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master's thesis
INVESTICIJSKE INSTITUCIJE KAO FINANCIJSKI POSREDNICI
Diplomski rad
2022. urn:nbn:hr:145:370520
Jakuš, Viktorija
Josip Juraj Strossmayer University of Osijek
Faculty of Economics and Business in Osijek
Chair of Finance and Accounting

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Jakuš, V. (2022). INVESTICIJSKE INSTITUCIJE KAO FINANCIJSKI POSREDNICI : 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:145:370520

Jakuš, Viktorija. "INVESTICIJSKE INSTITUCIJE KAO FINANCIJSKI POSREDNICI : 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:145:370520

Jakuš, Viktorija. "INVESTICIJSKE INSTITUCIJE KAO FINANCIJSKI POSREDNICI : 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:145:370520

Jakuš, V. (2022). 'INVESTICIJSKE INSTITUCIJE KAO FINANCIJSKI POSREDNICI : 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:145:370520

Jakuš V. INVESTICIJSKE INSTITUCIJE KAO FINANCIJSKI POSREDNICI : 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:145:370520

V. Jakuš, "INVESTICIJSKE INSTITUCIJE KAO FINANCIJSKI POSREDNICI : 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:145:370520

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Metadata
TitleINVESTICIJSKE INSTITUCIJE KAO FINANCIJSKI POSREDNICI : Diplomski rad
Title (english)INVESTMENT INSTITUTIONS AS FINANCIAL INTERMEDIARIES : Graduate paper
AuthorViktorija Jakuš
MentorDubravka Pekanov (mentor)
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 country2022-09-29, Croatia
Scientific / art field,
discipline and subdiscipline		SOCIAL SCIENCES
Economics
Finance
Abstract
Investicijske institucije zastupljene su svugdje u svijetu, a važne su jer pružaju usluge svojim klijentima. Korištenje njihovih usluga omogućava se klijentima ulaganje u razne oblike financijske imovine u čemu institucije imaju ulogu posrednika. Financijski posrednici od posebnog su značaja malim ulagačima koji nemaju direktan pristup financijskom tržištu. Osoba koja ima višak financijskih sredstava može se odlučiti na ulaganje i sukladno odluci odabrati preko kojeg financijskog posrednika... More želi ostvariti prinos na uloženi iznos. Ovisno o spremnosti na rizik investitor odlučuje hoće li ulagati u investicijske fondove ili će financijska sredstva usmjeriti prema brokerima ili dilerima. Prije ulaganja investitor se treba upoznati sa svakom kategorijom fondova ili društava jer se uz različite financijske posrednike vežu i različiti uvjeti poslovanja. Ulaganje u investicijske fondove smatra se sigurnijim načinom ulaganja novca jer se imovina raspoređuje na više investitora i samim time se rizik smanjuje. Svrha rada je analizirati investicijske fondove i promjene u broju UCITS fondova i AIF fondova kao i promjene zabilježene u njihovoj neto imovini. Navedene vrste fondova promatrale su se u Republici Hrvatskoj i Republici Sloveniji u razdoblju od 2015. godine do 2021. godine. Analizom se utvrđuje kako se u promatranom razdoblju u Republici Hrvatskoj povećava ukupan broj i ukupna neto imovina UCITS i AIF fondova. Isto tako u Republici Sloveniji je utvrđeno smanjenje ukupnog broja UCITS fondova i porast neto imovine te porast ukupnog broja AIF fondova i porast njihove imovine. Less
Abstract (english)
Investment institutions are present all over the world, and they are important because they provide services to their clients. The use of their services enables clients to invest in various forms of financial assets, in which institutions play the role of intermediaries. Financial intermediaries are of particular importance to small investors who do not have direct access to the financial market. A person who has excess financial resources can decide to invest and, according to this... More decision, choose through which financial intermediary he wants to obtain a return on the invested amount. Depending on the risk appetite, the investor decides whether to invest in mutual funds or channel financial resources to brokers or dealers. Before investing, the investor should familiarize himself with the different categories of funds or companies, as different financial intermediaries are associated with different business conditions. Investment in mutual funds is considered to be a safer form of investment, as the assets are distributed among several investors, thus reducing the risk. This paper analyzes the investment funds and the evolution of the number of UCITS funds and AIF funds, as well as the evolution of their net assets. The mentioned types of funds were observed in the Republic of Croatia and in the Republic of Slovenia in the period from 2015 to 2021. The analysis shows that the total number and total net assets of UCITS and AIF funds increase in the observed period in the Republic of Croatia. Also in the Republic of Slovenia, there was a decrease in the total number of UCITS funds and an increase in their net assets, as well as an increase in the total number of AIF funds and an increase in their assets. Less
Keywords
Keywords (english)
Languagecroatian
URN:NBNurn:nbn:hr:145:370520
Study programmeTitle: Financial Management
Study programme type: university
Study level: graduate
Academic / professional title: magistar/magistra ekonomije (magistar/magistra ekonomije)
Type of resourceText
File originBorn digital
Access conditionsOpen access
Terms of useLicence In copyright icon
Created on2023-05-09 13:39:58
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