Comparison of the efficiency of Baltic investment funds /

Abstract

In order to invest in suitable funds, it is necessary to evaluate and compare the activities of different investment funds whose units are traded on the different stock exchanges. In order to achieve a better result, it is useful to evaluate and compare several similar countries located in a similar geographical, demographic, social and economic space. Therefore, investment funds operating in the Baltic States were selected for the study, selecting funds that prevail on the stock exchanges of the Baltic States (stock funds, bond funds, funds of funds). The purpose of the study is to analyze the effectiveness and riskiness of the most common investment funds in the Baltic countries, in order to provide a potential investor with the reasonable information about investment opportunities in the Baltic stock exchanges. To achieve the goal, a systematic and comparative analysis of scientific literature, analysis and synthesis of statistical data, summarization, calculation, evaluation, comparison of performance indicators of investment funds are emphasized.