|
|
Alternative Investments in the Contemporary Period of Low Interest Rates.
Zavadil, Marek ; Schindler, Jaroslav (referee) ; Rejnuš, Oldřich (advisor)
The subject of the diploma thesis is to evaluate the development in post-crisis years and to determine the impacts that affect the current financial investment environment in the USA but also its future and create the prerequisites for other risks, which the market can affect in the next perspective and influence the global development. On this basis, a portfolio of the mutual fund will be drawn up, according to the assignment of its manager with an alternative investment component, which can adequately complement it in the current period of low interest rates.
|
|
|
Tvorba investičního portfolia podniku při manažerském investičním rozhodování
Kovařík, Tomáš
Kovařík, Tomáš. Creation of a company's investment portfolio during managerial investment decision-making. Bachelor thesis. Brno: Mendel University, 2023. This bachelor's thesis deals with the creation of an investment strategy for Nachmelená Opice s.r.o. In the first section, topics such as management decision making, the financial analysis of the enterprise, enterprise investment, and ETF funds are discussed. This is followed by the application of these knowledge in the determination of the financial health of the company and the subsequent formation of the draft investment strategy, which will be in accordance with the parameters of the results of the investment questionnaire such as willingness and the amount of risk undertaken with the expected length of the Company's investment horizon and management requirements.
|
|
|
The investment portfolio and its creation
Sivenkova, Darina ; Toman,, Petr (referee) ; Ptáček, Roman (advisor)
The diploma thesis deals with the creation of a diversified investment portfolio. In the introductory part, the reader gets acquainted with the financial market and the used methodology. Stocks, bonds, ETFs, precious metals and currencies will be selected based on value screening, time series of macroeconomic indicators and price values. At the end of this work, the results of the methods used and proposals for selected strategies for retail investors will be published.
|
|
|
Proposal to Supplement the Investment Portfolio of a Hedge Fund
Vymětal, Jan ; Ptáček, Roman (referee) ; Rejnuš, Oldřich (advisor)
This bachelor's thesis focuses on supplementing the investment portfolio for a fund of qualified investors with regional exposure in North America. In the theoretical part, we will introduce the theoretical and legal aspects of investing for a fund of qualified investors, investment funds, investing in joint stock companies, financial analysis, and banking models. This is followed by the practical part of the bachelor's thesis, which continues with the initial selection of shares according to management requirements. After the selection of individual companies, a financial analysis will be made, the results of which will then be compared and verified using a bankruptcy model. Finally, a recommendation for supplementing the investment portfolio will be proposed for the most suitable joint-stock Companies.
|
|
|
Update of the Investment Portfolio of the Hedge Fund
Halačková, Viktorie ; Gladiš, Daniel (referee) ; Rejnuš, Oldřich (advisor)
The bachelor thesis focuses on the Hedge Fund and their investment in technologically focused stocks traded on the US Stock Exchange. In the chapter of the theoretical and legal aspects of the Hedge Fund, the summary of the concepts of investment in shares is presented. As well, the sub-methods of financial analysis and theoretical definition of the bankruptcy model are introduced. In the practical part of the work, the initial selection of shares corresponding to the status of the fund and managerial requirements are subjected to a financial analysis using specific financial indicators. The partial results are compared to each other, and their verification is performed through a bankruptcy model. At the end of the thesis, based on the results achieved, the proposal to update the investment portfolio of the Hedge Fund is created.
|
|
| |
|
|
Investment and Portfolio of Retail Investor
Hartmann, Robert ; Toman,, Petr (referee) ; Ptáček, Roman (advisor)
The thesis consists of a theoretical part, an analytical part and a part devoted to the design of the actual solution. In the theoretical part, the concepts defining the issues of investing, investment portfolio creation, selection of investment instruments and issuers of securities evaluation are defined. The knowledge from the theoretical part is then applied in the analytical part in the actual creation of the investment portfolio and the financial analysis of issuers of securities and also in the part of the work with my own solution design, where an investment portfolio for a Czech model investor is created.
|
|
|
Investment portfolio and its creation
Ryba, Jan ; Širůček,, Martin (referee) ; Ptáček, Roman (advisor)
The task of the thesis is to elaborate on investment opportunities, wchich are described in detail and to determine the ideal portfolio, that will be financed by dollar-cost averaging. The main investments include stocks, bonds, precious metals, mutual funds and more. Subsequently, the state of individual investments, their opportunities, but also the risks associated with them will be evaluated.
|
|
|
Investment portfolio and its creation
Ryba, Jan ; Širůček,, Martin (referee) ; Ptáček, Roman (advisor)
The task of the thesis is to elaborate on investment opportunities, wchich are described in detail and to determine the ideal portfolio, that will be financed by dollar-cost averaging. The main investments include stocks, bonds, precious metals, mutual funds and more. Subsequently, the state of individual investments, their opportunities, but also the risks associated with them will be evaluated.
|
|
|
Analysis of investor's portfolio diversification on the Czech peer-to-peer market
Juračková, Martina ; Polák, Petr (advisor) ; Čech, František (referee)
This thesis deals with the topic of peer-to-peer lending. Using the data provided by the Czech platform Zonky, we study the behaviour of investors on the peer-to-peer lending market. This paper aims to determine whether the demographic factors of investor and the structure of his portfolio have a significant impact on portfolio performance. Based on the quantity invested, a sample of "small" investors (with the quantity invested from 10 000 CZK to 50 000 CZK) and "big" investors (with the invested volume exceeding 1 000 000 CZK) was chosen. Those contrasting samples were analysed. It was discovered that several factors affect portfolio performance. In terms of the portfolio's structure, the size of the share invested in loans with very low and medium risk level and to borrowers from Prague was determined as significant. This is a common feature of both samples. On the other hand, compared to "big" investors, in the case of "small" investors, more variables were estimated as significant. This implies that the performance of a portfolio with lower amount invested is probably more sensitive to various loan's characteristics. These findings are partially consistent with the results of similar papers conducted in the Czech Republic or abroad.
|
guest ::
