averaging is Value Averaging (VA) that shows how periodical investments can be altered to gain more benefits from market fluctuations. The presen

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Sharma, Komal. "PERFORMANCE EVALUATION OF SIP (SYSTEMATIC INVESTMENT PLAN) IN MUTUAL FUNDS: A COMPARATIVE ANALYSIS." International Journal of Management, Public Policy and Research 2, no. 2 (2023): 94–106. http://dx.doi.org/10.55829/ijmpr.v2i2.163.

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The Performance Evaluation of Systematic Investment Plans (SIPs) in Mutual Funds is a crucial way of investment avenue analysis, it aids potential investors in making informed decisions. The present study aims to present a comprehensive comparative analysis of SIPs in selected set of top 30 mutual funds in India through SIPs. The research methodology employed in present study is purposive sampling method of mutual fund schemes based on their SIP returns. The evaluation was implemented using the BSE Sensex for benchmark and 91-day Treasury bills for the risk-free rate. Various tools and techniq

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Prakash Satardekar, Dr Khushboo. "A Study on Digital Transformation in Investment Management: A Comparative Analysis of Traditional SIPs and Fingertip SIPs with Reference to Zerodha and Groww." INTERANTIONAL JOURNAL OF SCIENTIFIC RESEARCH IN ENGINEERING AND MANAGEMENT 09, no. 04 (2025): 1–9. https://doi.org/10.55041/ijsrem44835.

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The increasing prevalence of financial technology has reshaped the investment landscape, particularly in India’s Systematic Investment Plan (SIP) market. Traditional SIPs, once confined to mutual fund distributors and banks, have now been challenged by digital platforms like Zerodha and Groww, which provide “Fingertip SIPs”—an entirely mobile-based, low-cost investment vehicle. This paper presents a comparative analysis of traditional SIPs and Fingertip SIPs by focusing on two leading digital platforms, Zerodha and Groww, assessing their impact on investor behavior, cost-effectiveness, and mar

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Majumdar, Sudipa, Rashita Puthiya, and Nandan Bendarkar. "Application of multi-criteria decision analysis for investment strategies in the Indian equity market." Investment Management and Financial Innovations 18, no. 3 (2021): 40–51. http://dx.doi.org/10.21511/imfi.18(3).2021.04.

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In the Indian equity market, the Systematic Investment Plan (SIP) is the most popular strategy due to its convenience for disciplined investing regardless of market conditions. This study analyzes the excess returns of an extensive dataset of listed Indian companies from 2010 to 2019, along with a value-based version of the Multi-Criteria Decision Analysis (MCDA), to identify top performing stocks, based on their sectors and market capitalization. The findings of the study provide empirical evidence of Value Averaging (VA) as a viable alternative strategy over SIP (also known as Dollar Cost Av

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R, Ms Priyanka. "The Twin Effect of Applicability and Awareness on Perceived Benefits of Systematic Investment Plan (SIP’S) among Gen Z Students: An Exploratory Study." International Journal for Research in Applied Science and Engineering Technology 13, no. 6 (2025): 2027–36. https://doi.org/10.22214/ijraset.2025.72572.

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This exploratory study investigates the twin effects of applicability and awareness on the perceived benefits of Systematic Investment Plans (SIPs) among Generation Z (Gen Z) students in India. Despite the growing digitization and democratization of financial tools, Gen Z a generation characterized by technological fluency often lacks the financial literacy to leverage investment opportunities like SIPs. This research addresses the dual deficiency of awareness (cognitive understanding of SIPs) and applicability (perceived relevance to personal financial situations) as key barriers to SIP adopt

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Sahoo, Aditya Prasad. "Investor’s Behavior and Mutual Fund - A Study in Cuttack City." ComFin Research 8, no. 4 (2020): 18–22. http://dx.doi.org/10.34293/commerce.v8i4.3341.

