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Autor
Krupa Dorota (Uniwersytet Mikołaja Kopernika w Toruniu), Koźliński Tomasz (Uniwersytet Mikołaja Kopernika w Toruniu)
Tytuł
Investment Funds in Poland and the USA - Selected Aspects
Źródło
e-Finanse, 2006, nr 1, tab., bibliogr. 17 poz.
Słowa kluczowe
Fundusze inwestycyjne, Dystrybucja
Investment funds, Distribution
Uwagi
Brak numeracji stron.
Kraj/Region
Polska, Stany Zjednoczone Ameryki
Poland, United States of America (USA)
Abstrakt
According to K. Geert Rouwenhorst, the investment fund concept dates back to Europe in the late 1700s, when, as he describes in The Origins of Mutual Funds, "a Dutch merchant and broker, Adriaan van Ketwich, invited subscriptions from investors to form a trust (...) to provide an opportunity to diversify for small investors with limited means". Nowadays, investment funds are one of the most popular common savings-products in the world. This form of financial investment is directed both at private, and institutional investors. Investing in funds seems to be a perfect solution for those who do not feel familiar with the workings of financial markets, or do not have enough time to find the best way of investing their savings but, on the other hand, wish to allocate corporate and personal funds. This article is an attempt to present some aspects of the investment fund industry in Poland and in the USA. The selection of the American market for comparison was determined by the fact that American funds' assets are the highest in the world. The Polish fund industry has existed for only 13 years. The authors focused on the assets of investment funds and channels of distribution in these countries. (fragment of text)
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Bibliografia
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  1. Biuletyn użytkowników SFI2005, No. 3.
  2. Directive 2000/31/EC of 8 VI2000 on certain legal aspects of information society services, in particular electronic commerce, in the Internal Market (Directive on electronic commerce), Official Journal of the European Communities L 178, 17 VII 2000
  3. Directive 2002/65/EC of 23 VIII 2002 concerning the distance marketing of consumer financial services and amending Council Directive 90/619/EEC and Directives 97/7/EC and 98/27/EC, Official Journal of the European Communities L 271, 9 X 2002.
  4. Dziawgo L., Eco-offers of Banks and Investment Funds. Poland & International Trends, Wydawnictwo UMK, Toruń 2003.
  5. Fundusze przez Internet, Educational Seminar, mBank, Warsaw 25 III 2003.
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  7. Kozlinski T., Transaction Cost Economics of Creators and Aggregators of Financial Services in the Internet (in Polish), Ph.D. Students Conference Contemporary Tendencies in Economics, Nicholas Copernicus University in Torun, Torun 15 IV 2005.
  8. Krupa D., Investment funds in Poland against the European investments' funds market (in Polish), Ph.D. Students Conference Contemporary Tendencies in Economics, Nicholas Copernicus University in Torun, Torun 15.04.2005.
  9. Raport 2004 (in Polish), Izba Zarządzających Funduszami i Aktywami, 2005.
  10. Rea J.D., Reid B.K., Mutual Fund Distribution Channels and Distribution Costs, "Perspective" 2003, No. 3, Investment Company Institute.
  11. Rea J.D., Reid B.K., Lee T., Mutual Fund Costs 1980-1998, "Perspective" 1999, No. 4, Investment Company Institute.
  12. Rouwenhorst K.G., The Origins of Mutual Funds, "Yale International Center for Finance Working Paper" 2004, No. 04-48.
  13. Supermarket funduszy inwestycyjnych - nowa jakość w finansach osobistych. Open Finance mBank, Educational Seminar, mBank, Warsaw 19 V 2004.
  14. The Act on investment funds of 27 V2004, "Journal of Laws" 2004, No. 146, item 1546.
  15. http://www.izfa.pl
  16. http://www.mbank.pl
  17. http://www.sec.gov
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ISSN
1734-039X
Język
eng
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