76 datasets found
  1. J

    Assessing and valuing the nonlinear structure of hedge fund returns...

    • jda-test.zbw.eu
    • journaldata.zbw.eu
    • +1more
    csv, txt
    Updated Jul 22, 2024
    + more versions
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    René Garcia; René Garcia (2024). Assessing and valuing the nonlinear structure of hedge fund returns (replication data) [Dataset]. https://jda-test.zbw.eu/dataset/assessing-and-valuing-the-nonlinear-structure-of-hedge-fund-returns
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    csv(15332), txt(1207)Available download formats
    Dataset updated
    Jul 22, 2024
    Dataset provided by
    ZBW - Leibniz Informationszentrum Wirtschaft
    Authors
    René Garcia; René Garcia
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Description

    Several studies have put forward that hedge fund returns exhibit a nonlinear relationship with equity market returns, captured either through constructed portfolios of traded options or piece-wise linear regressions. This paper provides a statistical methodology to unveil such nonlinear features with respect to returns on benchmark risk portfolios. We estimate a portfolio of options that best approximates the returns of a given hedge fund, account for this search in the statistical testing of the nonlinearity, and provide a reliable test for a positive valuation of the fund. We find that not all fund categories exhibit significant nonlinearities, and that only a few strategies provide significant value to investors. Our methodology helps identify individual funds that provide value in an otherwise poorly performing category.

  2. Number of alternative data sets used by hedge fund managers globally 2020

    • statista.com
    Updated May 23, 2022
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    Number of alternative data sets used by hedge fund managers globally 2020 [Dataset]. https://www.statista.com/statistics/1169968/alternative-data-hedge-fund-managers-global/
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    Dataset updated
    May 23, 2022
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    2020
    Area covered
    Worldwide
    Description

    In 2020, more than 50 percent of hedge fund managers classified as alternative data market leaders used seven or more alternative data sets globally, while only eight percent of the rest of the market used at least seven alternative data sets. This highlights the difference between the level of alternative data experience between the two groups. Using two or more alternative data sets was the most popular approach across both groups with 85 percent of market leaders and 77 percent of the rest of the market doing this.

  3. d

    Hedge Fund Data | Credit Quality | Bond Fair Value | 3,300+ Global Issuers |...

    • datarade.ai
    Updated Nov 28, 2024
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    Lucror Analytics (2024). Hedge Fund Data | Credit Quality | Bond Fair Value | 3,300+ Global Issuers | 80,000+ Bonds | Portfolio Construction | Risk Management | Quant Data [Dataset]. https://datarade.ai/data-products/hedge-fund-data-credit-quality-bond-fair-value-3-300-g-lucror-analytics
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    .json, .csv, .xls, .sqlAvailable download formats
    Dataset updated
    Nov 28, 2024
    Dataset authored and provided by
    Lucror Analytics
    Area covered
    American Samoa, Germany, Czech Republic, Azerbaijan, Burundi, Qatar, French Polynesia, Togo, Ghana, Saint Pierre and Miquelon
    Description

    Lucror Analytics: Proprietary Hedge Funds Data for Credit Quality & Bond Valuation

    At Lucror Analytics, we provide cutting-edge corporate data solutions tailored to fixed income professionals and organizations in the financial sector. Our datasets encompass issuer and issue-level credit quality, bond fair value metrics, and proprietary scores designed to offer nuanced, actionable insights into global bond markets that help you stay ahead of the curve. Covering over 3,300 global issuers and over 80,000 bonds, we empower our clients to make data-driven decisions with confidence and precision.

    By leveraging our proprietary C-Score, V-Score , and V-Score I models, which utilize CDS and OAS data, we provide unparalleled granularity in credit analysis and valuation. Whether you are a portfolio manager, credit analyst, or institutional investor, Lucror’s data solutions deliver actionable insights to enhance strategies, identify mispricing opportunities, and assess market trends.

    What Makes Lucror’s Hedge Funds Data Unique?

    Proprietary Credit and Valuation Models Our proprietary C-Score, V-Score, and V-Score I are designed to provide a deeper understanding of credit quality and bond valuation:

    C-Score: A composite score (0-100) reflecting an issuer's credit quality based on market pricing signals such as CDS spreads. Responsive to near-real-time market changes, the C-Score offers granular differentiation within and across credit rating categories, helping investors identify mispricing opportunities.

    V-Score: Measures the deviation of an issue’s option-adjusted spread (OAS) from the market fair value, indicating whether a bond is overvalued or undervalued relative to the market.

    V-Score I: Similar to the V-Score but benchmarked against industry-specific fair value OAS, offering insights into relative valuation within an industry context.

    Comprehensive Global Coverage Our datasets cover over 3,300 issuers and 80,000 bonds across global markets, ensuring 90%+ overlap with prominent IG and HY benchmark indices. This extensive coverage provides valuable insights into issuers across sectors and geographies, enabling users to analyze issuer and market dynamics comprehensively.

