Academic literature on the topic 'Unique equity funds'

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Journal articles on the topic "Unique equity funds"

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Manoj, Kumar Dash*. "MUTUAL FUND STRATEGY." INTERNATIONAL JOURNAL OF RESEARCH SCIENCE & MANAGEMENT 4, no. 5 (2017): 112–22. https://doi.org/10.5281/zenodo.573533.

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A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. Hedge funds are not mutual funds; they cannot be sold to the general public and are subject to different government regulations. They are generally the most common investment vehicle for retirement plans, such as the 401(k) in the United States.Mutual funds have both advantages and disadvantages compared to direct investing in individual securities.
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Zhang, Qiaobo. "The Effect of Fund Uniqueness on Fund Flow Sensitivity: An Empirical Study of Chinese Public Mutual Funds." International Journal of Economics and Finance 8, no. 10 (2016): 14. http://dx.doi.org/10.5539/ijef.v8n10p14.

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With the quick development of mutual funds in China, problem of fund homogeneity becomes more and more non-negligible. This paper constructs a uniqueness index to measure the uniqueness of funds in China by applying cluster analysis method and studies the effect of fund uniqueness on fund flow sensitivity with panel regressions. Using the sample of Chinese publicly-traded equity funds over the years at the quarterly frequency, the empirical result shows that fund uniqueness exert a significant impact on fund flows. That is, fund flows respond less sensitively to the past performance of unique
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Bae, Kibeum, and Junesuh Yi. "Performance of Private Equity Funds in Korea." Korean Journal of Financial Studies 49, no. 2 (2020): 163–87. http://dx.doi.org/10.26845/kjfs.2020.04.49.2.163.

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This study analyzes performance of PEFs in Korea. Using the unique return data of 134 private equity funds collected from limited partners (LP) including pension funds, this study explores performance differences by investment step, strategy, timing, and fund size. This study also investigates risk adjusted return, return on economic cycles, and likelihood of performance exaggeration by general partners (GP) on liquidated funds. In addition, this paper examines factors to affect PEF performance. We find that Korean PEF records 6.12% of IRR and 1.22 of investment multiple on average. Fund perfo
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Charoenrook, Anchada, and Pantisa Pavabutr. "A Window into Thai Mutual Fund Managers’ Perception and Decision-Making Process." Review of Pacific Basin Financial Markets and Policies 20, no. 03 (2017): 1750020. http://dx.doi.org/10.1142/s0219091517500205.

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This paper identifies key features of the Thai mutual fund industry and analyzes determinants of those characteristics using unique survey data from 45% of fund managers registered in Thailand in 2012. The Thai mutual fund industry has some unique characteristics. It has experienced rapid growth and is dominated by bank-related funds that are mostly fixed income funds. Equity allocation of the fund industry and our sample funds are below optimal allocation benchmarks. However, country-level allocation is close to optimal, suggesting that Thai investors who invest in equity prefer to do so dire
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Cain, Matthew D., Stephen B. McKeon, and Steven Davidoff Solomon. "Intermediation in Private Equity: The Role of Placement Agents." Journal of Financial and Quantitative Analysis 55, no. 4 (2019): 1095–116. http://dx.doi.org/10.1017/s0022109019000371.

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Intermediation in private equity involves illiquid investments, professional investors, and high information asymmetry. We use this unique setting to empirically evaluate theoretical predictions regarding intermediation. Using placement agents has become nearly ubiquitous, but agents are associated with significantly lower abnormal returns in venture and real estate funds, consistent with investor capture and influence peddling. However, returns are higher for buyout funds employing a top-tier agent and for first-time real estate and venture funds employing an agent, and are less volatile for
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Xiao, Yu. "Private Equity as an Effective Tool for Capital Raising: Legal Risks and Countermeasures." Lecture Notes in Education Psychology and Public Media 8, no. 1 (2023): 392–99. http://dx.doi.org/10.54254/2753-7048/8/20230242.

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Investors have contributed millions of dollars to private equity funds. These funds are now an indelible part of the world of trading. Private equity has gained popularity over the past ten years, which has sparked a number of discussions about it. Some people argue that private equity contributes a lot to the improvement of corporate governance and increase of the wealth. However, some hold the view that although private equity have some advantages, it has serious problems considering the misaligned interests between managers and investors and high debt ratios. By analyzing different opinions
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Kerfoot, Matthew K., Jay R. Alicandri, and Russel G. Perkins. "The ABCs of fund finance: credit facilities for secondaries funds and funds of funds." Journal of Investment Compliance 18, no. 4 (2017): 8–12. http://dx.doi.org/10.1108/joic-08-2017-0053.

