The effectiveness of capital management strategies used by the investment funds in Poland

• Authors: Paweł Trippner
• Languages of publication: EN

Abstracts

EN

Collective investors play an extremely important role in the financial system of the state and in the economy. They operate in the financial market as institutions that enable households and businesses to convert savings into investments. Investment funds are the most conventional institutions which are dealing with financial intermediation. The main purpose of the submitted paper is to characterise the essence of investment funds operation in the role as financial intermediaries, to present the investment strategies and to characterise the methodology for measuring the effectiveness of capital management entrusted by the clients. The author has formulated a research hypothesis, according to which, the strategies of capital location policy used by the investment funds have an impact on the level of their performance, while funds holding higher risk portfolios perform better compared to the funds using passive investment strategies

Keywords

EN

collective investor; investment fund; investment strategies; capital management; rate of return on investment

• Publisher: Sciendo
• Journal: Przedsiębiorczość i Zarządzanie
• Year: 2014
• Volume: 15
• Issue: 2
• Pages: 119-129

Dates

online

2014-08-15

Contributors

author

Paweł Trippner

• University of Social Sciences

References

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Identifiers

DOI

10.2478/eam-2014-0021