    Data Customization and Flexibility We recognize that different users have unique requirements. Lucror Analytics offers tailored datasets delivered in customizable formats, frequencies, and levels of granularity, ensuring that our data integrates seamlessly into your workflows.

    High-Frequency, High-Quality Data Our C-Score, V-Score, and V-Score I models and metrics are updated daily using end-of-day (EOD) data from S&P. This ensures that users have access to current and accurate information, empowering timely and informed decision-making.

    How Is the Data Sourced? Lucror Analytics employs a rigorous methodology to source, structure, transform and process data, ensuring reliability and actionable insights:

    Proprietary Models: Our scores are derived from proprietary quant algorithms based on CDS spreads, OAS, and other issuer and bond data.

    Global Data Partnerships: Our collaborations with S&P and other reputable data providers ensure comprehensive and accurate datasets.

    Data Cleaning and Structuring: Advanced processes ensure data integrity, transforming raw inputs into actionable insights.

    Primary Use Cases

    1. Portfolio Construction & Rebalancing Lucror’s C-Score provides a granular view of issuer credit quality, allowing portfolio managers to evaluate risks and identify mispricing opportunities. With CDS-driven insights and daily updates, clients can incorporate near-real-time issuer/bond movements into their credit assessments.

    2. Portfolio Optimization The V-Score and V-Score I allow portfolio managers to identify undervalued or overvalued bonds, supporting strategies that optimize returns relative to credit risk. By benchmarking valuations against market and industry standards, users can uncover potential mean-reversion opportunities and enhance portfolio performance.

    3. Risk Management With data updated daily, Lucror’s models provide dynamic insights into market risks. Organizations can use this data to monitor shifts in credit quality, assess valuation anomalies, and adjust exposure proactively.

    4. Strategic Decision-Making Our comprehensive datasets enable financial institutions to make informed strategic decisions. Whether it’s assessing the fair value of bonds, analyzing industry-specific credit spreads, or understanding broader market trends, Lucror’s data delivers the depth and accuracy required for success.

    Why Choose Lucror Analytics for Hedge Funds Data? Lucror Analytics is committed to providing high-quality, actionable data solutions tailored to the evolving needs of the financial sector. Our unique combination of proprietary models, rigorous sourcing of high-quality data, and customizable delivery ensures that users have the insights they need to make smarter dec...

  4. c

    Transact Consumer Financial Data for Hedge Fund Investors | USA Data | 100M+...

    • dataproducts.consumeredge.com
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    Consumer Edge, Transact Consumer Financial Data for Hedge Fund Investors | USA Data | 100M+ Cards, 12K+ Merchants, 800+ Parent Companies, 600+ Tickers [Dataset]. https://dataproducts.consumeredge.com/products/consumer-edge-transact-consumer-financial-data-for-hedge-fund-consumer-edge
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    Dataset authored and provided by
    Consumer Edge
    Area covered
    United States
    Description

    CE Transact is the premier alternative data set for consumer spend on credit and debit cards, available as an aggregated feed. Hedge fund investors trust CE transaction data to track quarterly performance, company-reported KPIs, and earnings predictions for stock market strategic decision-making.

  5. Ownership Dataset | S&P Global Marketplace

    • marketplace.spglobal.com
    Updated Apr 3, 2018
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    S&P Global (2018). Ownership Dataset | S&P Global Marketplace [Dataset]. https://www.marketplace.spglobal.com/en/datasets/ownership-(20)
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    Dataset updated
    Apr 3, 2018
    Dataset authored and provided by
    S&P Globalhttp://www.spglobal.com/
    Description

    Detailed equity ownership data on public companies worldwide, comprising institutional investment firms, mutual funds, and insiders/individual owners.

  6. Private Equity (PE) Funding Data | Global Investment Professionals | Contact...

    • datarade.ai
    Updated Feb 12, 2018
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    Success.ai (2018). Private Equity (PE) Funding Data | Global Investment Professionals | Contact Details for Fund Managers | Best Price Guaranteed [Dataset]. https://datarade.ai/data-products/private-equity-pe-funding-data-global-investment-professi-success-ai
    Explore at:
    .bin, .json, .xml, .csv, .xls, .sql, .txtAvailable download formats
    Dataset updated
    Feb 12, 2018
    Dataset provided by
    Area covered
    Venezuela (Bolivarian Republic of), Myanmar, Antigua and Barbuda, French Southern Territories, Namibia, Kuwait, Sierra Leone, Lao People's Democratic Republic, Turks and Caicos Islands, Indonesia
    Description

    Success.ai’s Private Equity (PE) Funding Data provides reliable, verified access to the contact details of investment professionals, fund managers, analysts, and executives operating in the global private equity landscape. Drawn from over 170 million verified professional profiles, this dataset includes work emails, direct phone numbers, and LinkedIn profiles for key decision-makers in PE firms. Whether you’re seeking new investment opportunities, looking to pitch your services, or building strategic relationships, Success.ai delivers continuously updated and AI-validated data to ensure your outreach is both precise and effective.