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Purpose To review and analyze the key structural considerations secondaries funds and funds of funds must consider when negotiating credit facilities secured by limited partnership (LP) interests. Design/methodology/approach This article provides an overview of the primary issues that arise with credit facilities secured by LP interests. These issues include the ability to provide a perfected security interest in LP interests, understanding a credit facility’s borrowing base and advance rates, and the potential impact of certain types of events of default. Findings Secondaries funds and funds
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Conlin, Michael, and Meg Jalilevand. "Equity and Unrestricted Funds in Special Education." Journal of Education Finance 44, no. 2 (2018): 218–34. http://dx.doi.org/10.1353/jef.2018.a721607.

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abstract: A state's special education funding structure affects both the level of special education services provided and how equitably these services are distributed across districts. Irrespective of the funding system, districts in almost all states use unrestricted funds to pay for special education services not covered by revenue designated for special education. This study focuses on how district wealth and the provision of special education services are related to this use of unrestricted funds. Using a unique panel dataset that includes detailed annual district level financial and enrol
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Vasconcellos, Fabio, and Arilda Teixeira. "Equity Funds in Brazil: A Possible Mitigation for The Global Crises." Revista de Gestão Social e Ambiental 18, no. 2 (2024): e04869. http://dx.doi.org/10.24857/rgsa.v18n2-069.

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Purpose: The study aims to elucidate the capacity of Brazilian equity funds to attenuate the repercussions of global financial crises on their domestic markets. Methods: The research utilized a longitudinal analysis spanning from 2007 to 2021 to investigate the resilience of local equity funds amid worldwide economic disturbances. Results and Discussion: The findings revealed that local equity funds exhibited notable resilience during global economic crises. The heterogeneity of Brazilian assets was inferred to potentially offer advantages for global investors seeking to allocate their resourc
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Dezfouli, Kaveh Moradi, and Lawrence Kryzanowski. "Derivatives, Short Selling and US Equity and Bond Mutual Funds." Quarterly Journal of Finance 06, no. 01 (2016): 1640002. http://dx.doi.org/10.1142/s2010139216400024.

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The use and effect of derivatives and short selling by US equity and bond open-end mutual funds are studied using a large and unique database. We find that the likelihood of their use is positively related to fund size, family size, and fund turnover for both fund types except for short selling by equity funds from larger families. Our findings suggest that funds that use derivatives exhibit significantly higher benchmark-adjusted performances based on both gross- and net-of-fees returns. This is done without adversely affecting market betas, net expense ratios (NERs), or brokerage fees as a p
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Dissertations / Theses on the topic "Unique equity funds"

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Chocholatá, Lucie. "Genderové a (pro)ženské NNO v České republice - reflexe proměny tematického portfolia od vstupu do Evropské unie." Master's thesis, 2016. http://www.nusl.cz/ntk/nusl-353687.

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Non-governmental non-profit organisations (NGOs) constitute an important actor and partner in implementing gender equality and formulating gender-related public policies. Their functioning and thematic portfolios are for the most part influenced by existing possibilities for funding, which have been significantly transformed by the Czech Republic joining the European Union. This research project aims to determine how EU frameworks established in the area of gender-related policies and financial resources derived from them have been influencing the thematic portfolios of gender- focused NGOs in
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Books on the topic "Unique equity funds"

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Smith, David M. Evaluating Hedge Fund Performance. Oxford University Press, 2017. http://dx.doi.org/10.1093/oso/9780190607371.003.0023.

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A diverse set of measures allow investors to evaluate hedge fund portfolio managers’ performance across different dimensions. The various measures quantify the effectiveness of security selection; account for investor flows, operating risk, and worst-case investment scenarios; net out benchmark and peer-fund performance; and control for risk factors that are unique to hedge fund investment strategies. Hedge fund return information in published databases is usually self-reported, which is a conflict of interest that produces several reporting biases and inflated published average returns. After
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Book chapters on the topic "Unique equity funds"

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Rowntree Jones, Carol, Caroline Scothern, Heather Gilbert, and Sue Anderson. "Creating a Forest for Learning." In High-Quality Outdoor Learning. Springer International Publishing, 2022. http://dx.doi.org/10.1007/978-3-031-04108-2_21.

