A study on assessing and critiquing ways of selecting equity fund managers

الموضوعات

اقتصاد

الملخص

The research could be premature to some of the financial industries such as the UAE, as mutual fund management as a brand and business is still in the pioneer level of the industry cycle. The research might be more applicable to the institutions and high net worth individuals that would like to gain exposure and obtain alpha from abroad markets that have a developed Mutual funds business such as US,UK or some of the Asian countries. The external fund investment is very broad as it can touches upon any investment asset class. During this research focus was on the equity part that might share some similarity with the other asset classes. The objective of the research is to provide a framework or a process to assess and critique the selection of external funds in the mutual fund industry. Also, to get a ranked criteria during different market conditions that will provide is the criteria is static during market conditions is it more of a dynamic and how much does market cycle affect the fund manager criteria.The research has been conducted through covering the available academic research of fund manager selection criteria and books that are written by researchers who research mutual funds and rate them. After consolidating the available criteria from academia, provided a short explanation for each in the literature as a summary. After all of the data gathering and critique, 8 criteria were selected to be rated by external parties. The approach to get the results was to do a questionnaire that will be focusing on eight criteria and three market conditions (Trough, Middle, Peak) market cycle. The aim of providing different market conditions is to stress the criteria whether it will hold as a rank through the three market conditions. The questionnaire will be sent to external parties that have a good network with through my work via an e-mail. The data sample will not be wide as the perception that quality of the sample response is highly regarded in the questionnaire. The questionnaire was done in a way that only a skilled investor professional due to the level of required information.The results came inspiring as two out of the eight criteria been rated as the same importance during different market conditions. Also, six out of eight criteria failed to succeed and were volatile through different market conditions. Explained that 2 criteria could be dependent and work well during the long-term approach of investing and sixfailed to be persistence and help in the long-term. Furthermore, six out of eight criteria showed it works in short-term market specific condition. The recommendation came from the four sources questionnaire result, Questionnaire rater feedback, industry leaders, and personal experience. The combination of four sources concluded a rounded research touching different parties to provide proper criteria to help in selection of equity fund managers. In conclusion the available information through academia was limited and too specific which I tried to bring a full comprehensive research to help in understanding and investing in external funds in a more fundamental way.

روابط وملفات

التعريف والنوع

رقم الوثيقة

05f7897a-e67c-45eb-b01f-221775befbc5

رقم العقد

0

نوع الوسائط

Crawler

نوع المحتوى

الرسائل العلمية

صيغة المصدر

رسائل ماجيستير

نوع الملف

pdf text

أسماء الملفات

8561_1.pdf

بيانات النشر

ترجمة العنوان

دراسة حول تحليل وتدقيق في طرق اختيار مدراء محافظ الأسهم

ألقاب المؤلفين

[{"name_ar":"Elango Rengasamy","title_ar":"اشراف","title_en":"Supervision"},{"name_ar":"Falah Abdulla Al-Ahbabi","title_ar":"اعداد","title_en":"Preparation"}]

اللغة

English

المصدر والدورية

اسم المصدر

A study on assessing and critiquing ways of selecting equity fund managers

المحتوى والصفحات

عدد الصفحات

0

ترجمة الملخص

الدراسة قد تكون في مراحل متقدمه من حيث الموضوع و المعنى. و لكن في الدول ذات الاسواق المتقدمه تعد هذي الدراسه من الامور التي تطرح و تتداول بشكل يومي في مجال الاستثمار و المحافظ الناشطه. مجمل الدراسه عن كيفية اختيار مدراء محافظ الأسهم العامه و ماهي الخصائص المثال لكي تساعد المستثمر في عملية الاختيار و المقارنة.كي اتوصل على ماهي الخصائص المثبت لاختيار مدراء المحافظ كان يجب ان اراجع جميع المراجع و الدراسات التي وضحت ماهي الخصائص و بعد جمعها قمت بتحليل الخصائص بمساعدة بخبرتي في هذا المجال على و قد دونت الايجابيات و السلبيات لكل خصله. بعد ذلك قمت باستفتاء عام شمل مختصين في مجال اختيار مدراء المحافظ و عل ضوء ذالك قمت بتقييم مدى كفاءة و جودة كل خصله. و في النهايه ابدية رايي في مر هو اهم الخصائص التي يجت ان تتوفر كي يكون مدير المحفضه يؤدي بشكل جيد و يصبح من ضمن العائد المتوقع للاستثمار.المستفيد الاكبر من هذي الدراسه اصحاب روؤس الاموال الخاصة و المؤسسات المختصهفي الاستثمار و بدرجه اقل الافراد لانها تستهدف الاستثمار طويل الأمد مع قابلية للاستثمار لوقت طويل.

إشراف وإعداد

الإشراف

Elango Rengasamy

الإعداد

Falah Abdulla Al-Ahbabi

الاقتباسات الببليوغرافية