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master's thesis
Kompromis profitabilnosti i održivosti ulaganja u investicijskim fondovima
Zagreb: University of Zagreb, Faculty of Economics and Business, 2023. urn:nbn:hr:148:249927
Hubzin, Fran
University of Zagreb
Faculty of Economics and Business
Department of Finance

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Hubzin, F. (2023). Kompromis profitabilnosti i održivosti ulaganja u investicijskim fondovima (Master's thesis). Zagreb: University of Zagreb, Faculty of Economics and Business. Retrieved from https://urn.nsk.hr/urn:nbn:hr:148:249927

Hubzin, Fran. "Kompromis profitabilnosti i održivosti ulaganja u investicijskim fondovima." Master's thesis, University of Zagreb, Faculty of Economics and Business, 2023. https://urn.nsk.hr/urn:nbn:hr:148:249927

Hubzin, Fran. "Kompromis profitabilnosti i održivosti ulaganja u investicijskim fondovima." Master's thesis, University of Zagreb, Faculty of Economics and Business, 2023. https://urn.nsk.hr/urn:nbn:hr:148:249927

Hubzin, F. (2023). 'Kompromis profitabilnosti i održivosti ulaganja u investicijskim fondovima', Master's thesis, University of Zagreb, Faculty of Economics and Business, accessed 23 November 2024, https://urn.nsk.hr/urn:nbn:hr:148:249927

Hubzin F. Kompromis profitabilnosti i održivosti ulaganja u investicijskim fondovima [Master's thesis]. Zagreb: University of Zagreb, Faculty of Economics and Business; 2023 [cited 2024 November 23] Available at: https://urn.nsk.hr/urn:nbn:hr:148:249927

F. Hubzin, "Kompromis profitabilnosti i održivosti ulaganja u investicijskim fondovima", Master's thesis, University of Zagreb, Faculty of Economics and Business, Zagreb, 2023. Available at: https://urn.nsk.hr/urn:nbn:hr:148:249927

Metadata
TitleKompromis profitabilnosti i održivosti ulaganja u investicijskim fondovima
Title (english)Trade-off between profitability and sustainability of investments in investment funds
AuthorFran Hubzin
MentorMihovil Anđelinović (mentor)
Committee memberMaja Mihelja Žaja (član povjerenstva)
Committee memberAntonija Buljan (član povjerenstva)
GranterUniversity of Zagreb
Faculty of Economics and Business
(Department of Finance)
Zagreb
Defense date and country2023-09-13, Croatia
Scientific / art field,
discipline and subdiscipline		SOCIAL SCIENCES
Economics
Finance
Abstract
Koncept ESG-a značajno je utjecao na tržište investicijskih fondova, ali i njihovo poslovanje i strategije ulaganja. Regulatorni zahtjevi potaknuli su upravitelje investicijskih fondova da osmisle nove proizvode i prilagode već postojeće. Pojavile su se primjedbe da investicijski fondovi propuštaju prilike za ostvarivanjem atraktivnijih prinosa kako bi svoja ulaganja prilagodili zahtjevima ESG-a. Stoga, cilj ovog rada je istražiti pristaju li upravitelji investicijskih fondova na takav kompromis i s kojim motivima. Definirane su osnovne kategorije investicijskih fondova te njihove karakteristike. Također, definiran je regulatorni okvir koji obuhvaća zahtjeve za zadovoljavanjem okolišnih, društvenih i upravljačkih kriterija. Provedena je analiza profitabilnosti investicijskih fondova po kategorijama na određenom uzorku te analiza cjelokupnog tržišta investicijskih fondova na području Europske unije te je metodom komparacije utvrđivana prisutnost kompromisa profitabilnosti i održivosti ulaganja u investicijskim fondovima.
Abstract (english)
ESG concept significantly affected investment funds market, as well as their managing and investment strategies. Regulatory requirements encouraged investment fund managers to come up with new products and to adjust existing ones. There have been remarks that investment funds are missing opportunities to achieve more atractive returns in order to adapt their investments to ESG requirements. Therefore, the main goal of this paper is to investigate whether investment fund managers agree to such a compromise and with what motives. Basic categories of investment funds and their characteristics are defined. Also, a regulatory framework that includes requirements for meeting environmental, social and governance criteria has been defined. An analysis of the profitability of investment funds by category was carried out on a certain sample, as well as an analysis of the entire investment funds market in the territory of the European Union, and the presence of compromise between profitability and sustainability of investments in investment funds was determined using the method of comparison.
Keywords
Keywords (english)
Languagecroatian
URN:NBNurn:nbn:hr:148:249927
Study programmeTitle: Business Economics
Study programme type: university
Study level: integrated undergraduate and graduate
Academic / professional title: magistar/magistra ekonomije (magistar/magistra ekonomije)
Type of resourceText
File originBorn digital
Access conditionsOpen access
Terms of useLicence Attribution-NonCommercial-ShareAlike 3.0 Unported (CC BY-NC-SA 3.0) icon
Created on2023-09-13 13:35:39