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Collective invesment
Černý, Štěpán ; Veselá, Kamila (advisor) ; Jitka, Jitka (referee)
The main object of this Diploma Thesis is according to collective investment through mutual funds formulate appropriate portfolio model for different types investors of retail banking. Theoretical part of the thesis is focuses on information and rules of investements, advantages and disadvanteges of collective investmentm fund types and their strategies. The practical part parses the selected mutual funds and then compares according to historical performance and riskiness. In the last part of it is handled by the main target. In this section are created model portfolia for individual investors, which are diversified and selected investment companies. Each of the suggestions and recommendations of the model portfolios correspond to the principles of conservative, balanced and dynamic investor.
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Selection of the optimal financing housing for selected client
HOLÝ, Hubert
At the beginning of the thesis I am focused on gathering information on mortgage loans in the current financial market. At the beginning of the chapter on mortgage credit, I will discuss dividing the mortgage loans. I draw up a detailed procedure that has everything a client to do to get a loan, what are the procedures in banks and what banks need to know information about the client. The next chapter will bring information on building savings and conditions, which the client must satisfy in order to get a loan from the savings. Also characteristic of this product. In the last chapter of the theoretical part of the introductory acquainted readers with investments in mutual funds and bring their individual characteristics and procedures for negotiation. In the practical part will deal has particular offering selected companies, which will be compared using the methods of multi-criteria decision. The work is divided on the analysis of mortgage loans, building savings and investment products. Information from these analyzes will also be used for application to a specific customer with specific requirements for housing. From the client I find out any information about his wishes and requirements for their future with regards to housing. The client chooses the aspects that are most important for him and the order in which they should be respected. It is for this reason that it is often not important final amount that the client pays for the loan, but for him the current situation in life more important monthly installment. Finally, the client selected the optimal variant, as can finance their own housing.
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Comparison of Activ Managed Funds Collective Investment with Index Funds
Plundra, Tomáš ; Blank, Martin (referee) ; Rejnuš, Oldřich (advisor)
The bachelor thesis is focused on comparison of activ managed funds of collective investment with index funds. The first part defines notion of collective investment, its subjects, advantages and disadvantages. Second part analyses current situation of collective investment in the Czech republic and it compares open-end-fund with ETF. Thesis contains results of comparison of specific criteria and it helps to enlarge information about new possibilities of investment.
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Analysis of Collective Investment for Different Types of Investors
Čech, Pavel ; DUBOVÁ, Marcela (referee) ; Rejnuš, Oldřich (advisor)
The topic of the dissertation is collective investment. It defines notion of collective investment, its legal form in Czech Republic, its advantages and disadvantages. It characterizes subjects of collective investment and their structuring. In the last part it presents products which outline on the base of comparing and determination advantages and disadvantages frame of possibilities of collective investment in the Czech Republic.
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Collective investment in the Czech Republic
PŘIBYLOVÁ, Šárka
The bachelor thesis concerns Collective Investment in the Czech Republic. In the theoretical part the core of collective investment and its development within the Czech Republic is solved. Next, there is a legislation modifying collective investment. The thesis also describes subjects of collective investment and a typology of funds. The practical part deals with com-parison of mutual funds; equity and bond funds. The timeframe chosen for this thesis is from 2010 to 2015. Funds are compared according to criteria such as volatility, profitability, total cost of the fund, the length of the history of the fund and net asset value. The thesis uses the monthly net asset value of each fund to calculate the return on an investment and the monthly profitability is used for a calculation of volatility. The best fund, from all chosen equity funds, was a fund Conseq Invest Akciový, which was one of the best in every criterion. The second best rated fund was AXA CEE Akciový. Another fund valuable to be mentioned is Spo-rotrend who was the worst one. In this case, the idea that the fund's long history does not speak of its future performance is confirmed. In summary comparison of selected bond funds a fund KB Dluhopisový, offered by IKS KB, a. s., was the best one. A fund AXA CEE Dluhopisový was just behind this and the last one was a fund ČS korporátní dluhopisový which was offered by Erste Asset Management GmbH, branch Czech Republic. Even before the retail investor will invest, he should settle a few goals. One of them is to determine the purpose of the chosen funds. Then he must consider his risk tolerance. The investor should also properly diversify their resources as assets. It is advisable to invest into the three areas, namely to money-market fund, bond and stock markets.
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Return and risk of investing in mutual funds
Gajoš, Martin ; Musílek, Petr (advisor) ; Cibulka, Jakub (referee)
The master thesis deals with collective investment possibilities in Czech Republic designed for small investors with focus on instruments carrying very low risk. The goal is to assess these possibilities and their mutual comparison according to their return and risks. Special attention is devoted to protected mutual funds, as popular instrument of risk-averse investors.
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Vliv finanční krize na investování do zajištěných fondů v České republice
Frýbortová, Hana
Frýbortová, H. Impact of financial crisis on investing in guaranteed funds in the Czech Republic. Diploma thesis. Brno: Mendel University in Brno, 2014. The diploma thesis deals with the impact of the financial crisis in 2008-2009 on investing in guaranteed funds in the Czech Republic. The first part focuses on the theoretical definition of collective investment funds and guaranteed funds themselves, their types, advantages and disadvantages, and type of construction. The second part is devoted to the current state of the solution in the Czech Republic, a structure of mutual funds and the volume of their assets. The third part is then devoted to the influence of selected indicators at the annual rate of return of guaranteed funds in the period before, during and after the financial crisis in 2008. There are characterized selected investment companies and their guaranteed funds and then there are analyzed selected indicators, both graphically and econometrically. Finally, the evaluation is assumptions and draw a general conclusion for the entire industry of guaranteed funds.
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Comparison of investment opportunities in mutual funds
NOVÁKOVÁ, Petra
Collective investment enables people to have an appreciation of and access to a variety of funds by investing money as part of a group in mutual funds. This thesis deals mainly with the five selected equity funds. The theoretical part is devoted to the development of collective investment within the Czech Republic's legislation, including its advantages and disadvantages and the characteristics of the capital market. Furthermore, it classifies mutual funds according the content and expresses the concept of a participation certificate with the rights associated with it and also describes the influence of financial crisis on collective investment. In the practical part is compared five equity funds according to selected characteristics on the basis it is possible to choose the right mutual fund.
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Collective investment and funds in the Czech Republic
KOSSÚTH, Michal
Bachelor thesis Collective investment and investment funds in the Czech Republic is characterized by the legislation in the Czech Republic, deals with the historical development and classification of investment funds. It mentions the principle of investing for the conclusion and presents selected products, compares them, mentions the advantages and disadvantages and it outlines the possibilities of collective investment in the Czech Republic has to offer.
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Comparison of Investment Opportunities in the Collective Investment Funds
MELECSKIOVÁ, Andrea
Bachelor work describes a comparison of selected funds of collective investments. The theoretical part explains principal of collective investments, describes its progress and introduces institutions dealing with collective investments and kinds of share funds which investors may put their money in. The practical part describes not only the comparison of chosen share funds according to certain criteria but also analyses share fund´s offer and Word financial crises impact on collective investment funds. The aim is to show investors all important criteria while choosing their share fund and to offer them recommendation when choosing their fund.
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