Desenvolvimento de um método para avaliação qualitativa e quantitativa de fundos de investimento. / Proposal of a method to evaluate investmente funds in a qualitative and quantitative form.

AUTOR(ES)
DATA DE PUBLICAÇÃO

2000

RESUMO

Investing money has becoming a task that demands always more attention by investors. Investment alternatives has been growing, offering investors many options in terms of risk, return and liquidity. One of these alternatives is mutual fund, an industry whose assets have been growing a lot during the last years. Nowadays, there are more than R$ 200 billions invested in mutual funds, offered by asset managers. Choosing a fund to invest is not a simple task, even for main investors. There are many alternatives and information is not easily available. Offering a method that permits evaluate and rate mutual funds is the main purpose of this research. This method includes quantitative and qualitative variables, as well as aspects related to its asset manager. To attain this objective, this research was developed in two steps. Firstly, it was selected variables that could be part of the method, by bibliographic search. Secondly, it was obtained weights for both the variables and their group. This goal was achieved through a questionnaire sent to specific investors and consultants. The final result permits an analyst to give a grade to each variable and, using the method, to obtain a final classification for the analyzed fund. This dissertation suggests also a method for ranking mutual funds which intents to be easily comprehended, even to those investors that are not specialized in investment market.

ASSUNTO(S)

administração de recursos avaliação qualitativa avaliação quantitativa fundos de investimentos qualitative evaluation quantitative evaluation gestão de recursos mutual funds investments investment funds investimentos asset management mercado de capitais

ACESSO AO ARTIGO

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