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Do Socially-Responsible Mutual Funds Perform Better Than Conventional Mutual Funds...in companies. However, the traditional ones just take into concern the prospects and financial performance of the companies along with other relevant factors while investing (Statman, 2000). The process of selecting the right kind of investments takes a lot of expertise even in perfect market conditions. Along with choosing the appropriate investment there comes the necessity of keeping an eye on those investments made. Mutual funds make this process quite simple as there are experienced experts who control and supervise the assortment of securities all the time on behalf of an individual. In case of both the funds that is socially-responsible and...
11 Pages(2750 words)Research Paper
DO MUTUAL FUNDS DELIVER ALPHA...is supposed to be penalized for failure to diversify fully by dividing the portfolio return less risk free by portfolio volatility ((portfolio return – risk free rate)/ portfolio volatility. The two ratios have being generally labeled as Treynor ratio and Sharpe ratio respectively. Treynor and Mazuy (1966) developed a model that is able to test mutual funds manager’s ability of timing the market and security selection. The finding of their research was that no mutual fund performance is able to beat the market always. The research was based on 57 mutual funds in 1953 to 1962 which revealed that an...
10 Pages(2500 words)Dissertation
Performance of mutual funds in Saudi...were reviewed for the sole purpose of learning and adopting from the performance surveys of several countries, such as developed markets like those of the US, UK, Hong Kong and Singapore, which are active participants of industry associations of investment professionals in the promotion and evaluation of mutual funds. The industry practices of the Emerging markets, such as Pakistan, Malaysia and India, depict the fact that practically all industry surveys do not check against actual deviations from the declared investment policies. The Data and Methodology developed was to facilitate the calculation of Risk-adjusted returns and excess returns, based on the Sharpe’s...
1 Pages(250 words)Essay
Mutual Funds..., don't get the risk reducing benefits of diversification” ("Disadvantages of mutual," 2009). Within this context of understanding the investor in the mutual fund runs the risk of the investment manager placing too high an emphasis on a single sector, that in-turn affects the entire portfolio; one understands the potential of such an occurrence, as oftentimes money managers will possess a disproportionate amount of knowledge in one sector over another, creating a greater potential for an overdiversified mutual fund. Another disadvantage is the heavy reliance mutual funds have on cash...
5 Pages(1250 words)Essay
Do Socially-Responsible Mutual Funds Perform better than Conventional Mutual Funds...?Do socially responsible mutual funds perform better than conventional mutual funds? Do socially responsible mutual funds perform better than conventional mutual funds? Introduction For many years, socially responsible investment also known as ethical investment has grown tremendously all over the world. Socially responsible investment is a process that incorporates ethical, social, and environmental considerations into investment decision-making criteria. Unlike the conventional investment, socially responsible investment funds apply a set of investment checks or screens...
8 Pages(2000 words)Research Paper
Money Market Mutual Funds.... There is also a difference in the two accounts in terms of the period of maturity of the investment. Money market accounts have a slow growth that develops over years and lack immediate returns. In comparison, mutual fund s accounts are short-term investment options with a majority of the funds maturing in a time span of a year or less (Thomas 208). Both investments and their transactions have fees. However, the fees differ between the two accounts. In the deposit accounts, there are monthly fees and penalties for early withdrawals. The long-term effect of the fees is relatively low. The mutual funds on...
5 Pages(1250 words)Essay
Mutual Funds...over pre-determined amount of time. We can say that bonds are the most common lending investments traded on the market. Other than shares and bonds there are other types of investments like real estate and precious metals but it is generally perceived that mutual funds mostly invest in stocks and bonds.
Definition of Mutual Fund
Many definitions have written by people but essentially all dwell upon the same idea regarding its concept. So a mutual fund can be defined as a financial intermediary that allows a certain group of investors to pool their money together with a pre-determined investment...
8 Pages(2000 words)Essay
Finance Investor constraints and mutual funds...YOUR FULL YOUR Choosing the Right Fund Mr. B is a widowed, sixty-nine year old retired machinist. His primary source of income is his social security check and interest earned on the $ 200,000.00 he has saved over his lifetime; which is currently in a savings account at his local bank. He is looking for a good investment that will provide him with safety of principle (low-risk), a reasonable monthly income to supplement his government benefits (high-yield), and still have some money left to leave to his nephew when he dies. Accordingly, we will recommend a no-load, low-expense mutual fund as Mr. B. is not a sophisticated man who would be able to understand the...
2 Pages(500 words)Essay
Mutual Funds Articles...When a Fund Loses Its Star By Aaron Pressman The article “When a Fund Loses Its Star” written by Aaron Pressman highlights the fact that one of the major problems that the finance industry is facing today is that most of the fund managers are nearing their retirement age and it is expected to double in the next ten years or so. With due respect to the skills of the incoming managers, still the funds which are already in transition suffers from some common problems-Hedge funds and other traders try to guess what positions might be sold. Sometimes investors in a fund jump ship en masse, forcing ill-timed asset sales. In...
6 Pages(1500 words)Essay
Investing In mutual funds...Mutual Fund Investment The current global economic recession has created lot of concerns among investors about the safety of their investments. Some of the trusted traditional financial institutions like banks have collapsed and hence the investor’s belief in banks has been reduced considerably. On the other hand the share market and mutual funds were also adversely affected by the current recession. Many people have lost huge amounts of money because of the problems mutual fund and share market investments. This paper focuses on investments in general and mutual fund investments in particular....
2 Pages(500 words)Essay