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AbstractThe National Forest in the English Midlands has developed a model based on a five-point outdoor learning plan, to enable every schoolchild within the Forest area to regularly experience outdoor-based learning within their school curriculum. The Forest began in the early 1990s, with the aim of transforming a post-industrial landscape and its communities through the planting of trees. Extending over 200 square miles and with a population of around 200,000, the National Forest’s project ‘Creating a Forest for Learning’ has developed from three decades of environmental education work with
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Гончарова, Аліна В’ячеславівна. "Глава 8. Договори між спадкоємцями щодо розподілу спадщини". У Серія «Процесуальні науки». Видавництво "Алерта", 2023. http://dx.doi.org/10.59835/978-617-566-765-1-3-8.

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The conclusion of contracts was known in ancient times and is still relevant today. Shares that are not distributed in kind can cause certain difficulties that force the interested parties to decide on distribution.Joint ownership of inherited property received from a family member necessitates joint decision-making on its maintenance, ownership, use, and disposal, and it is difficult to achieve such a consensus on all issues. Therefore, quite often a certain period may pass from the acquisition of the right to a share in the joint property to its distribution, but due to conflicts regarding t
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Tricker, Bob. "The Governance of Non-Listed Corporate Entities." In Corporate Governance. Oxford University Press, 2019. http://dx.doi.org/10.1093/hebz/9780198809869.003.0013.

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This chapter explores the governance of all private companies, including family-owned, employee-owned, subsidiary and associated companies, and joint ventures. It elaborates how unlisted companies present some unique corporate governance challenges, although many of the basic governance concepts that apply to public companies are relevant. It also looks at the governance of not-for-profit organizations, such as charities and cooperative organizations. The chapter considers the governance of partnerships, clarifying that a partnership is a legal organizational form in which two or more people a
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Meyer, David R. "Financier network behaviour." In The Networked Financier. Oxford University PressOxford, 2023. http://dx.doi.org/10.1093/oso/9780192874528.003.0001.

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Abstract The business press coverage of four leading Goldman Sachs investment bankers demonstrates how little we know about financier network behaviour. Interviews with experienced financiers are difficult to acquire. They need assurance that the interviewer will not break that confidentiality; therefore, the author’s interview strategy was based on referrals. The book draws on this unique database of interviews with 167 financiers in London (24 interviews), Zurich (4), New York (45), Hong Kong (45), Singapore (9), Shanghai (13), Beijing (6), and Mumbai (21). Digitally recorded interviews cove
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Kiser-Chuc, Kevan A. "Reclaiming the Multilingual Narrative of Children in the Borderlands Using a Critical Integration Approach." In Handbook of Research on Advancing Language Equity Practices With Immigrant Communities. IGI Global, 2020. http://dx.doi.org/10.4018/978-1-7998-3448-9.ch002.

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By joining together different methods and curriculum delivery in an elementary school setting, the author defined a unique critical integration approach to address questions of inclusive multilingual literacy practices. The author encouraged students to build upon their prior knowledge, ways in which to show that knowledge, and specifically, their linguistic cultural wealth, which generated a respect for the linguistic diversity of all students. The author created a collaborative pedagogical space in which the students constructed an innovative curriculum by co-mingling student experiences, th
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Walker, David S., and Horst-Hendrik Scholz. "Innovations and Financing of SMEs Part I." In Technological, Managerial and Organizational Core Competencies. IGI Global, 2012. http://dx.doi.org/10.4018/978-1-61350-165-8.ch030.

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Small and Medium-sized Enterprises (SMEs), as a major sector of the economy, have unique characteristics in terms of organisational and financial structures; reflecting the interest and strategy of the owner and financiers. With regard to the recent global financial crisis, the terminology ‘Credit Crunch’ describes a shortage in financial funds and concerns most businesses as well as financiers. On the one hand, financiers (lenders) complain about weak financial structures (especially lack of equity) and high risks investments of innovations and on the other hand SMEs (borrowers) accuse financ
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Benson, Rodney, Mattias Hessérus, Timothy Neff, and Julie Sedel. "Ownership Forms and Modes of Power: A New Framework." In How Media Ownership Matters. Oxford University PressNew York, 2024. https://doi.org/10.1093/oso/9780199931293.003.0002.