    Why Choose Success.ai’s Private Equity Professionals Data?

    1. Comprehensive Contact Information

      • Access verified work emails, direct phone numbers, and social profiles for PE fund managers, analysts, partners, and principals.
      • AI-driven validation ensures 99% accuracy, reducing wasted efforts and enabling confident communication with industry leaders.
    2. Global Reach Across Private Equity Markets

      • Includes profiles of professionals involved in leveraged buyouts, growth capital, venture investments, and secondary market deals.
      • Covers North America, Europe, Asia-Pacific, South America, and the Middle East, ensuring a global perspective on PE investments.
    3. Continuously Updated Datasets

      • Real-time updates keep you informed about changes in roles, firm structures, and portfolio focus, helping you stay aligned with an ever-evolving investment environment.
    4. Ethical and Compliant

      • Adheres to GDPR, CCPA, and other international data privacy regulations, ensuring your outreach is both ethical and legally compliant.

    Data Highlights:

    • 170M+ Verified Professional Profiles: Includes private equity professionals, decision-makers, and influential players worldwide.
    • 50M Work Emails: AI-validated for direct, accurate communication.
    • 30M Company Profiles: Gain insights into private equity firms, their portfolio companies, investment stages, and sector focuses.
    • 700M Global Professional Profiles: Enriched datasets supporting broad market analysis, strategic planning, and competitive assessments.

    Key Features of the Dataset:

    1. Investment Decision-Maker Profiles

      • Identify and connect with fund managers, dealmakers, and senior executives overseeing capital allocation, portfolio management, and exit strategies.
      • Engage with professionals who influence investment theses, valuation approaches, and cross-border deals.
    2. Advanced Filters for Precision Targeting

      • Refine outreach by region, deal size, industry preference, fund type, or specific job functions within the PE firm.
      • Tailor campaigns to align with unique investment philosophies, market segments, and strategic focuses.
    3. AI-Driven Enrichment

      • Profiles are enriched with actionable data, equipping you with insights to personalize messaging, highlight unique value propositions, and enhance engagement outcomes.

    Strategic Use Cases:

    1. Deal Origination and Pipeline Building

      • Reach out to PE fund managers and analysts to present investment opportunities, co-investment deals, or M&A prospects.
      • Identify partners receptive to new growth capital deployments, early-stage investments, or strategic acquisitions.
    2. Advisory and Professional Services

      • Offer due diligence, valuation, legal, or consulting services directly to decision-makers at private equity firms.
      • Position your expertise to streamline deal execution, portfolio optimization, or exit planning.
    3. Fundraising and Investor Relations

      • Connect with IR professionals, placement agents, and fund administrators to discuss fundraising targets, investor outreach strategies, or institutional capital requirements.
      • Engage with professionals managing limited partner relationships, capital calls, and reporting obligations.
    4. Market Research and Competitive Intelligence

      • Utilize PE data for comprehensive market analysis, competitor benchmarking, and trend identification.
      • Understand investment patterns, portfolio performance, and sector preferences to refine your business strategies.

    Why Choose Success.ai?

    1. Best Price Guarantee

      • Secure premium-quality verified data at competitive prices, maximizing the ROI of your outreach and lead-generation efforts.
    2. Seamless Integration

      • Incorporate verified contact data into your CRM or marketing automation platforms using APIs or downloadable formats for streamlined data management.
    3. Data Accuracy with AI Validation

      • Rely on 99% accuracy to guide data-driven decisions, improve targeting, and enhance the effectiveness of your investment-related initiatives.
    4. Customizable and Scalable Solutions

      • Adapt datasets to focus on particular geographies, deal sizes, or industry sectors, adjusting as your business needs evolve.

    ...

  7. P

    Data from: Financial Portfolio Management Dataset

    • paperswithcode.com
    Updated Mar 7, 2025
    + more versions
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    (2025). Financial Portfolio Management Dataset [Dataset]. https://paperswithcode.com/dataset/financial-portfolio-management
    Explore at:
    Dataset updated
    Mar 7, 2025
    Description

    Problem Statement

    👉 Download the case studies here

    A financial services firm faced challenges in managing client portfolios efficiently while maximizing returns and minimizing risks. Traditional portfolio management strategies were time-intensive and lacked the adaptability to respond to market volatility. The firm sought an AI-driven solution to optimize investment strategies, automate portfolio adjustments, and enhance risk management.

    Challenge

    Building an AI-powered financial portfolio management system involved addressing the following challenges:

    Analyzing vast datasets, including historical market data, economic indicators, and client investment preferences.

