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master's thesis
UTJECAJ PANDEMIJE NA POSLOVANJE OTVORENIH INVESTICIJSKIH FONDOVA
Diplomski rad
2022. urn:nbn:hr:145:406124
Filipović, Valerija
Josip Juraj Strossmayer University of Osijek
Faculty of Economics and Business in Osijek
Chair of Finance and Accounting

Cite this document

Filipović, V. (2022). UTJECAJ PANDEMIJE NA POSLOVANJE OTVORENIH INVESTICIJSKIH FONDOVA : Diplomski rad (Master's thesis). Osijek: Josip Juraj Strossmayer University of Osijek, Faculty of Economics and Business in Osijek. Retrieved from https://urn.nsk.hr/urn:nbn:hr:145:406124

Filipović, Valerija. "UTJECAJ PANDEMIJE NA POSLOVANJE OTVORENIH INVESTICIJSKIH FONDOVA : Diplomski rad." Master's thesis, Josip Juraj Strossmayer University of Osijek, Faculty of Economics and Business in Osijek, 2022. https://urn.nsk.hr/urn:nbn:hr:145:406124

Filipović, Valerija. "UTJECAJ PANDEMIJE NA POSLOVANJE OTVORENIH INVESTICIJSKIH FONDOVA : Diplomski rad." Master's thesis, Josip Juraj Strossmayer University of Osijek, Faculty of Economics and Business in Osijek, 2022. https://urn.nsk.hr/urn:nbn:hr:145:406124

Filipović, V. (2022). 'UTJECAJ PANDEMIJE NA POSLOVANJE OTVORENIH INVESTICIJSKIH FONDOVA : Diplomski rad', Master's thesis, Josip Juraj Strossmayer University of Osijek, Faculty of Economics and Business in Osijek, accessed 19 March 2025, https://urn.nsk.hr/urn:nbn:hr:145:406124

Filipović V. UTJECAJ PANDEMIJE NA POSLOVANJE OTVORENIH INVESTICIJSKIH FONDOVA : Diplomski rad [Master's thesis]. Osijek: Josip Juraj Strossmayer University of Osijek, Faculty of Economics and Business in Osijek; 2022 [cited 2025 March 19] Available at: https://urn.nsk.hr/urn:nbn:hr:145:406124

V. Filipović, "UTJECAJ PANDEMIJE NA POSLOVANJE OTVORENIH INVESTICIJSKIH FONDOVA : Diplomski rad", Master's thesis, Josip Juraj Strossmayer University of Osijek, Faculty of Economics and Business in Osijek, Osijek, 2022. Available at: https://urn.nsk.hr/urn:nbn:hr:145:406124

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Metadata
TitleUTJECAJ PANDEMIJE NA POSLOVANJE OTVORENIH INVESTICIJSKIH FONDOVA : Diplomski rad
Title (english)THE IMPACT OF THE PANDEMIC ON THE OPERATIONS OF OPEN-ENDED INVESTMENT FUNDS : Graduate paper
AuthorValerija Filipović
MentorDubravka Pekanov (mentor)
MentorAna Zrnić (komentor)
Committee memberIvo Mijoč (predsjednik povjerenstva)
Committee memberIvana Fosić (član povjerenstva)
Committee memberDubravka Pekanov (član povjerenstva)
GranterJosip Juraj Strossmayer University of Osijek
Faculty of Economics and Business in Osijek
(Chair of Finance and Accounting)
Osijek
Defense date and country2022-09-16, Croatia
Scientific / art field,
discipline and subdiscipline		SOCIAL SCIENCES
Economics
Finance
Abstract
Investicijski fondovi predstavljaju jedan od najaktualnijih oblika ulaganja viška novčanih sredstava s ciljem ostvarivanja adekvatnih povrata na uložena sredstva s obzirom na rizik ulaganja koji je određeni investitor spreman prihvatiti. Njima upravljaju društva za upravljanje investicijskim fondovima, preko kojih je moguće ulagati u različite vrijednosne papire. No, razlika u usporedbi sa samostalnim ulaganjem je ta što u ovom slučaju, profesionalci koji rade za društva koja upravljaju... More investicijskim fondovima, tj. portfolio menadžeri odlučuju o tome gdje će se sredstva uložiti. Navedeno predstavlja dobru opciju malim i novim ulagačima na tržištu kapitala koji nemaju dovoljno znanja ni iskustva u samostalnom stvaranju portfelja vrijednosnih papira koji će disperzirati rizik ulaganja. Postoji nekoliko vrsta investicijskih fondova, a najpoznatiji su otvoreni investicijski fondovi s javnom ponudom. Kriza izazvana COVID – 19 virusom uzrokovala je dosad neviđene posljedice za globalnu ekonomiju. Mjere koje su mnoge države donijele s ciljem suzbijanja širenja virusa odrazile su se na smanjenje gospodarske aktivnosti, što je također postalo prijetnja poslovanju cjelokupnog financijskog sustava, a samim time i poslovanju investicijskih fondova koji su bilježili određene gubitke. Sukladno navedenome, temeljni cilj ovog diplomskog rada je analizirati utjecaj pandemije na poslovanje otvorenih investicijskih fondova s javnom ponudom u Republici Hrvatskoj. Promatrano je razdoblje od 2017. do 2021. kako bi se, usporedbom situacije prije pandemije i situacije uzrokovane pandemijom, dobio cjelovit uvid u utjecaj koji pandemije ima na otvorene investicijske fondove s javnom ponudom. Analizom je ustanovljeno da je najveće gubitke uzrokovao prvi val pandemije, dok je oporavak analiziranih fondova zabilježen već krajem 2021. godine. Less
Abstract (english)
Investment funds are one of the most common forms of investing surplus funds with the aim of obtaining a reasonable return on the invested funds, taking into account the investment risk that a given investor is willing to assume. They are managed by investment fund management companies through which one can invest in various securities. However, the difference with independent investment is that in this case, professionals who work for companies that manage investment funds, i.e.... More portfolio managers, decide where the funds will be invested. This is a good option for small investors and newcomers to the capital market who do not have sufficient knowledge or experience in independently building a portfolio of securities to spread investment risk. There are various types of investment funds, of which the best known are open-end investment funds with a public offering. The crisis triggered by the virus COVID -19 had unforeseen consequences for the world economy. The measures taken by many countries to combat the spread of the virus were reflected in a reduction of economic activity, which also became a threat to the functioning of the entire financial system and, consequently, to the activity of investment funds, which recorded certain losses. Therefore, the main objective of this work is to analyse the impact of the pandemic on the activity of open-end investment funds with public offering in the Republic of Croatia. The period from 2017 to 2021 was considered in order to get a comprehensive insight into the impact of the pandemic on open-ended investment funds with public offering by comparing the situation before the pandemic with the situation caused by the pandemic. The analysis showed that the largest losses were caused by the first wave of the pandemic, while the recovery of the analysed funds was already observed by the end of 2021. Less
Keywords
Keywords (english)
Languagecroatian
URN:NBNurn:nbn:hr:145:406124
Study programmeTitle: Financial Management
Study programme type: university
Study level: graduate
Academic / professional title: sveučilišni magistar/magistra ekonomije (sveučilišni magistar/magistra ekonomije)
Type of resourceText
File originBorn digital
Access conditionsOpen access
Terms of useLicence In copyright icon
Created on2023-04-21 06:23:41
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