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In the fastest-growing economy of India, the mutual fund industry puts an emerging footprint in economic growth and development. Mutual funds create a simple and viable path for saving and investment. The mutual fund includes various investment benefits like liquidity, timely return, fund diversification, widespread analysis monetary allocation vis-à-vis a full disclosure of fund management. There are various investment products available for investment in the financial market. However, all these investment products must be able to meet an investor’s expectations? Hence to know the investor’s

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Trupti Gaikwad, Ruta Vaidya, Snehal Kulkarni, and Snehal Jadhav. "Maximizing Returns with Linear Programming in Systematic Investment Plans." International Research Journal on Advanced Engineering and Management (IRJAEM) 3, no. 03 (2025): 444–48. https://doi.org/10.47392/irjaem.2025.0070.

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Systematic Investment Plans (SIPs) have gained popularity as a disciplined approach to investing, allowing individuals to invest fixed amounts at regular intervals. However, optimizing the allocation of funds across various assets to maximize returns while minimizing risk remains a challenge. This paper explores the application of Linear Programming (LP) in optimizing SIPs. Using Python, the investment problem has been formulated as a linear programming model. It demonstrates how investors can maximize returns subject to constraints such as budget, risk tolerance, and investment horizon. The r

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Nidhi, Aggarwal, and Raminder Pal Singh Dr. "A Study of Investor's Behaviour towards Mutual Fund with reference to District Moga (Punjab)." RESEARCH REVIEW International Journal of Multidisciplinary 03, no. 08 (2018): 108–15. https://doi.org/10.5281/zenodo.1341734.

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Mutual fund sector is growing very fast in India. It contributes to large extent in the development of Indian economy. It is a pool that collects money from its subscribers and invest money in equity, bonds and other securities. Mutual fund is managed by fund house managers who are professionally qualified. Subscriber or investors holds units in proportion to their investment amount. Each unit has NAV(Net asset value). The money can be invested in lump sum or through systematic investment plan. Investment in mutual is simple and may earn higher returns in longer period of time. Mutual funds pr

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Shubham, Shirke, and Kumar Adarsh. "Analyzing the effect of Mutual Fund Distributors on Building Long-Term Investor Relationships Through Systematic Investment Plans (SIPs)." International Journal of Contemporary Research in Multidisciplinary 4, no. 1 (2025): 132–40. https://doi.org/10.5281/zenodo.14893999.

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The Indian mutual fund industry has experienced significant growth, underpinned by rising financial literacy and innovative investment solutions like Systematic Investment Plans (SIPs). This study investigates the pivotal role of mutual fund distributors in fostering long-term investor relationships through SIPs, with a focus on NJ India Invest Pvt. Ltd. Distributors act as critical intermediaries, bridging the gap between fund houses and investors by offering personalized advice, fostering financial awareness, and ensuring disciplined investing. Using a mixed-method approach, the research inc

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Pragnesh, S. Chaudhary, and Ramesh H. Davada Dr. "NAVIGATING THE LANDSCAPE OF MUTUAL FUND INVESTMENTS IN INDIA: CHALLENGES AND OPPORTUNITIES." INTERNATIONAL EDUCATION AND RESEARCH JOURNAL - IERJ 10, no. 12 (2024): 159–64. https://doi.org/10.5281/zenodo.15592762.

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Mutual fund investments in India have gained immense popularity in recent years due to their ability to provide diversification, professional management, and potential long-term growth. However, despite these advantages, investors face several challenges, including market volatility, high fees, lack of financial literacy, and the risks associated with mis-selling and complex tax implications. This article explores both the challenges and opportunities associated with mutual fund investments in India. It examines how factors such as increasing investor awareness, the rise of digital platforms,

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Pragnesh, S. Chaudhary, and Ramesh H. Davada Dr. "NAVIGATING THE LANDSCAPE OF MUTUAL FUND INVESTMENTS IN INDIA: CHALLENGES AND OPPORTUNITIES." INTERNATIONAL EDUCATION AND RESEARCH JOURNAL - IERJ 10, no. 12 (2024): 159–64. https://doi.org/10.5281/zenodo.15597898.

