Search results for "Investment fund"
showing 6 items of 6 documents
European Union commitment towards RES market penetration: From the first legislative acts to the publication of the recent guidelines on State aid 20…
2015
Abstract During the last three decades, the European Union (EU) commitment towards the Renewable Energy Sources (RES) market penetration has been very complex, involving several aspects pertaining to the economic and political action of Member States. This paper seeks to overview the historical development of the legislative EU framework, including a description of the main financial programmes established and managed by the EU Directorates General. Moreover, the work will proceed with the picture of some Investment Funds, ad hoc created for RES undertakings, and managed by the European Investment Bank (EIB) in collaboration with the EU or other foreign Bank Institutes. The delicate matter …
Macroeconomic Impact of Pension System Upon Private Pension Funds Scheme. Empirical Evidence from Central and Eastern European Countries
2021
Abstract The significance of retirement savings and private pension funds increased in the latest decades and gathered important amounts of capitals. The purpose of this paper is to investigate the macroeconomic effects of pension systems from an investment perspective in five Central and Eastern European countries. The analyzing process regarding several underlying macroeconomic effects of pension systems started from the premises that there is a strong connection between the structure of pension systems, the national economy and the development of the financial sector. The econometric tests were processed and applied by using pool data regression models and the method Pooled Instrumental …
Alternative Investment Fund Managers Directive and its Impact on Malta’s Financial Service Industry
2016
The introduction of the Directive on Alternative Investment Fund Managers (AIFM Directive 2011/61/EU) in 2013 means a radical transformation of the EU regulatory landscape for the whole alternative investment fund industry. Taking into account the growing meaning of the alternative investment fund industry in Europe, the aim of the paper is to assess the impact the Directive on Alternative Investment Fund Managers (AIFMD) will have on the Alternative Investment Fund Managers (AIFMs) managing Alternative Investment Funds (AIFs) in the EU. The research is based on the case of Malta, which is a quickly growing financial centre. The main findings are based on an analysis of questionnaire respon…
Projekts: Uzņēmuma "Jumis Finances" dibināšana
2017
Maģistra darba mērķis ir izstrādāt jauna uzņēmuma dibināšanas plānu un biznesa plānu trim darbības gadiem. Maģistra darba gaitā darba autors izstrādāja un novērtēja izveidojamā uzņēmuma „Jumis Finances” dibināšanas plānu un biznesa plānu trim pirmajiem darbības gadiem. Projekta mērķis – dibināt neatkarīgu uzņēmumu, kas nodarbosies ar vērtspapīru individuālu portfeļu izstrādi un konsultāciju sniegšanu. Darbs izklāstīts uz 101 lapām un iekļauj izmantotās literatūras un citu informācijas avotu 46 nosaukumus, 26 tabulas, un17 attēlus. Darba pētīšanas metodes: statistiskā analīze, grafiskā analīze, vertikāla analīze, SVID analīze, riska matrica.
OS ECJ-TF 3/2017 on the Decision of the Court of Justice of the European Union of 16 May 2017 in Berlioz Investment Fund SA (Case C-682/15), Concerni…
2018
This article examines the decision of the Grand Chamber of the Court of Justice of the European Union (ECJ) in Berlioz Investment Fund SA (Case C-682/15) delivered on 16 May 2017, following the Opinion of Advocate General Wathelet of 10 January 2017. The case concerned the levying of tax penalties in circumstances in which a third party partially refused to provide the Luxembourg tax authorities with information requested, by way of mutual assistance under the Mutual Assistance Directive (2011/16), by the French tax authorities. Having clarified that when exchanging information by way of mutual assistance under an EU directive, EU Member States are implementing EU Law, the Grand Chamber con…
Measuring the financial capability of investors
2011
PurposeThe purpose of this paper is to provide further understanding of the financial capability of mutual fund investors, and compare internet and branch office investors. It seeks to examine mutual fund investors' abilities and awareness of the terms and risks of mutual fund investments using a novel measurement instrument.Design/methodology/approachAbility measurement techniques adapted from educational and psychological studies were applied in the paper. Empirical survey data were collected in Finland.FindingsThere were differences between different types of investors in terms of financial knowledge. The channel used by the investors in making investments differentiated the more knowled…