    Predicting market trends and identifying profitable investment opportunities with high accuracy.

    Ensuring compliance with regulatory standards while automating portfolio adjustments.

    Solution Provided

    An AI-driven portfolio management system was developed using predictive analytics, machine learning models, and robo-advisors. The solution was designed to:

    Analyze market data and economic trends to forecast asset performance.

    Recommend optimized investment strategies based on client risk tolerance and goals.

    Development Steps

    Data Collection

    Aggregated data from financial markets, economic reports, and client investment profiles to train predictive models.

    Preprocessing

    Cleaned and structured data to remove noise and ensure accurate analysis of market trends and risk factors.

    Model Training

    Developed predictive analytics models to forecast market movements and asset performance. Trained robo-advisors to provide personalized investment recommendations based on client goals and risk preferences.

    Validation

    Tested models with historical data to evaluate accuracy and reliability in predicting market trends and optimizing portfolios.

    Deployment

    Integrated the portfolio management system with the firm’s existing financial platforms, enabling real-time monitoring and automated adjustments.

    Continuous Monitoring & Improvement

    Implemented a feedback loop to refine models based on new market data and client interactions, improving performance over time.

    Results

    Improved Investment Returns

    The system enhanced portfolio performance by accurately identifying profitable investment opportunities.

    Better Risk Management

    Advanced analytics and predictive insights enabled proactive risk mitigation, protecting client portfolios from market volatility.

    Automated Portfolio Adjustments

    Real-time rebalancing of portfolios reduced manual intervention, ensuring optimal asset allocation at all times.

    Personalized Investment Strategies

    Robo-advisors provided tailored recommendations aligned with individual client goals and risk appetites.

    Scalable Solution

    The system seamlessly scaled to manage portfolios for thousands of clients, ensuring consistent service quality and efficiency.

  8. Envestnet | Yodlee's De-Identified Bank Statement Data | Row/Aggregate Level...

    • datarade.ai
    .sql, .txt
    + more versions
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    Envestnet | Yodlee, Envestnet | Yodlee's De-Identified Bank Statement Data | Row/Aggregate Level | USA Consumer Data covering 3600+ corporations | 90M+ Accounts [Dataset]. https://datarade.ai/data-products/envestnet-yodlee-s-de-identified-bank-statement-data-row-envestnet-yodlee
    Explore at:
    .sql, .txtAvailable download formats
    Dataset provided by
    Yodlee
    Envestnethttp://envestnet.com/
    Authors
    Envestnet | Yodlee
    Area covered
    United States of America
    Description

    Envestnet®| Yodlee®'s Bank Statement Data (Aggregate/Row) Panels consist of de-identified, near-real time (T+1) USA credit/debit/ACH transaction level data – offering a wide view of the consumer activity ecosystem. The underlying data is sourced from end users leveraging the aggregation portion of the Envestnet®| Yodlee®'s financial technology platform.

    Envestnet | Yodlee Consumer Panels (Aggregate/Row) include data relating to millions of transactions, including ticket size and merchant location. The dataset includes de-identified credit/debit card and bank transactions (such as a payroll deposit, account transfer, or mortgage payment). Our coverage offers insights into areas such as consumer, TMT, energy, REITs, internet, utilities, ecommerce, MBS, CMBS, equities, credit, commodities, FX, and corporate activity. We apply rigorous data science practices to deliver key KPIs daily that are focused, relevant, and ready to put into production.

    We offer free trials. Our team is available to provide support for loading, validation, sample scripts, or other services you may need to generate insights from our data.

    Investors, corporate researchers, and corporates can use our data to answer some key business questions such as: - How much are consumers spending with specific merchants/brands and how is that changing over time? - Is the share of consumer spend at a specific merchant increasing or decreasing? - How are consumers reacting to new products or services launched by merchants? - For loyal customers, how is the share of spend changing over time? - What is the company’s market share in a region for similar customers? - Is the company’s loyal user base increasing or decreasing? - Is the lifetime customer value increasing or decreasing?

    Additional Use Cases: - Use spending data to analyze sales/revenue broadly (sector-wide) or granular (company-specific). Historically, our tracked consumer spend has correlated above 85% with company-reported data from thousands of firms. Users can sort and filter by many metrics and KPIs, such as sales and transaction growth rates and online or offline transactions, as well as view customer behavior within a geographic market at a state or city level. - Reveal cohort consumer behavior to decipher long-term behavioral consumer spending shifts. Measure market share, wallet share, loyalty, consumer lifetime value, retention, demographics, and more.) - Study the effects of inflation rates via such metrics as increased total spend, ticket size, and number of transactions. - Seek out alpha-generating signals or manage your business strategically with essential, aggregated transaction and spending data analytics.