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Mutual fund investments in India have gained immense popularity in recent years due to their ability to provide diversification, professional management, and potential long-term growth. However, despite these advantages, investors face several challenges, including market volatility, high fees, lack of financial literacy, and the risks associated with mis-selling and complex tax implications. This article explores both the challenges and opportunities associated with mutual fund investments in India. It examines how factors such as increasing investor awareness, the rise of digital platforms,

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Sihag, Sumeet. "Analysis of Investor's Behaviour in Mutual Funds with Reference to SIPs." INTERNATIONAL JOURNAL OF SCIENTIFIC RESEARCH IN ENGINEERING AND MANAGEMENT 09, no. 04 (2025): 1–7. https://doi.org/10.55041/ijsrem44945.

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Abstract—Systematic Investment Plans (SIPs) have become a popular investment strategy, offering a structured approach to wealth creation. This study investigates the factors influencing SIP investment behavior, particularly focusing on monthly income, risk perception, and digital platform usage. Using correlation and regression analysis, the study examines how these variables impact investor decisions and contribute to SIP adoption. The results reveal a strong positive correlation between higher monthly income and increased SIP investments, indicating that individuals with greater financial re

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Swarnakar, Prof Ekta, and Mrs Nikita Ankit Sanghavi. "A Study on Systematic Investment Plan." International Journal of Research Publication and Reviews 4, no. 6 (2023): 189–92. http://dx.doi.org/10.55248/gengpi.4.623.44795.

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NAIK, PRASHANT P., and GEETHA R. "An Analysis on Investor’s Investment Pattern on Mutual Fund by Using Sip with Special Reference to Motilal Oswal PVT. LTD Honnavar Karnataka." INTERANTIONAL JOURNAL OF SCIENTIFIC RESEARCH IN ENGINEERING AND MANAGEMENT 08, no. 12 (2024): 1–9. https://doi.org/10.55041/ijsrem40205.

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he Indian mutual fund industry has undergone significant transformation, evolving from a state-controlled sector to a dynamic marketplace driven by private participation and regulatory reforms. This research delves into investor behavior patterns with a particular emphasis on the adoption of Systematic Investment Plans (SIPs) as a preferred method for mutual fund investments. With Motilal Oswal Pvt. Ltd. as a focal point, the study investigates the strategies employed to promote SIPs, the role of technological advancements in enhancing accessibility, and the importance of investor education in

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Kulkarni, Dr Manisha, Dr Jayasri Murali Iyengar, and Mr Naved Afaque. "Exploring the investors' awareness and decision-making in the context of mutual funds and SIP." INTERANTIONAL JOURNAL OF SCIENTIFIC RESEARCH IN ENGINEERING AND MANAGEMENT 07, no. 11 (2023): 1–11. http://dx.doi.org/10.55041/ijsrem26714.

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This research delves into the realm of investor awareness and decision-making within the context of mutual funds and Systematic Investment Plans (SIPs). In an era characterized by financial complexity and a continually evolving array of investment options, there arises an imperative need to comprehend the dynamics that underlie investors' decision-making processes. Our study is dedicated to unveiling the factors that contribute to investor awareness and the key elements that influence their choices in the realm of mutual fund investments and SIPs. Employing a comprehensive questionnaire, we co

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K V, PUNITH, and GEETHA R. "A Comparative Analysis on LIC Policies and Other Investment Avenues Using Sip as an Investor with Special Reference to Life Insurance Corporation JP Nagar, Bangalore." INTERANTIONAL JOURNAL OF SCIENTIFIC RESEARCH IN ENGINEERING AND MANAGEMENT 08, no. 12 (2024): 1–9. https://doi.org/10.55041/ijsrem40209.

