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Investment decision-making in collective investment
Toman, Lukáš ; Veselá, Kamila (advisor) ; Markéta, Markéta (referee)
The thesis is focused on using instruments of collective investment (mutual funds) for recommendations of more effective financial portfolios of ten real investors. For accomplishing goals of the thesis, firstly it is essential to define basic theoretical knowledge in terms of collective investment or more precissely mutual funds (chapter 2, Theory of collective investment). Subsequently it is necessary to set how will portfolio recommendations be formulated. It is also important to determine key investors characteristics, which are going to effect recommendations (chapter 3, Formulating portfolios). For real contribution it is vital to choose particular mutual funds, which are suitable for recommended portfolios (chapter 4, Selection of mutual funds). Pivotal part of the thesis is the chapter 5, Investment cases, which contains ten real financial portfolios. For each investor is recommended an optimal investment portfolio, which takes into account all known relevant information about the investor. For each case a comparison of current and recommended portfolio is created. The thesis is summarized by the chapter 6, Summary of investment cases, in which a discussion of aggregated results is broken into three areas: the most important investors characteristics, asset allocation of the portfolios and statistical differences between the current and the recommended portfolios.
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