    Use Cases Categories (Our data provides an innumerable amount of use cases, and we look forward to working with new ones): 1. Market Research: Company Analysis, Company Valuation, Competitive Intelligence, Competitor Analysis, Competitor Analytics, Competitor Insights, Customer Data Enrichment, Customer Data Insights, Customer Data Intelligence, Demand Forecasting, Ecommerce Intelligence, Employee Pay Strategy, Employment Analytics, Job Income Analysis, Job Market Pricing, Marketing, Marketing Data Enrichment, Marketing Intelligence, Marketing Strategy, Payment History Analytics, Price Analysis, Pricing Analytics, Retail, Retail Analytics, Retail Intelligence, Retail POS Data Analysis, and Salary Benchmarking

    1. Investment Research: Financial Services, Hedge Funds, Investing, Mergers & Acquisitions (M&A), Stock Picking, Venture Capital (VC)

    2. Consumer Analysis: Consumer Data Enrichment, Consumer Intelligence

    3. Market Data: AnalyticsB2C Data Enrichment, Bank Data Enrichment, Behavioral Analytics, Benchmarking, Customer Insights, Customer Intelligence, Data Enhancement, Data Enrichment, Data Intelligence, Data Modeling, Ecommerce Analysis, Ecommerce Data Enrichment, Economic Analysis, Financial Data Enrichment, Financial Intelligence, Local Economic Forecasting, Location-based Analytics, Market Analysis, Market Analytics, Market Intelligence, Market Potential Analysis, Market Research, Market Share Analysis, Sales, Sales Data Enrichment, Sales Enablement, Sales Insights, Sales Intelligence, Spending Analytics, Stock Market Predictions, and Trend Analysis

  9. Mutual Funds Market Analysis North America, Europe, APAC, South America,...

    • technavio.com
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    Technavio (2025). Mutual Funds Market Analysis North America, Europe, APAC, South America, Middle East and Africa - US, China, Germany, France, Australia, Canada, UK, Italy, Spain, India - Size and Forecast 2025-2029 [Dataset]. https://www.technavio.com/report/mutual-funds-market-analysis
    Explore at:
    Dataset provided by
    TechNavio
    Authors
    Technavio
    Time period covered
    2021 - 2025
    Area covered
    Global, United States
    Description

    Snapshot img

    Mutual Funds Market Size 2025-2029

    The mutual funds market size is forecast to increase by USD 85.5 trillion at a CAGR of 9.9% between 2024 and 2029.

    The market, particularly in developing nations, is experiencing significant growth driven by increasing financial literacy, expanding middle class populations, and favorable regulatory environments. This trend is expected to continue as more individuals seek diversified investment opportunities to secure their financial future. However, this market growth comes with its challenges, primarily transaction risks. These risks, including market volatility, liquidity issues, and fraud, can significantly impact investors' confidence and asset values. To capitalize on this market opportunity, companies must prioritize risk management strategies, such as diversification, transparency, and regulatory compliance. Additionally, leveraging technology to streamline transactions, enhance security, and provide real-time information can help build trust and attract investors. Companies that effectively navigate these challenges and provide value-added services will be well-positioned to succeed in the evolving the market landscape.

    What will be the Size of the Mutual Funds Market during the forecast period?

    Request Free SampleThe mutual fund industry continues to be a significant player in the global investment landscape, with digital penetration driving growth and accessibility. Systematic investment plans, including mutual funds, have gained popularity among small investors seeking diversified investment opportunities. The mutual fund market encompasses various categories, such as equity funds, money market funds, bond funds, index funds, and hedge funds. Equity strategies dominate the fund portfolio of many investors, reflecting the appeal of stocks for potential capital appreciation. Insurance companies also play a crucial role in the industry, offering investment products to both retail and institutional clients. The investment fund industry has witnessed a in investment, particularly among small fund savers, drawn to the convenience of portfolio management services. Short-term debt funds cater to those seeking lower risk and liquidity. Overall, the mutual fund market is poised for continued expansion, driven by the increasing demand for efficient investment solutions.

    How is this Mutual Funds Industry segmented?

    The mutual funds industry research report provides comprehensive data (region-wise segment analysis), with forecasts and estimates in 'USD trillion' for the period 2025-2029, as well as historical data from 2019-2023 for the following segments. TypeStock fundsBond fundsMoney market fundsHybrid fundsDistribution ChannelAdvice channelRetirement plan channelInstitutional channelDirect channelSupermarket channelGeographyNorth AmericaUSCanadaEuropeFranceGermanyItalySpainUKAPACAustraliaChinaIndiaSouth AmericaMiddle East and Africa

