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Doctor of Business Administration Dissertations
Essays in mutual funds.
Aadhaar Verma Follow
https://orcid.org/0000-0002-4221-9794
Date of Award
Winter 12-2021
Author's School
- Olin Business School
Finance, Doctor of Business Administration
Degree Name
Doctor of Business
Degree Type
Dissertation
This dissertation examines mutual fund portfolio formation, the economic forces that determine how fund managers construct their portfolios, and the market effects of fund portfolio disclosures.
In the first chapter of my dissertation, I study how funds modify their portfolios around disclosure dates in order to cater to their investors’ non-financial preferences. Using social norms and investor boycotts surrounding tobacco and firearm sectors as a proxy for non-financial preferences, I find that these stocks experience significant negative returns on portfolio disclosure dates and significant positive returns on the day after the portfolio disclosure. I also find that funds accelerate their trading activity in these stocks after the portfolio disclosure. These results suggest that investors’ non-financial preferences can result in temporary fluctuations in asset prices around mutual fund portfolio disclosure dates.
In the second chapter, co-authored with Todd Gormley and Zachary Kaplan, I examine how fund trades and stock prices vary around the quarterly fund reporting cycle. Mutual funds accelerate trades that complete the building of existing positions by disclosure dates but delay trades that initiate new positions until after the portfolio disclosure. Consistent with disclosure-based motives unrelated to new information about intrinsic values driving these quarterly trade dynamics, both stock price informativeness and commissions paid by funds drop at quarter-end.
Chair and Committee
Zachary Kaplan, Todd A. Gormley, Mahendra Gupta
Recommended Citation
Verma, Aadhaar, "Essays in Mutual Funds" (2021). Doctor of Business Administration Dissertations . 12. https://openscholarship.wustl.edu/dba/12
Since January 05, 2022
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Accounting Commons , Corporate Finance Commons , Portfolio and Security Analysis Commons
https://doi.org/10.7936/dr2e-d216
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Two essays on mutual funds
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PERFORMANCE ANALYSIS OF MUTUAL FUND (MBA PROJECT)
2020, Sona school of management
The main purpose of doing this project was to know about mutual fund and its functioning. This helps to know in details about mutual fund industry right from its inception stage, growth and future prospects. It also helps in understanding different schemes of mutual funds. Because my study depends upon prominent funds in India and their schemes like equity, income, balance as well as the returns associated with those schemes. The project study was done to ascertain the asset allocation, entry load, exit load, associated with the mutual funds. Ultimately this would help in understanding the benefits of mutual funds to investors.
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Shodhganga : a reservoir of Indian theses @ INFLIBNET
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- Assam University
- Department of Commerce
| Title: | Performance of mutual funds in India a study on select mutual funds |
| Researcher: | Sharmacharjee, Rajat |
| Guide(s): | |
| Keywords: | Mutual Funds in India |
| University: | Assam University |
| Completed Date: | 01/01/2014 |
| Abstract: | newline |
| Pagination: | |
| URI: | |
| Appears in Departments: | |
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COMMENTS
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The study aims to understand the perception of mutual funds among individuals in India. The research will involve surveying a sample of individuals from various age groups and income levels to gather their opinions on mutual funds. The study will explore factors such as the level of awareness about mutual funds, the perceived benefits and risks ...
Consult the top 50 dissertations / theses for your research on the topic 'Mutual funds.'. Next to every source in the list of references, there is an 'Add to bibliography' button. Press on it, and we will generate automatically the bibliographic reference to the chosen work in the citation style you need: APA, MLA, Harvard, Chicago, Vancouver, etc.
This dissertation examines mutual fund portfolio formation, the economic forces that determine how fund managers construct their portfolios, and the market effects of fund portfolio disclosures. In the first chapter of my dissertation, I study how funds modify their portfolios around disclosure dates in order to cater to their investors' non-financial preferences. Using social norms and ...
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Mutual Funds as Trusts: A Mutual Fund in India is constituted in the form of Public trust Act, 1882. The Fund sponsor acts as a settlor of the Trust, contributing to its initial capital and appoints a trustee to hold the assets of the trust for the benefit of the unit-holders, who are the beneficiaries of the trust.
This document discusses an MBA student's dissertation report on asset management by mutual funds in India, with a focus on Kotak Mahindra Asset Management Company. It includes a declaration by the student, acknowledgements, an executive summary of the report's contents, and the need and objectives for conducting the study. The student examines Kotak Mahindra's mutual fund products and services ...
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2012. Publisher: Elsevier. Abstract: This article presents an overview of the mutual fund industry in India and the reasons for its poor penetration, which includes lack of objective research. It benchmarks the industry globally, and raises key issues regarding the ownership and performance of mutual funds, the sensitivity of fund flows to ...
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