Asset allocation strategies for mutual funds evaluating performance, risk and return
This book offers an overview of the best-working strategies in the field of equity and fixed income mutual fund-based portfolio management. This timely research considers different market conditions, such as global financial crises, across various geographical regions such as the USA and Europe. Com...
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| Format: | UnknownFormat |
| Sprache: | eng |
| Veröffentlicht: |
Cham, Switzerland
Palgrave Macmillan
2021
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| Schlagworte: | |
| Online Zugang: | Inhaltsverzeichnis |
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Tag hinzufügen | Zusammenfassung: | This book offers an overview of the best-working strategies in the field of equity and fixed income mutual fund-based portfolio management. This timely research considers different market conditions, such as global financial crises, across various geographical regions such as the USA and Europe. Combining academic and practical findings, the author presents a practitioner perspective on mutual fund-based portfolio strategies, appealing not only to finance scholars but also professionals within the asset management industry. This book synthesizes a large part of the academic research to date on the mutual fund industry by drawing from the most widely cited academic journals. The author makes a systematic use of numerical examples to facilitate the understanding of Investment themes organized around several important topics: size, diversification, flows, active management, volatility, performance persistence and rating. 1. Introduction -- 2. Active Vs. Passive Management -- 3. Fund Size: Why is it Important? -- 4. Performance Measures and Styles -- 5. Mutual Fund Flows -- 6. Ratings -- 7. Diversification -- 8. Persistence -- 9. Volatility -- 10. Conclusion. |
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| Beschreibung: | xxix, 462 Seiten Illustrationen 21 cm |
| ISBN: | 9783030761271 978-3-030-76127-1 |