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This study presents a comparative analysis of Life Insurance Corporation (LIC) policies and other investment avenues through Systematic Investment Plans (SIPs), focusing on their effectiveness from an investor's perspective. With special reference to LIC's operations in JP Nagar, Bangalore, the research evaluates key parameters such as risk, returns, liquidity, tax benefits, and long-term financial security. The analysis highlights the role of LIC policies as a traditional and secure investment choice, compared to SIPs that offer higher growth potential but with greater market risk. By assessi

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PACHIYAPPAN, Sathish, Ankita SHRIVASTAVA, V. John Paul RAJ, and Saravanan VELLAIYAN. "Autoregressive Distributed Lag Approach for Estimating the Nexus between Net Asset Value of Mutual Fund and Economic Determinants in India." Theoretical and Practical Research in the Economic Fields 14, no. 1 (2023): 186. http://dx.doi.org/10.14505/tpref.v14.1(27).15.

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India has seen a phenomenal growth in cumulative mutual fund investment from Rs 7.93 trillion in 2012 to Rs 40.38 trillion in 2022, which is more than a five-fold increase since last 10 years. Retail investors are now realizing the power of savings and Systematic Investment Plans (SIP) to build long term wealth. A financial literacy wave which is sweeping across India has projected mutual funds as a significant contributor and beneficiary of this phenomenon. The evolving economic landscape of India provides investors with excellent opportunities to capitalize on these fluctuations through syst

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Prasad, Laxman, and S. K. Sharma. "A Study On Customer's Preference While Investing In Systematic Investment Plan." Journal of Commerce and Management Thought 6, no. 3 (2015): 477. http://dx.doi.org/10.5958/0976-478x.2015.00029.4.

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Aswini, Adhikari, and Dr K.Maddileti. "A STUDY ON SYSTEMATIC INVESTMENT PLAN WITH REFERENCE TO AXIS BANK." Journal of Science Engineering Technology and Management Sciences 2, no. 7 (2025): 196–206. https://doi.org/10.63590/jsetms.2025.v02.i07.pp196-206.

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Gaver, Jennifer J. "Incentive Effects and Managerial Compensation Contracts: A Study of Performance Plan Adoptions." Journal of Accounting, Auditing & Finance 7, no. 2 (1992): 137–56. http://dx.doi.org/10.1177/0148558x9200700203.

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This study examines the relation between manager-shareholder agency costs and the decision to adopt a long-term performance plan. It is argued that firms with mature investment opportunity sets adopt performance plans to equate manager-shareholder planning horizons. It is also argued that firms undergoing strategic change adopt plans to reduce managerial exposure to risk. Logit analysis on a sample of 81 performance plan adoptions and a random sample of 78 nonadoptions indicates that firms with stagnant investment opportunity sets and firms undergoing strategic change tend to be performance pl

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Sreevarsha, Madipadige, and Dr Vijayakumar Naik. "A Study On Systematic Investment Plan In Mutual Funds At Axis Bank." Journal of Science Engineering Technology and Management Sciences 2, no. 6 (2025): 133–41. https://doi.org/10.63590/jsetms.2025.v02.i07.pp133-141.

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Feldman, Łukasz, Radosław Pietrzyk, and Paweł Rokita. "Multiobjective optimization of financing household goals with multiple investment programs." Statistics in Transition new series 15, no. 2 (2014): 243–68. http://dx.doi.org/10.59170/stattrans-2014-017.

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This article proposes a technique of facilitating life-long financial planning for a household by finding the optimal match between systematic investment products and multiple financial goals of different realization terms and magnitudes. This is a multi-criteria optimization. One of the objectives is compliance between the expected term structure of cumulated net cash flow throughout the life cycle of the household with its life-length risk aversion and bequest motive. The second is financial liquidity in all periods under expected values of all stochastic factors. The third is minimization o

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Perevozova, Iryna. "Economic expertise of a business plan as an instrument of control in the financial justification of an investment project." Zarządzanie Finansami i Rachunkowość 2, no. 1 (2014): 5–12. http://dx.doi.org/10.22630/zfir.2014.2.1.1.

