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The performance of low-carbon equity funds

Birk, Kevin; Rohleder, Martin; Weh, René; Wilkens, Marco - 2026

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015647470

Sustainability labels matter

Kolling, Christopher; Busch, Timo - 2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015211079

Effects of fund and manager attributes on equity fund performance in Türkiye

Yazar, Onursal; Aybars, Aslı - 2025

The relative performance of an equity fund having a benchmark consisting of one or more indices can be simply calculated by comparing the fund's return with its benchmark's return in given periods. The purpose of this study is to analyze the specific characteristics of funds and investment...

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015449578

Visible hands : professional asset managers' expectations and the stock market in China

Ammer, John; Rogers, John A.; Wang, Gang; Yang, Yue - 2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015451407

Do investors care about sustainable investment targets? : an assessment using the sustainable finance disclosure regulation

Badenhoop, Nikolai; Mücke, Christian - 2025

This paper analyzes the impact of disclosures of sustainable investment targets under the EU Sustainable Finance Disclosure Regulation (SFDR) on mutual fund flows. Using a staggered difference-in-differences setup and focusing on retail-oriented index funds, we find that sustainable investment...

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015453154

Index fund flows and fund distribution channels

Barahona, Ricardo - 2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015407076

Investor sentiment and equity mutual fund performance in Brazil

Silva, Sabrina Espinele da; Fonseca, Simone Evangelista; … - 2025

Purpose Focusing on the Brazilian equity mutual fund industry, this study analyzes whether including the investor sentiment index in asset pricing models is important for explaining fund alpha. Design/methodology/approach The investor sentiment index and risk factors in the Fama and French...

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015410412

Mutual fund performance : the model for selecting persistent winners

Mateus, Cesario; Mateus, Irina Bezhentseva; Todorovic, … - 2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015445570

Klimabezogene Analyse des österreichischen Finanzmarkts : Synthesebericht

2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015492627

Analyse der Klimarisikoexposition von Fonds des österreichischen Finanzmarkts : klimabezogene Analyse des österreichischen Finanzmarkts : Modul 1

2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015492634

Comparative analysis of AI-driven versus human-managed equity funds across market trends

Amirul Ammar Anuar; Sulaiman, Ahmad Azam; Mohammad … - 2025

The emergence of AI-driven funds has prompted inquiries regarding their efficacy in comparison with human-managed funds; however, empirical evaluations remain scarce. This study investigates their performance across distinct market conditions, a downtrend in 2022 and a subsequent recovery to an...

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015614069

Are active mutual fund managers skilled in picking stock concepts?

Fu, Jinlin; Lu, Xiaomeng; Xie, Yuxin; Wang, Binxu - 2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015482565

Variation in the value of active share across regions of investments : evidence from global equity funds

Broman, Markus; Fulkerson, Jon - 2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015558923

Predictive power of mutual fund holdings on stock returns : evidence from the Korean market

Yi, Kayoun; Kim, Noolee - 2025

The question of whether mutual funds have a superior prediction ability for future stock returns as professional investors has been an important research topic in the theory of investments. We examine the predictive power of mutual funds' stock holdings on stock returns in the Korean market....

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015560523

Actively managed equity mutual funds in emerging markets

González, Michael; Astaíza-Gómez, José Gabriel; … - 2024

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015064203

Do ESG fund managers pump and dump the stocks in their portfolios? : European evidence

Papathanasiou, Spyros; Kenourgios, Dimitris; … - 2024

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10014583397

Who is greener, more social and better-governed? : dual ownership by SRI mutual funds stands out

Joliet, Robert; Titova, Yulia - 2024

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015080710

Investment styles of Islamic equity funds

Chowdhury, Md Iftekhar Hasan; Balli, Faruk; De Bruin, Anne - 2024

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10014446736

The information in industry-neutral self-financed trades

Barardehi, Yashar H.; Da, Zhi; Warachka, Mitch - 2024

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10014520124

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The Information in Industry-Neutral Self-Financed Trades

Barardehi, Yashar H. - 2020

Book / Working Paper

Bonds versus equities : information for investment

Chang, Huifeng; Avernas, Adrien d'; Eisfeldt, Andrea L. - 2024

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015168700

Like daughter, like father : female socialization and green equity investment

Hervé, Fabrice; Marsat, Sylvain - 2024

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015591704

A data-driven approach to unlocking the potential of equity mutual funds for retail investors : an analysis based on expert insights

Balasubramanian, Senthil Arasu; Jeyaprakash, Rajesh; … - 2026

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015628413

Mutual Fund Family Structure

Haight, Tim; Yin, Chengdong - 2023

This study examines the impact of mutual fund family structure on mutual fund attributes. Using a novel dataset, we consider a two-layer fund family structure: whether an advisory firm manages one or multiple investment companies and whether each investment company has one (standalone) fund or...

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10014258596

What is Forensic Finance?

Griffin, John M.; Kruger, Samuel - 2023

We survey a growing field studying aspects of finance that are potentially illegal, illicit, or immoral. Some of the literature is investigative in nature to uncover malfeasance that is recent and possibly ongoing. Other forensic finance research examines past events to generate a fuller...

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10014349934

On the Use of Currency Forwards : Evidence from International Equity Mutual Funds

Opie, Wei; Riddiough, Steven - 2023

We undertake the first comprehensive investigation into the use of currency forwards at international equity mutual funds. Using a unique hand-collected dataset spanning 15-years and over 1,200 US mutual funds, we identify three distinct approaches to using currency forwards that span liquidity,...

