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文章基本信息

  • 标题:Performance Analysis of Investiment Funds: A study in Brazilian Stocks from January 2004 to August 2009
  • 本地全文:下载
  • 作者:Michelli Coll Casaccia ; Oscar Claudino Galli ; Guilherme Ribeiro de Macêdo
  • 期刊名称:Revista Organizações em Contexto
  • 印刷版ISSN:1809-1040
  • 电子版ISSN:1982-8756
  • 出版年度:2011
  • 卷号:7
  • 期号:13
  • 页码:1-30
  • 出版社:Universidade Metodista de São Paulo
  • 摘要:

    The objective of this study was to assess the superiority of investment funds with active management in relation to its benchmark. To this end, we analyzed the historical performance adjusted for risk, as well as the selectivity and market timing ability of fund managers. Tests were done with 106 active funds characterized as Ibovespa Active. The risk-free asset used was the CDI. We used Sharpe and Treynor ratios, Jensen’s alpha, and Treynor-Mazuy and Henriksson-Merton model. The Sharpe ratio and the Treynor ratio have shown superiority of about half of the funds examined. Jensen’s alpha as well as Treynor-Mazuy and Henriksson-Merton models haven`t shown significant results that could demonstrate the skills of selectivity and market timing of fund managers.

  • 关键词:Fundos de Investimento
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