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The article substantiates the role of economic expertise of a business plan, the integral part of which is the expertise of financial justification of an investment project, for making a final decision on its implementation. Special attention is devoted to the issue of real investment assessment, which remains controversial. The article underlines that in the course of economic expertise of financial justification of an investment project it is important to take into account that application of risk measures, used to evaluate the financial investment, will have a number of disadvantages if app

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KEIM, DONALD B., and OLIVIA S. MITCHELL. "Simplifying choices in defined contribution retirement plan design: a case study." Journal of Pension Economics and Finance 17, no. 3 (2017): 363–84. http://dx.doi.org/10.1017/s1474747217000336.

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AbstractThe growth and popularity of defined contribution pensions, along with the government's increasing attention to retirement plan costs and investment choices provided, make it important to understand how people select their retirement plan investments. This paper shows how employees in a large firm altered their fund allocations when the employer streamlined its pension fund menu and deleted nearly half of the offered funds. Using administrative data, we examine the changes in plan participant investment choices that resulted from the streamlining and how these changes might affect part

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Carney, J., T. Conroy, T. Hite, R. Knowles, J. Mays, and R. Nix. "The National Shipbuilding Research Program Advanced Shipbuilding Enterprise: Five Years of Delivering Value, 1998 to 2003." Journal of Ship Production 21, no. 01 (2005): 46–63. http://dx.doi.org/10.5957/jsp.2005.21.1.46.

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The National Shipbuilding Research Program (NSRP) Advanced Shipbuilding Enterprise (ASE) began formally in 1998, with a mission to manage and focus national shipbuilding research and development funding on technologies that will reduce the cost of warships to the US Navy and will establish international shipbuilding competitiveness. A key means for accomplishing this mission was to provide a collaborative forum for improving business, shipbuilding, and ship repair processes. In response to a Navy request, shipyard executives formed Articles of Collaboration, which enabled the execution of a Jo

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Biletska, Natalia, Oleksandr Naumov, and Olga Shepeleva. "Review of existing theoretical and methodological foundations for assessing the investment potential of enterprises in the tourism industry." Ukrainian Journal of Applied Economics and Technology 2024, no. 4 (2024): 378–83. https://doi.org/10.36887/2415-8453-2024-4-57.

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This article is dedicated to reviewing existing theoretical and methodological foundations for assessing the investment potential of enterprises in the tourism industry. The research aims to analyze, systematize, generalize, and improve the existing theoretical and methodological framework for evaluating the investment potential of enterprises in the tourism sector. The article discusses the investment potential of the tourism industry, which is a crucial step in the decision-making process regarding the development and maintenance of competitiveness in this economic sector. A comprehensive ra

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BROVKOVA, Olena. "Financial planning of investment project implementation." Economics. Finances. Law 2, no. - (2022): 12–16. http://dx.doi.org/10.37634/efp.2022.2.2.

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The paper considers the main problems and features of financial planning of the investment project. This topic is relevant because the efficiency of the use of invested funds dictates the need to form an investment policy based on the development of effective investment projects. The paper analyzes the classifications of investment projects, the project cycle, which has the stages of project formulation, project preparation, project examination, project implementation, evaluation of results. The basic schemes of financing of investment projects are offered. In the context of economic globaliza

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Paul, Rahul. "Post Covid-19 Growth of Midcap Mutual Funds in India: A Study on Top Ten Midcap Mutual Funds." South Asian Journal of Social Studies and Economics 21, no. 12 (2024): 159–69. https://doi.org/10.9734/sajsse/2024/v21i12926.

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Since the COVID-19 outbreak, asset management companies (AMCs) have taken the lead in increasing wealth through mutual funds. There are two types of mutual funds: open-ended and closed-ended. With 43 AMCs operating in India and an average asset under management (AUM) of ₹27.12 trillion as of July 31, 2020, equity funds are riskier. According to research, small and midcap funds have more risk and higher returns than large-cap funds, which have lower risk and lower returns. For regular investments in mutual funds, especially midcap funds, Systematic Investment Plans (SIPs) have gained popularity

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Villarreal Peralta, Edna María, Humberto García-Jiménez, and Jorge Alberto Muñan Valencia. "Gobernanza y financiamiento para la inversión verde en el Plan Sonora: Estrategias para el nearshoring y la cooperación transfronteriza." Revista de Ciencias Sociales y Humanidades 34, no. 68 (2025): 46–71. https://doi.org/10.20983/noesis.2025.2.3.