    By Type Insights

    The stock funds segment is estimated to witness significant growth during the forecast period.Mutual funds are investment vehicles that pool together funds from various investors to purchase a diversified portfolio of securities, primarily stocks. These funds come in various categories, including equity, income, index, sector, bond, money market, commodity, and fund of funds. Equity funds invest in corporate stocks, with growth funds focusing on high-growth stocks and income funds prioritizing dividend-paying stocks. Index funds mirror a specific market index, while sector funds invest in a particular industry sector. Stock mutual funds can also be categorized based on the size of the companies in which they invest, such as large-cap, mid-cap, and small-cap funds. Institutional and retail investors, including individual investors, financial advisors, and robo-advisors, utilize mutual funds for retirement planning, risk management, and diversification strategies. The mutual fund industry has seen significant growth, driven by digital penetration, systematic investment plans, and the increasing popularity of exchange-traded funds (ETFs) and index funds. The asset base under management (AUM) of the investment fund industry is expected to expand due to the increasing number of demat CDSL and NSDL accounts, SIP accounts, and small town investors. Debt-oriented schemes and sustainable strategy segments, such as ESG Integration Funds, Negative Screening Funds, and Impact Funds, are also gaining popularity. The mutual fund industry is subject to regulatory compliance and tax efficiency, offering investors capital appreciation, liquidity benefits, and professional management. The capital market environment is influenced by factors such as market volatility, equity exposure, fixed income, and long-term returns. Mutual fund providers offer portfolio management services, fair pricing, and various investment plans to cater to different risk tolerances and inve

  10. I

    Indonesia Pension Fund: Return on Investment

    • ceicdata.com
    + more versions
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    CEICdata.com, Indonesia Pension Fund: Return on Investment [Dataset]. https://www.ceicdata.com/en/indonesia/pension-fund-investment-performance/pension-fund-return-on-investment
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    Dataset provided by
    CEICdata.com
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    Jul 1, 2018 - Jun 1, 2019
    Area covered
    Indonesia
    Description

    Indonesia Pension Fund: Return on Investment data was reported at 0.038 % in Jun 2019. This records an increase from the previous number of 0.032 % for May 2019. Indonesia Pension Fund: Return on Investment data is updated monthly, averaging 0.036 % from Dec 2015 (Median) to Jun 2019, with 43 observations. The data reached an all-time high of 0.083 % in Dec 2015 and a record low of 0.006 % in Jan 2016. Indonesia Pension Fund: Return on Investment data remains active status in CEIC and is reported by Indonesia Financial Services Authority. The data is categorized under Indonesia Premium Database’s Financial Market – Table ID.ZD010: Pension Fund Investment Performance.

  11. Money Market Directories (MMD) Dataset | S&P Global Marketplace

    • marketplace.spglobal.com
    Updated Feb 18, 2025
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    S&P Global (2025). Money Market Directories (MMD) Dataset | S&P Global Marketplace [Dataset]. https://www.marketplace.spglobal.com/en/datasets/money-market-directories-mmd-(139)
    Explore at:
    Dataset updated
    Feb 18, 2025
    Dataset authored and provided by
    S&P Globalhttp://www.spglobal.com/
    Description

    Current data on Institutional Investors, Institutional Investment Consultants, Institutional Investment Managers and Family Offices.

  12. S&P Capital IQ Estimates Dataset | S&P Global Marketplace

    • marketplace.spglobal.com
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    S&P Global, S&P Capital IQ Estimates Dataset | S&P Global Marketplace [Dataset]. https://www.marketplace.spglobal.com/en/datasets/s-p-capital-iq-estimates-(1)
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    Dataset authored and provided by
    S&P Globalhttp://www.spglobal.com/
    Description

    Comprehensive global estimates based on projections, models, analysis and research. Available as global, international or North American company packages.

  13. Dataset: Gladstone Investment Corporation 8.00% Notes due 2028 (GAINL) Stock...

    • zenodo.org
    csv
    Updated Jun 26, 2024
    + more versions
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    Nitiraj Kulkarni; Nitiraj Kulkarni; Jagadish Tawade; Jagadish Tawade (2024). Dataset: Gladstone Investment Corporation 8.00% Notes due 2028 (GAINL) Stock Performance [Dataset]. http://doi.org/10.5281/zenodo.12557146
    Explore at:
    csvAvailable download formats
    Dataset updated
    Jun 26, 2024
    Dataset provided by
    Zenodohttp://zenodo.org/
    Authors
    Nitiraj Kulkarni; Nitiraj Kulkarni; Jagadish Tawade; Jagadish Tawade
    License

    CC0 1.0 Universal Public Domain Dedicationhttps://creativecommons.org/publicdomain/zero/1.0/
    License information was derived automatically

    Description

    This dataset provides historical stock market performance data for specific companies. It enables users to analyze and understand the past trends and fluctuations in stock prices over time. This information can be utilized for various purposes such as investment analysis, financial research, and market trend forecasting.