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Abstract This chapter identifies the limitations of previous media ownership research, focused on media concentration or individual media moguls. Drawing on theories of institutional logics, fields, and media management, the chapter offers a new conceptual framework. First, it specifies and identifies the unique logics of practice of the major media ownership forms and subforms: market (stock market widely held or dominant shareholder, private equity/hedge funds); private (family/individual, employee, non-traded corporations, founder with venture capital support); civil society (nonprofit asso
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Balaji, K. "Exchange-Traded Funds (ETFs)." In Advances in Finance, Accounting, and Economics. IGI Global, 2024. https://doi.org/10.4018/979-8-3693-8583-8.ch011.

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Exchange-Traded Funds (ETFs) have transformed the landscape of modern investing, offering a unique combination of liquidity, transparency, and cost-efficiency. This article explores the historical development of ETFs, from their inception in the early 1990s to their current status as a cornerstone of the global financial markets. We examine the key drivers behind the exponential growth of ETFs, including technological advancements, regulatory changes, and shifts in investor preferences. The article also delves into the latest innovations within the ETF space, such as actively managed ETFs, the
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Labonté, Ronald, and Arne Ruckert. "The global institutional architecture." In Health Equity in a Globalizing Era. Oxford University Press, 2019. http://dx.doi.org/10.1093/oso/9780198835356.003.0014.

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There is no global government, but a growing myriad of global governance platforms. Some are intergovernmental (United Nations and affiliated agencies, differing ‘clubs’ of nations such as the G-7 or G-20); others are multi-stakeholder, drawing together governments, private sector interests, civil society organizations, philanthropists, and academics or other prominent individuals. The plurality and questionable democratic legitimacy of many of these governance platforms is problematic in terms of who has authority or influence over global norms and rules affecting the social determinants of h
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Gupta, Kaberi Kar, Madhusudan Katti, Vidisha Kulkarni, et al. "Urban Flagship Umbrella Species and Slender Lorises as an Example for Urban Conservation." In Urban Biodiversity and Equity. Oxford University PressOxford, 2023. http://dx.doi.org/10.1093/oso/9780198877271.003.0010.

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Abstract Proxy or surrogate species have been used to promote conservation around the world. For instance, the World Wildlife Fund uses pandas as a charismatic flagship species to foster support for conservation under the premise that panda conservation will act as an umbrella to protect habitat for other species. Although successfully implemented in nonurban areas, proxy species are seldom used in urban conservation. This work demonstrates the use of proxy or surrogate species in urban conservation by reviewing the successes and failures of the Urban Slender Loris Project (USLP) in Bengaluru,
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Conference papers on the topic "Unique equity funds"

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da Costa Mota, Claudia, and Luciana Mota da Silva. "Socks as a Fundraising Tool for an Equine-Assisted Services Center." In 18th HETI International Congress. The Federation of Horses in Education and Therapy International (HETI) A.I.S.B.L., 2024. https://doi.org/10.58862/bccx1599.

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Maintaining an equine-assisted service center for low-income populations presents unique challenges, such as high costs for equine care, skilled staff, facilities, materials, and continuous improvements that demand sustainable resources. This study aimed to diversify funding sources through product sales, which also promotes the center’s cause and helps build partnerships. The initial strategy involved creating a horse-themed product: a specially designed sock made in partnership with a sock company, logistics center, display company, and retailers. Six unique designs were produced, with each
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Yasujima, Akira, and Yasunobu Ito. ""Entrepreneuring" of Mature Small- to Medium-sized Companies in Crisis Situation: A Case Study of a Legacy Bakery with 90 Years of History." In 15th International Conference on Applied Human Factors and Ergonomics (AHFE 2024). AHFE International, 2024. http://dx.doi.org/10.54941/ahfe1005105.

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This study aims to elucidate the processes inherent in entrepreneurial activities by exploring how small- to medium-sized mature companies strive to reorganize as they respond to various crises. Specifically, we examine business reorganization processes through a case study of a well-established company in Japan, re-conceptualizing entrepreneurship — commonly considered a static and ambiguous notion — as a dynamic process of “entrepreneuring”. Recently in Japan, anticipation for the “emergence of transcendent individuals“ who generate innovations has been growing. However, there is a paucity o
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LaVoice, Kelly, Daniel Hickey, and Mark Williams. "Pain Points and Solutions: Bringing Data for Startups to Campus." In Charleston Library Conference. Purdue Univeristy, 2020. http://dx.doi.org/10.5703/1288284317163.

