|
|
Comparison of mutual funds from international perspective
KUČERA, Stanislav
The theme of this thesis is comparison of mutual funds from international perspective.The funds compared are situated in countries of the European Union and the United States of America. The funds of the EU are situated in these countries: Germany, France, Great Britain, and the Czech Republic. The comparison was done in five-year term, and three-year term. To compare the funds, the theory of modern portfolio was applied. The funds were compared on basis of returns, risk and risk-to return.
|
|
|
Comparative analysis of investment possibilities in Czech Republic and in Russian Federation
Borisov, Andrey ; Zámečník, Petr (advisor) ; Čámská, Dagmar (referee)
Nowdays, exists a possibility to invest not only in the domestic country but also in foreign countries. The main goal of this thesis is to undertake the comparative analysis of investment possibilities of natural persons in savings accounts and mutual funds in Czech Republic and Russian Federation, both from the perspective of domestic investors, as well as from perspective of foreign investors. For each country I will introduce summary of legislative aspects. Afterwards, I will introduce the list of the top five accounts and funds for each country, which have adequate liquidity and risk level. Also I will take into consideration such important aspects as exchange rate and inflation. The Convention for the avoidance of double taxation between Czech Republic and Russian Federation will be analyzed as well.
|
|
|
Trading in commodities
Pecha, Martin ; Drozen, František (advisor) ; Marková, Jana (referee)
The goal of this diploma thesis is to analyze the gold market and provide readers with the necessary information and context having an impact on the price of gold. The thesis consists of three chapters. First one deals in general with the commodity market and introduces the readers to commodity exchange issues such as trading commodities in commodity exchanges, motives of commodity trading as well as the specific characteristics of commodities. Second one concerns the detailed analysis of commodity investment tools that investors might use when they feel like getting an exposure to price movements of commodities. The last chapter gears towards an analysis of the gold market in today's super globalized world and depicts what fundamental factors have an impact on the price of gold. At last, I shall summarize existing pieces of knowledge and cast light on further gold price movements.
|
|
|
The loss of income in the pension and saving for the retiring age.
Bezděk, Jan ; Zámečník, Petr (advisor) ; Smrčka, Luboš (referee)
The main goal of the bachelor's thesis is to find out how large is the loss of income when people are going into the retiring age and how is possible to stop this loss of income by the long term saving in the voluntary pillar of pension system. For this purpose is the practical part devoted to the description of the Czech pension system and the practical part analyses the most usual ways of saving in the voluntary pillar of the pension system. The conclusion of the bachelor's thesis says that if people didn't want to record the decline of living standard in the retiring age they have to save money for the retiring age in the voluntary pillar of pension system.
|
|
| |
|
|
Performance evaluation of funds in the Czech Republic
Vítová, Veronika ; Valach, Josef (advisor) ; Novotný, Pavel (referee)
The thesis compares the performance of Czech equity mutual funds, focusing on less common indicators and performance assessment methods. This means mainly a modern ratios that takes into account both of yield and risk of the investment. The introductory theoretical part deals with the basic characteristics, legislation, typology and histoty of the funds in the Czech Republic since the early years of its existence to the present. Selected indicators for assessing performance of funds (Sharpe, Treynor, Calmar Ratios, Jensen alpha, Information Ratio and Maximum Drawdown) and also comparison funds with benchmark is applied in the analytical part. The thesis highlights the problems with the interpretation of ratios in the case of falling markets, and also proposes solutions to these problems.
|
|
|
Comparison of mutual funds of different investing companies with respect to different aspects
KUČERA, Stanislav
The objective of this thesis is to describe and compare mutual funds in the Czech Republic. In the theoretical part I will explain what mutual funds are, and how they are traded. I will also explain how the funds are classified, and how they are regulated by the legislation. The history of collective investing and mutual funds in the world and in the Czech Republic will be mentioned also. At the end of the theoretical part is mentioned the economic recession, which has had great effect on the mutual funds, and investing in general. The main goal of this thesis is included in the practical part, where I carefully chose a total of twenty mutual funds of the five main investment companies based in the Czech Republic. There are four kinds of funds to compare: The equity funds, obligation funds, mixed funds and monetary fund. The indicators that will be compared in every category of funds will be: performance, volatility and fees. There is also a comparison which analyzes what fund in each category has withstood the test of recession, and what fund has failed. The results of the comparison are commented, giving possible reasons what could have caused such a performance.
|
|
|
The Shares Funds in the Czech Republic and in France
BOUŠÍ, Zuzana
The aim of this master thesis is to describe mutual funds in Czech Republic and in France. The background of the theoretical part is mainly valid legislation and literature and expert articles in the press concerning mutual funds in general and the activities related to the investment in mutual funds. In the first part the different mutual funds and procedures of investment are described. Attention was given to the historical bases of investment in mutual funds in the Czech Republic and in France. Also typology of the mutual funds and its legislation was mentioned. In the second, application part, actual methods of mutual fund selection were used. For the selection indexes of quantitative and qualitative analysis were used. Mainly performance, volatility, volume, tracking record and administration of each mutual fund were compared. Selection of mutual funds has a variety of selective methods. In the conclusion there is a summary of chosen data evaluation, results of comparison of chosen mutual funds and perspective of investment in mutual funds to the future.
|
|
|
An impact of the agency costs on the performance of mutual funds
Hofman, Jakub ; Marek, Petr (advisor) ; Podškubka, Tomáš (referee)
An objective of this bachelor thesis is to outline agency costs and analyse their possible impact on the performance of mutual funds in USA using linear regression. Theoretical fundamentals are mentioned in broad and narrow concept at the beginning. Furthermore, the mutual funds are defined. The mutual funds were chosen because they hold huge volume of assets and because the mutual funds remind popular investment.
|
|
|
Comparison of chosen index and equity funds
Veselovský, Eduard ; Veselá, Jitka (advisor)
The bachelor thesis deals with index and equity mutual funds. The goal is to analyse their performance regarding their risk, return and fees. The first part offers the characteristics of collective investments and its historic development in the USA. The second part introduces performance measuring approaches based on risk, return and fees which are used in the analytical part itself to confront mutual funds between themselves as well as with the benchmark. It all goes down to an interesting conclusion.
|
guest ::