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The present study identifies financing and governance models for attracting Green Foreign Direct Investment (GFDI) in Sonora, with a focus on the development of Public-Private Partnerships (PPPs) and cross-border cooperation with Arizona. The objective is to determine how these mechanisms can strengthen the Sonora Sustainable Energy Plan within the context of nearshoring and energy transition. The methodology employed is a systematic literature review using the SALSA framework (Search, Appraisal, Synthesis, and Analysis), analyzing academic studies, reports from multilateral organizations, and

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Warshawsky, Mark. "Retirement income strategies designed in an expected utility framework." Financial Services Review 26, no. 2 (2017): 113–41. http://dx.doi.org/10.61190/fsr.v26i2.3304.

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Various classes of retirement income strategies are evaluated and their robustness tested in an expected utility framework. Fixed percentage systematic withdrawals from an investment portfolio combined with laddered purchases of immediate life annuities stands out as a superior strategy for retired defined contribution plan participants and IRA holders, yielding better outcomes than alternatives, including longevity insurance. This broad strategy is then applied, step by step, and customized across a wide range of household risk preferences and situations, with due consideration of product cos

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Shi, Rui. "The PDCA(Plan-Do-Check-Act) Cycle’s Roles in Food Quality Improvement." Frontiers in Business, Economics and Management 15, no. 3 (2024): 431–40. http://dx.doi.org/10.54097/zb9p6d79.

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The rising occurrence of food quality incidents in China has greatly diminished consumer trust and endangered market stability, highlighting the urgent requirement for enhanced quality management systems in food firms. This article examines the use of the PDCA(Plan-Do-Check-Act) cycle as a strategic framework to improve food quality management at Hangzhou Lele Food Factory. The analysis identifies specific flaws in the factory's existing quality management methods and applies the PDCA(Plan-Do-Check-Act) cycle to develop focused interventions to rectify these deficiencies. Which also identified

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Wei, Long, and Jian Guo Liu. "Industrial Regulation in Chinese New Energy Sector: Problems and Prospect." Advanced Materials Research 1073-1076 (December 2014): 2512–18. http://dx.doi.org/10.4028/www.scientific.net/amr.1073-1076.2512.

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The investment and industrialization of China’s new energy sector has grown up with a considerable scope and an increasing momentum. However, its backwardness in core technology, market disorder, inconvenience of investment channels and squeezing export market space has been hindering the process at meantime. This paper, by reviewing the new development trend of new energy and policy initiations from various governments, analyzes the defects existing in Chinese industrial regulation against the new energy industry. The results reveals that systematic legislation, executive regulation and imple

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Karmanovich, A. V., and S. A. Mozgov. "Feasibility and design study of investment projects in metallurgy by the example of OJSC «BSW – Management Company of the Holding «BMC»." Litiyo i Metallurgiya (FOUNDRY PRODUCTION AND METALLURGY), no. 2 (June 9, 2020): 29–35. http://dx.doi.org/10.21122/1683-6065-2020-2-29-35.

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The Republic of Belarus has defined requirements for project management, which are recommended for all participants involved in project activities, and provide for the organization of a systematic approach to the development and implementation of projects involving architectural and construction activities for the construction, reconstruction and restoration of buildings and structures. Comprehensive pre-investment study of the project reduces the risk of starting an inefficient project, because in the process of developing the investment justification: the costs associated with construction a

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Lee, Ho Hyun, and Chang Suck Lee. "A Study on the Smart City Development Plan accrding to Vietnam Economic Growth." Korea Real Estate Academy 91 (August 31, 2023): 37–62. http://dx.doi.org/10.31303/krear.2023.91.37.

