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Analýza výkonnosti klasických (nepákových) a pákových ETF obchodovaných na americkém trhu
Ruml, Václav
This thesis deals with exchange traded funds (ETFs). The theoretical part is focused on familiarization with the issue from a broader perspective in the form of collective investment characteristics, leading through the current trends in this area. This part is followed by chapter about ETF, including specific areas. Selected classic and leveraged ETFs are analyzed in the practical part for the period between 2010 and 2015. Funds are analyzed on the basis of NAV in the terms of return and risk represented by selected indicators. Results are commented in a broader context in summary and discussion chapter as well as recommendations.
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Investování do korporátních dluhopisů vybraného sektoru v USA
Zimolková, Lenka
This thesis is focused on investing in corporate bonds of financial sector on the US market. The thesis examines five bonds issued by the largest companies in the financial sector by market capitalization. In the period from October 2014 to September 2019, the development of bond index yield and treasury bills yield is described and compared to the development of selected bonds. Bonds are analysed according to its profitability and risk using the return to risk ratio and the Sharpe ration and compared to market performance using the Information ratio. Based on the results, an investment recommendation is provided for investors investing on the US bond market.
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Zhodnocení volných peněžních prostředků na trhu podílových fondů
Smolík, Jakub
The bachelor thesis deals with evaluation of the performance of mutual funds in the Czech Republic. The first part of the thesis defines the issue of collective investment, its advantages and disadvantages, entities operating on the financial market with mutual funds and their classification. There are also described the individual mathematical methods and indicators, according to which the performance of the funds is evaluated. The defined methods were applied to selected funds and then the results were compared. On the basis of the analysis and comparation of the subfunds, investment recommendations were made to fictitious investors distinguished by investment strategies. Recommended funds are Conseq Invest Conservative, Generali Corporate Bond Fund and Generali Global Brand Fund.
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Portfolio performance measurement
Csörgö, Tomáš ; Radová, Jarmila (advisor) ; Málek, Jiří (referee)
The goal of the master thesis is to analyze portfolio performance. The theoretical part of the thesis describes risk, portfolio performance measurement, investment funds, theory of portfolio. The analysis of portfolio performance is measured by different portfolio measurement tools.
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Investice do podílových fondů a ETF
Nevrklová, Marta
The bachelor thesis "Investments in mutual funds and ETF" is focused on the characteristics of both investment products, their comparison, differences, advantages and disadvantages and the current legislative framework in the Czech Republic. The main goal of the thesis is an unequivocal recommendation to retail Czech investor, on which of these investment options is more favorable for him. The recommendation is based on an analysis and comparison in terms of return, risk, liquidity, availability and fees through a model example.
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