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Entrepreneurship is growing as a cross- and inter-disciplinary area of focus for higher education. From patent and tech transfer offices to business, science, and engineering programs, the demand for entrepreneurship resources and support delivered via libraries is booming. Building library collections to help patrons design, launch, and run successful businesses is challenging: Market research and private equity/venture capital resources arrive at premium prices. Increasingly, these resources must interoperate with software used to clean, analyze, and visualize data. This data is often diffic
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Reports on the topic "Unique equity funds"

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Blas de la Rosa, Pedro, Fernando David Catalano Rios, Joo Choe Gyoung, and Ruben Doboin. Fundraising for Venture Capital Funds in Latin America and the Caribbean. Inter-American Development Bank, 2024. http://dx.doi.org/10.18235/0013219.

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This inaugural edition on the state of Fundraising for Venture Capital (VC) Funds in Latin America and the Caribbean (LAC) is based on data collected from IDB Labs recent calls for proposals for investment management firms seeking equity financing for VC funds. This report provides a unique contribution to the regions VC knowledge base, offering valuable insights for both aspiring and experienced fund managers, limited partners, and other key stakeholders in the ecosystem. This report examines trends and patterns across investment theses, impact strategies, gender and diversity, funds terms an
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González Pedraz, Carlos, Adrian van Rixtel, and Roberto Pascual González. Navigating the boom and bust of global SPACs. Banco de España, 2024. http://dx.doi.org/10.53479/37917.

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This paper examines the recent surge and decline in special purpose acquisition companies (SPACs), an alternative public listing option that offers certain companies a potentially faster and more flexible route to public markets. Once a niche market, SPACs became the primary route to going public in 2020-2021, attracting significant investor interest. This analysis begins by reviewing the unique structure of SPACs and their perceived advantages over traditional initial public offerings (IPOs). Using transaction-level data, this paper examines issuance trends and the specific characteristics of
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Hall, David, and Sam Lindsay. Scaling Climate Finance: Forest Finance Instruments. Auckland University of Technology, 2020. http://dx.doi.org/10.24135/10292/17992.

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The Lab’s inaugural concept paper, Scaling Climate Finance: Forest Finance Instruments, proposes seven innovative instruments, each ranked in respect to impact strategy and additionality. The paper analyses an environmental impact bond, a leveraged carbon fund, a green covered bond, an equity fund designed to upscale continuous cover forestry, risk-adjusted loans, and an exchange for investing in Nature-Based Solutions. Each concept was developed by reviewing international innovations, adapting promising structures to the unique local context of Aotearoa New Zealand, and conducting workshops a
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Fairbank, Elizabeth, Kristeen Penrod, Anna Wearn, et al. US-191/MT-64 Wildlife & Transportation Assessment. Western Transportation Institute, 2023. http://dx.doi.org/10.15788/1706207536.

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The US Highway 191 (US-191)/Montana Highway 64 (MT-64) Wildlife & Transportation Assessment (the “Assessment”) improves understanding of the issues affecting driver safety, wildlife mortality, and wildlife movement along the major routes that connect Yellowstone National Park, the Custer Gallatin National Forest, and other public lands to the growing population centers of Bozeman, Big Sky, and nearby communities in Southwest Montana. By engaging personnel from multiple federal, state, and local agencies along with key stakeholders to examine problems and possibilities through the lens of s
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Megersa, Kelbesa. Gender and Tax: Programming and Evidence. Institute of Development Studies, 2021. http://dx.doi.org/10.19088/k4d.2021.040.

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Generally, policymakers and tax analysts (as well as donors concerned about gender equity) have not made proper consideration about how tax policies and tax reforms can interact with gendered cultural norms in developing countries. However, there are worries that tax systems are biased against women and that recent tax reforms may increase the incidence of taxes on women and other underprivileged groups – while, at the same time, failing to garner sufficient tax revenue to fund social programmes necessary to enhance their lives. Since women in developing countries are particularly vulnerable t
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Arora, Sanjana, and Olena Koval. Norway Country Report. University of Stavanger, 2022. http://dx.doi.org/10.31265/usps.232.

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This report is part of a larger cross-country comparative project and constitutes an account and analysis of the measures comprising the Norwegian national response to the COVID-19 pandemic during the year of 2020. This time period is interesting in that mitigation efforts were predominantly of a non-medical nature. Mass vaccinations were in Norway conducted in early 2021. With one of the lowest mortality rates in Europe and relatively lower economic repercussions compared to its Nordic neighbours, the Norwegian case stands unique (OECD, 2021: Eurostat 2021; Statista, 2022). This report presen
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