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Investments into Securities Investment Funds Registered in Great Britain
Štrkolec, Michal ; Vaková, Naďa (referee) ; Rejnuš, Oldřich (advisor)
The bachelor’s thesis concentrates on technical analysis of chosen investment funds registered in Great Britain. The first part describes the legislative requirements of the qualified investors’ funds and the composition of investment portfolio principles. The second part details the proposed fund and analyzes chosen investment funds. The third part of the thesis contains the design of the investment portfolio of the built fund.
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Effect of Green New Deal on investment funds
Prokš, Petr ; Pečená, Magda (advisor) ; Šíla, Jan (referee)
Socially responsible investing (SRI) had in recent decades gained in importance. Despite that there is no consensus amongst researchers regarding SRI effect on short-term or long-term fund's performance in the United States. This paper seeks to utilize standard economic models (CAPM, 3-factor Fama-French) on latest (January 2018 to December 2021) data. In addition, author seeks to look for performance trend by splitting observed period to one before Covid crisis and during the crisis. Then he will look for any significant impact on funds' performance and its characteristics. Final part consists of observing effect of published articles by news outlet and whether there is any impact. News divided into positive and negative with regards to SRI thematic. Results implies that performance is negatively correlated with higher ranking of social consciousness of fund (ESG value was used) and that manager of funds with lower ESG standards are better at stock-picking. Study did not find any significant long-term effect of Covid crisis while short-term effect suggested greater need for funds to employ stock-picking skill. News effects were generally insignificant with effect of bad news being stronger than effect of positive news. Keywords Financial markets, Socially responsible investing, ESG, market news...
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Qualified investors' funds and asset management comparable to management of an investment funds
Vaníček, Jan ; Kohajda, Michael (advisor) ; Sejkora, Tomáš (referee)
Qualified investors' funds and asset management comparable to management of an investment funds The main aim of the submitted diploma thesis is particularly a description and analysis of the regulation of qualified investors' funds and asset management comparable to management of an investment funds, and the comparison of their usage in practice, especially in terms of numerical representation of individual legal forms. Apart from the descriptive and analytical methods, I frequently use the comparative method and also methods of deduction and induction. The diploma thesis consists of six chapters. The content of the first chapter is a brief introduction to the capital market law, in the second one, we find the regulation of investment funds in the Czech Republic. In the third chapter, I deal with the definition of the investment fund and analyse activities, which are directly related to the investment fund, i.e. management, administration and marketing of investments. The fourth chapter provides an overview how the current regulation divides investment funds. Emphasis is put on differences in regulatory requirements between establishing an internally managed and externally managed investments fund. In the fifth chapter, I deal with qualified investors' funds. First, I adress the definition of a...
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Investments into Securities Investment Funds Registered in Great Britain
Štrkolec, Michal ; Vaková, Naďa (referee) ; Rejnuš, Oldřich (advisor)
The bachelor’s thesis concentrates on technical analysis of chosen investment funds registered in Great Britain. The first part describes the legislative requirements of the qualified investors’ funds and the composition of investment portfolio principles. The second part details the proposed fund and analyzes chosen investment funds. The third part of the thesis contains the design of the investment portfolio of the built fund.
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Protection of Investor on Capital Market
Jůvová, Veronika ; Karfíková, Marie (advisor) ; Kohajda, Michael (referee) ; Dřevínek, Karel (referee)
Protection of Investor on Capital Market Investor protection on the capital market is a highly topical subject. The main aim of this dissertation was to confirm or refute the hypotheses presented in the introduction, and in particular to ascertain whether there is sufficient investor protection on the capital market. Besides its introduction and conclusion, the dissertation has five parts which, in turn, are broken down into separate chapters. At the time the dissertation was being drawn up, there were a number of investment opportunities on the capital market that posed higher or lower risks. As it is difficult for ordinary investors to identify the degree of risk associated with a particular type of investment opportunity, the dissertation aims to describe the level of investor protection linked to the most common types of investment opportunities. Investment funds are unquestionably the most commonly used investment vehicle. Consequently, these investment instruments are covered in most detail. The dissertation explains the level of investor protection according to the type of investment fund. In particular, this chapter describes investment via mutual funds, as this is the most widespread type of fund in the Czech Republic and across the world. Since a mutual fund is an entity with no legal...
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Collective investment in the light of a new Ect on investment companies and investment funds
Lukeš, Ondřej ; Kotáb, Petr (advisor) ; Kohajda, Michael (referee)
The first chapter deals with basic issues of mutual fund industry. The aim of this chapter is to look at mutual fund as an institution especially from a fundamental economic perspective and come through into its economic nature. Furthermore the chapter contain description of main benefits of mutual funds as compared with the individual investment, draws attention to the problem of conflicts of interest and contains the basic classification of investment funds. The aim of the second chapter is to describe in basic features of legal framework of mutual fund industry in Czech Republic in the light of new Investment Company and Investment Fund Law. With regard to the scope of respective law, focuses the chapter mainly on applicability, structure, individual persons, legal forms and on some chosen questions. Content of the third chapter is brief treatise about taxation with respect to the mutual fund industry. This include case study performed on model situation and outline to the investment fund taxation in Luxembourg and Cayman Islands. The goal of this chapter is to evaluate whether intention to set up an attractive tax environment in the Czech Republic was successful or not.
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