  14. f

    Data from: S1 Dataset -

    • plos.figshare.com
    xlsx
    Updated Mar 21, 2024
    + more versions
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    Xiaowei Wang; Rui Wang; Yichun Zhang (2024). S1 Dataset - [Dataset]. http://doi.org/10.1371/journal.pone.0300781.s002
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    xlsxAvailable download formats
    Dataset updated
    Mar 21, 2024
    Dataset provided by
    PLOS ONE
    Authors
    Xiaowei Wang; Rui Wang; Yichun Zhang
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Description

    The allocation of assets across different markets is a crucial element of investment strategy. In this regard, stocks and bonds are two significant assets that form the backbone of multi-asset allocation. Among publicly offered funds (The publicly offered funds in China correspond to the mutual funds in the United States, with different names and details in terms of legal form and sales channels), the stock-bond hybrid fund gives investors a return while minimizing the risk through capital flow between the stock and bond markets. Our research on China’s financial market data from 2006 to 2022 reveals a cross-asset momentum between the stock and bond markets. We find that the momentum in the stock market negatively influences the bond market’s return, while the momentum in the bond market positively influences the stock market’s return. Portfolios that exploit cross-asset momentum have excess returns that other asset pricing factors cannot explain. Our analysis reveals that hybrid funds play an intermediary role in the transmission mechanism of cross-asset momentum. We observe that the more flexible the asset allocation ratio of the fund, the more crucial the intermediary role played by the fund. Hence, encouraging the development of hybrid funds and relaxing restrictions on asset allocation ratios could improve liquidity and pricing efficiency. These findings have significant implications for investors seeking to optimize their asset allocation across different markets and for policymakers seeking to enhance the efficiency of China’s financial market.

  15. I

    Indonesia Pension Fund: Return On Investment: FIPF: Group II

    • ceicdata.com
    Updated Feb 15, 2025
    + more versions
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    Indonesia Pension Fund: Return On Investment: FIPF: Group II [Dataset]. https://www.ceicdata.com/en/indonesia/pension-fund-return-on-investment/pension-fund-return-on-investment-fipf-group-ii-
    Explore at:
    Dataset updated
    Feb 15, 2025
    Dataset provided by
    CEICdata.com
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    Dec 1, 2011 - Dec 1, 2023
    Area covered
    Indonesia
    Variables measured
    Portfolio Investment
    Description

    Indonesia Pension Fund: Return On Investment: FIPF: Group II data was reported at 7.080 % in 2023. This records an increase from the previous number of 5.390 % for 2022. Indonesia Pension Fund: Return On Investment: FIPF: Group II data is updated yearly, averaging 8.090 % from Dec 2011 (Median) to 2023, with 12 observations. The data reached an all-time high of 9.960 % in 2011 and a record low of 3.960 % in 2013. Indonesia Pension Fund: Return On Investment: FIPF: Group II data remains active status in CEIC and is reported by Indonesia Financial Services Authority. The data is categorized under Indonesia Premium Database’s Financial Market – Table ID.ZE011: Pension Fund: Return on Investment.

  16. India Mutual Fund Market Analysis | Growth Forecast, Size & Industry Report...

    • mordorintelligence.com
    pdf,excel,csv,ppt
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    Mordor Intelligence, India Mutual Fund Market Analysis | Growth Forecast, Size & Industry Report Insights [Dataset]. https://www.mordorintelligence.com/industry-reports/india-mutual-fund-industry
    Explore at:
    pdf,excel,csv,pptAvailable download formats
    Dataset authored and provided by
    Mordor Intelligence
    License

    https://www.mordorintelligence.com/privacy-policyhttps://www.mordorintelligence.com/privacy-policy

    Time period covered
    2020 - 2030
    Area covered
    India
    Description

    The Mutual Fund Industry in India Has Seen A Shift in Asset Shares Towards Smaller Cities, Driven by Digital Penetration and Smart Cities. This is Reflected in the Increased Retail Contribution Through Systematic Investment Plans. The Investment Fund Industry, Including Unit Trusts and Hedge Funds, Has Seen Strong Performance, Particularly in Equity Funds. There Has Also Been A Significant Increase in the Value of Assets Held in Money Market Funds, Index Funds, Bond Funds, Real Estate Investment Trusts, Commodity Funds, and Sector Funds.

  17. Commercial Real Estate Data | Commercial Real Estate Professionals in Europe...

    • datarade.ai
    Updated Jan 1, 2018
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    Success.ai (2018). Commercial Real Estate Data | Commercial Real Estate Professionals in Europe | Verified Global Profiles from 700M+ Dataset | Best Price Guarantee [Dataset]. https://datarade.ai/data-products/commercial-real-estate-data-commercial-real-estate-professi-success-ai
    Explore at:
    .bin, .json, .xml, .csv, .xls, .sql, .txtAvailable download formats
    Dataset updated
    Jan 1, 2018
    Dataset provided by
    Area covered
    Bulgaria, Netherlands, Serbia, Denmark, Monaco, Finland, Greece, Gibraltar, Isle of Man, Croatia, Europe
    Description

    Success.ai’s Commercial Real Estate Data for Commercial Real Estate Professionals in Europe provides a highly detailed dataset tailored for businesses looking to engage with key decision-makers in the European commercial real estate market. Covering developers, property managers, brokers, and investors, this dataset includes verified contact data, decision-maker insights, and firmographic details to empower your outreach and strategic initiatives.

