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Quantitative Measures of Operational Risk : An Application to Funds Management

Brown, Stephen J. - 2012

Basel II defines operational risk as the risk of direct or indirect loss resulting from inadequate or failed internal processes people or systems or from external events. In the past decade there have appeared a number of quantitative approaches to measuring this risk, approaches that abstract...

Persistent link: https://www.econbiz.de/10013108941

Morningstar Mutual Fund Measures and Selection Model

Haslem, John A. - 2019

First, this study reviews Morningstar analytical grading measures used by investors to choose mutual funds. These measures include Morningstar star ratings, analyst ratings, total pillar ratings, upside and downside capture ratios, and stewardship ratings. Second, the study provides results of...

Persistent link: https://www.econbiz.de/10012904797

Morningstar Mutual Fund Measures and Selection Model

Haslem, John A. - 2017

First, this study reviews Morningstar analytical grading measures used by investors to choose mutual funds. These measures include Morningstar Star Ratings, Analyst Ratings, Total Pillar Ratings, Upside and Downside Capture Ratios, and Stewardship Ratings. Second, the study provides results of...

Persistent link: https://www.econbiz.de/10012974385

Familiarity and Competition : The Case of Mutual Funds

Dumitrescu, Ariadna - 2016

We build a model of mutual fund competition in which a fraction of investors, unsophisticated, exhibit a preference for … sophisticated investors. High-familiarity funds do not engage in competition for sophisticated investors either, and choose instead …-familiarity funds survive competition from higher quality funds despite offering lower after-fee performance. Our model can thus shed …

Persistent link: https://www.econbiz.de/10013005111

Does direct-sold funds provide a sizeable edge to investors? : evidences from selected mutual funds in India

Seal, Jayanta Kumar; Paul, Arunima - In: Cogent economics & finance 7 (2019) 1, pp. 1-17

-sold funds in India. We do not find any evidence that direct-sold funds underperform the broker-sold funds. Despite the superior … services provided by the brokers. We find that fund houses in India offer both direct and broker-sold funds to target different …

Persistent link: https://www.econbiz.de/10012023959

A study on performance evaluation of equity mutual funds schemes in India

Arora, Ruchi; Raman, T. V. - In: International journal of financial engineering 7 (2020) 2, pp. 1-15

Persistent link: https://www.econbiz.de/10012602951

Risk-adjusted performance evaluation of Indian mutual fund schemes

Arora, Kavita - In: Paradigm : the journal of Institute of Management Technology 19 (2015) 1, pp. 79-94

Persistent link: https://www.econbiz.de/10011761357

Multi-Asset Class Mutual Funds : Can They Time the Market? Evidence from the US, UK and Canada

Clare, Andrew - 2015

The importance of asset allocation decisions in wealth management is well established. However, given its importance it is perhaps surprising that so little attention has been paid to the question of whether professional fund managers are skillful at timing market movement across asset classes...

Persistent link: https://www.econbiz.de/10013025009

The Performance of Long-Serving Fund Managers

Clare, Andrew - 2016

Apparently “there is no substitute for experience”. This and similar phrases are often heard in the worlds of politics, business, sport and others. It is the sort of proposition that makes sense to people. However, while the performance of actively managed funds has attracted a great deal of...

Persistent link: https://www.econbiz.de/10012983578

Managing the Risk of a Fixed Income Bond Fund

Chincarini, Ludwig B. - 2022

Increasingly, consultants for fund management firms care about the riskiness of fund managers’ investment strategies. Fund managers themselves must care about the riskiness of their investment strategies vis-a-vis the client’s specified benchmark

Persistent link: https://www.econbiz.de/10013288793

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