CEU Electronic Theses and Dissertations, 2020
| Author | Saxena, Harshita |
|---|---|
| Title | Thematic Funds- Competitor Landscaping |
| Summary | This project aims to create a standardized and a detailed compilation of competitor analysis of thematic funds focusing on the 5 key themes of the decade: FinTech, Future of Transport, Next-Generation Technology, Nutrition and Sustainable Energy. Competitive landscaping is an extremely important activity for thematic funds since they are currently not benchmarked to any indices. Until now, no indices have been created specifically to a theme although MSCI is in the process of releasing an index focussed on companies rated on the basis of Environmental, Social, Governance (ESG) factors. Hence, in order to gauge the market standing and positioning of a thematic fund, it is imperative to assess it against the performance and characteristics of other funds. These comparator funds follow a common philosophy of investing and for the purpose of this project, have been selected based on MorningStar peer groups. |
| Supervisor | Wood, Fred |
| Department | Economics MSc |
| Full text | https://www.etd.ceu.edu/2020/saxena_harshita.pdf |
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