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Krupa Dorota (Uniwersytet Mikołaja Kopernika w Toruniu), Koźliński Tomasz (Uniwersytet Mikołaja Kopernika w Toruniu)
Investment Funds in Poland and the USA - Selected Aspects
e-Finanse, 2006, nr 1, tab., bibliogr. 17 poz.
Słowa kluczowe
Fundusze inwestycyjne, Dystrybucja
Investment funds, Distribution
Brak numeracji stron.
Polska, Stany Zjednoczone Ameryki
Poland, United States of America (USA)
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)
Pełny tekst
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