An Assessment of the Performance of Mutual Fund Management: 1969-1975

1978 ◽  
Vol 13 (3) ◽  
pp. 385 ◽  
Author(s):  
Tye Kim
Keyword(s):  

2012 ◽  
Author(s):  
Michel A. Habib ◽  
D. Bruce Johnsen






2017 ◽  
Vol 31 (2) ◽  
pp. 75-81
Author(s):  
О. А. Bank

Mutual fund managers do not have full freedom in choosing investment strategies - they are limited both by the laws and by investment declarations of the funds. Investment strategy cannot be fully changed even in financial crisis but it only can be corrected. This fact could not be characterized as a disadvantage because different types of funds are efficient in different time even during the same economic recession. Mutual fund manager should rationally invest funds of their clients: it is better to keep the maximum possible part of the portfolio in cash and instruments with fixed income on the declining market and it is better to keep shares on the rising market. However the choice of bonds also as the choice of shares should pay respect for the features of these instruments during unfavorable economic conditions. Russian mutual fund management differs from fund management in other countries as in stable economic situation so in the circumstances of financial crisis.



2000 ◽  
Author(s):  
Russ R. Wermers ◽  
Hsiu-Lang Chen ◽  
Narasimhan Jegadeesh




1963 ◽  
Vol 18 (2) ◽  
pp. 360 ◽  
Author(s):  
Edward S. Herman
Keyword(s):  




2020 ◽  
Vol 3 (4) ◽  
pp. 1-20
Author(s):  
Markus Snøve Høiberg

Using a sample free of survivorship bias and several risk-adjusted performance benchmarks to identify effects of scale on mutual fund performance in the Norwegian market, I find mixed evidence that both large and small funds underperform as against the middle-sized funds in the period 2005-2018. Controlling for relevant factors in panel data regressions, I find that, on average, performance worsens with an increase in size while giving support to initial findings of nonlinearity. The relationship is most robust after 2013 and seems to be affected by competition in the market as well as fund inflows. I do not find any empirical evidence to support the liquidity hypothesis.



Author(s):  
Dr Basil John Thomas

Product performance satisfaction level can be referred to as the satisfaction level of mutual fund investors in terms of return, transparency, safety, liquidity, service quality, fund management and the overall performance of the mutual fund products. Here, the researcher attempted to analyze the satisfaction level of mutual fund investors concerning different funds/schemes opted by the investors. Based on these objectives seven parameters of satisfaction of mutual fund investors including the overall performance of the fund has been taken into consideration. The findings of the standardized regression weight of product performance satisfaction level and the Chi-square test reveals that there is a significant difference in the product performance satisfaction level of mutual fund investors about the funds opted by them (except in case of balanced-fund).



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