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10014350600

Vanguard and Fidelity Domestic Active Stock Funds : Both Beat their Style Mimicking Vanguard Index Funds, & Vanguard Beats by More

Tower, Edward - 2023

This paper contrasts the return of Vanguard and Fidelity active stock mutual funds with the style-mimicking portfolio of Vanguard’s index funds. Vanguard’s equally-weighted portfolio of domestic active funds out-returns the portfolio of Vanguard index funds with the same style, as does...

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10014350789

Short-term persistence performance of equity mutual fund returns : evidence from India

Veeravel, V. - 2023

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10014632845

Analyzing the ability of investment managers in equity mutual funds during the COVID-19 pandemic in Indonesia

Sri Kusyani Arimbi; Achsani, Noer Azam; Bandono, Bayu - 2023

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10014308028

Canadian-based Equity Mutual Fund Performance, 2008-2022

Hochachka, Gene - 2023

Using data from Morningstar, we analyze the performance from 2008 to 2022 of the main equity categories of actively-managed Canadian-domiciled mutual funds.The results differ by category but averaged across the four main fund categories, fund gross returns roughly equal their gross benchmark...

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10014265160

The Modern Mutual Fund Family

Dannhauser, Caitlin D.; Spilker, Harold D. - 2023

Modern mutual fund families include more than active mutual funds (AMFs). AMFs in families with greater index mutual fund (IMF) presence generate higher category-adjusted gross returns. Performance is positively related to the levels of passive and active fees, suggesting moral hazard....

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10014265369

Index Funds, Asset Prices, and the Welfare of Investors

Schmalz, Martin C.; Zame, William R. - 2023

We present a general equilibrium model in which heterogeneous investors choose among bonds, stocks, and an Index Fund holding the market portfolio. We show that, under standard assumptions, an equilibrium exists. We then derive predictions for equilibrium asset prices, investor behavior, and...

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10014255122

Analyzing Fintech Equity Funding Flows and Fintech Deals Globally

Golder, U; Barua, Suborna - 2023

This study examines the nature, trend, and patterns of FinTech equity funding and the number of FinTech agreements on a different scale. The distribution of FinTech equity financing and FinTech deals have been scrutinized globally, regionally, and between different income groups on the...

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10014359382

Investor information choice with macro and micro information

Glasserman, Paul; Mamaysky, Harry - 2023

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10014228769

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Investor Information Choice with Macro and Micro Information

Glasserman, Paul - 2019

Book / Working Paper

Are broker-sold funds flows sensitive to fund performance or not? : evidence from Indian mutual funds market

Dipika; Shveta Singh - 2023

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10014388560

Analysing FinTech equity funding flows and FinTech deals globally

Golder, Uttam; Barua, Suborna - 2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015376398

State-owned equity investment funds and corporate innovation

Fang, Wei; Fang, Mian; Wang, PengHang - 2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015197717

Portable alpha for the (Taxable) masses : can capital-efficient funds live up to the hype?

Crook, Michael; Pickens, Nora - 2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015327276

Window dressing, fund performance, and fund flows : insights into Taiwan's equity mutual funds

Hung, Pi-Hsia - 2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015454711

Skilled active liquidity management : evidence from shocks to fund flows

Rzeźnik, Aleksandra - 2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015405420

The impact of governance on equity funds' performance during stable and turbulent market conditions

Mirza, Nawazish; Mangafić, Jasmina; Umar, Muhammad; … - 2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015408225

Global mutual fund flows

Vidal, Marta; Vidal-García, Javier; Bekiros, Stelios; … - 2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015607952

Does disclosure regulation affect mutual fund families' proxy voting?

Kim, Eunjee - 2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015641470

Measuring mutual fund flows

Li, James J.; Lu, Zheng - 2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015644700

Liquidity risk and liquidity timing in the cross-section of Indian equity mutual fund returns

Kumar, Suresh; Ali, Hyder - 2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015651450

Fixed income index funds : demystifying portfolio construction and rebalancing

Laipply, Stephen; Madhavan, Ananth Narayan; Mauro, James; … - 2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015651753

The "Betting" behavior of mutual fund families

Wu, Yanran; Meng, LiLi - 2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015415812

Fee structure and equity fund manager's ability screening

Jin, Yukun - 2025

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10015574801

Islamic Equity Fund Investment Styles

Chowdhury, Md Iftekhar Hasan; Balli, Faruk; de Bruin, Anne - 2022

This study investigates style investing of Islamic equity funds (IEFs) particularly through a portfolio holdings lens. We examine an unbiased survivorship sample of 224 active portfolios domiciled in 22 countries for the period 2004 to 2018, to shed new light on style concentration and change in...

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10013290064

Diversity Matters : The Role of Gender Diversity on US Active Equity Fund Performance

Lawrence, Stephen - 2022

The quality and diversity of a fund’s investment team has long been viewed as a critical part of its success and a potential driver of performance. Yet because active fund management still lacks gender diversity, there are likely additional benefits to be realized.This study leverages a novel...

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10013291516

Retail fund flows and performance : insights from supervisory data

Hodula, Martin; Szabo, Milan; Bajzík, Josef - 2024

Persistent link: https://www.econbiz.de, ebvufind01.dmz1.zbw.eu/10014533592

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Retail fund flows and performance: insights from supervisory data

Hodula, Martin; Szabo, Milan; Bajzík, Josef - 2022

Book / Working Paper