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1. CONTENTS (1) RESEARCH OBJECTIVES The purpose is to analyze how Vietnam's rapid economic growth affects the development of smart cities, and to derive problems related to it through various analysis based on various data to derive success strategies and measures for the future development of smart cities in Vietnam. (2) RESEARCH METHOD This study approached from a macro perspective and analyzed the overall status of Vietnam's economy and smart city, and through this analysis, the problems of Vietnam's smart city, future success strategies, and implementation plans wer

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Subedi, Yubaraj. "Factors Affecting Investment Decisions of Permanent School Teachers in Pokhara." Journal of Interdisciplinary Studies 12, no. 1 (2023): 143–61. http://dx.doi.org/10.3126/jis.v12i1.65454.

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Investing is the use of money to increase its worth or generate more revenue. This article has been designed to examine the factors affecting investment decision of permanent school teachers in Pokhara. This study is based on causal comparative research design. It has used structured questionnaire to collect information. Samples were selected by multi sampling technique, selecting the than Chhorepatan Resource Center by purposive sampling in the first and selecting 139 permanent school teachers by simple random sampling in the second stage. The Total population of permanent school teachers of

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CLARK, ROBERT, ANNAMARIA LUSARDI, and OLIVIA S. MITCHELL. "Financial knowledge and 401(k) investment performance: a case study." Journal of Pension Economics and Finance 16, no. 3 (2015): 324–47. http://dx.doi.org/10.1017/s1474747215000384.

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AbstractWe explore whether investors who are more financially knowledgeable earn more on their retirement plan investments compared with their less sophisticated counterparts, using a unique new dataset linking administrative data on investment performance and financial knowledge. Results show that the most financially knowledgeable investors: (a) held 18% points more stock than their least knowledgeable counterparts; (b) could anticipate earning 8 basis points per month more in excess returns; (c) had 40% higher portfolio volatility; and (d) held portfolios with about 38% less idiosyncratic r

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Suleiman, Democracy, and Crispin John Mbogo. "Determinants of Emerging Capital Markets Development: A Case of Dar Es Salaam Stock Exchange." International Journal of Engineering, Business and Management 6, no. 3 (2022): 69–78. http://dx.doi.org/10.22161/ijebm.6.3.8.

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This study aims to assess determinants of emerging capital markets development with particular reference to Dar es Salaam Stock Exchange (DSE). Specifically, the study aimed to analyze influence of legal and institutional framework, influence of political and macroeconomic stability and effects of broadening the investors’ base on capital markets development. The study employed time series research design. Data from statistical observations were recorded in a duration of 10 years (2011-202) on capital market development in relation to macroeconomic factors including liquidity in the stock mark

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Li, Yimu, and Serhii Voitko. "Prospects for attracting China's investments in the development of industry 4.0 in Ukraine." INNOVATIVE ECONOMY, no. 1-2 (2020): 23–28. http://dx.doi.org/10.37332/2309-1533.2020.1-2.4.

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Purpose. The aim of the article is identification of factors for attracting foreign investment in the development of technologies of Industry 4.0 in a particular country. Methodology of research. The following approaches and methods are used to achieve this goal: a systematic approach – to take into account the interaction of elements of the economic system; comparative analysis – to compare indicators; differential analysis – to determine growth rates and dynamics analysis of indicators; analysis of sectors of the economy – to determine priority areas. Findings. The feasibility of investing i

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Clark, G. L. "The Anatomy of Corruption: The Practice of Pension Fund Trustee Decisionmaking." Environment and Planning A: Economy and Space 30, no. 7 (1998): 1235–53. http://dx.doi.org/10.1068/a301235.

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The model of pension plan trustee decisionmaking introduced in a previous paper is extended here emphasising aspects of the social psychology of investment decisionmaking, including collegiality and the necessity of justification. To give the analysis structure, I begin with the framing logic of Kahneman and Tversky and introduce three different frames structuring decisionmaking, starting with the ‘weapons of influence’, the ‘strategies of justification’, and, finally, the ‘emotions of relationships’. The focus of the paper is on how and why corruption occurs in trustee decisionmaking, especia

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