    With access to over 700 million verified global profiles and data from 70 million businesses, Success.ai ensures your marketing, sales, and partnership efforts are powered by accurate, continuously updated, and AI-validated data. Supported by our Best Price Guarantee, this solution is indispensable for navigating Europe’s thriving commercial real estate sector.

    Why Choose Success.ai’s Commercial Real Estate Data?

    1. Verified Contact Data for Targeted Outreach

      • Access verified work emails, phone numbers, and LinkedIn profiles of property developers, brokers, asset managers, and investment leads.
      • AI-driven validation ensures 99% accuracy, reducing communication errors and improving outreach effectiveness.
    2. Comprehensive Coverage Across Europe’s Real Estate Sector

      • Includes profiles from major European real estate markets such as the UK, Germany, France, Italy, and the Netherlands.
      • Gain insights into regional market dynamics, investment opportunities, and commercial real estate trends.
    3. Continuously Updated Datasets

      • Real-time updates capture leadership changes, market expansions, and emerging property developments.
      • Stay aligned with the fast-evolving commercial real estate market and seize opportunities effectively.
    4. Ethical and Compliant

      • Adheres to GDPR, CCPA, and other global data privacy regulations, ensuring responsible use of data and compliance with legal standards.

    Data Highlights:

    • 700M+ Verified Global Profiles: Connect with decision-makers, property managers, and brokers in Europe’s commercial real estate sector.
    • 70M Business Profiles: Access detailed firmographic data, including company sizes, revenue ranges, and geographic footprints.
    • Leadership Insights: Engage with CEOs, asset managers, and real estate directors driving strategic decisions.
    • Market Intelligence: Gain visibility into property development projects, investment trends, and regional opportunities.

    Key Features of the Dataset:

    1. Decision-Maker Profiles in Real Estate

      • Identify and connect with executives, brokers, and property managers overseeing transactions, asset management, and investment strategies.
      • Target professionals responsible for property acquisitions, leasing, and development.
    2. Firmographic and Geographic Insights

      • Access detailed business information, including company structures, geographic locations, and market specializations.
      • Pinpoint key players in specific regions and align outreach with localized market needs.
    3. Advanced Filters for Precision Campaigns

      • Filter companies by industry focus (commercial properties, retail, industrial), revenue size, or project scope.
      • Tailor your campaigns to address specific challenges, such as tenant retention, sustainability initiatives, or market expansion.
    4. AI-Driven Enrichment

      • Profiles enriched with actionable data allow for personalized messaging, highlight unique value propositions, and improve engagement outcomes with real estate professionals.

    Strategic Use Cases:

    1. Sales and Lead Generation

      • Present property management tools, software solutions, or investment opportunities to real estate firms and property managers.
      • Build relationships with brokers and developers seeking innovative solutions to streamline operations or enhance profitability.
    2. Market Research and Competitive Analysis

      • Analyze trends in Europe’s commercial real estate market to guide product development and marketing strategies.
      • Benchmark against competitors to identify growth opportunities, underserved segments, and high-value properties.
    3. Partnership Development and Investment Insights

      • Engage with property developers, asset managers, and brokers exploring strategic partnerships or new investment opportunities.
      • Foster alliances that expand market reach, improve property performance, or drive higher returns.
    4. Recruitment and Workforce Solutions

      • Target HR professionals and hiring managers recruiting for roles in property management, real estate finance, or asset development.
      • Provide workforce optimization tools, training platforms, or recruitment services tailored to the commercial real estate sector.

    Why Choose Success.ai?

    1. Best Price Guarantee
      • Access premium-quality commercial real estate data at competitive prices, ensuring strong ROI for your marketing, sales, and business development efforts. ...
  18. I

    Indonesia Pension Fund: Return of Investment: Average: DBPP: Group IV

    • ceicdata.com
    Updated Feb 15, 2025
    + more versions
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    CEICdata.com (2025). Indonesia Pension Fund: Return of Investment: Average: DBPP: Group IV [Dataset]. https://www.ceicdata.com/en/indonesia/pension-fund-return-on-investment/pension-fund-return-of-investment-average-dbpp-group-iv-
    Explore at:
    Dataset updated
    Feb 15, 2025
    Dataset provided by
    CEICdata.com
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    Dec 1, 2014 - Dec 1, 2023
    Area covered
    Indonesia
    Variables measured
    Portfolio Investment
    Description

    Indonesia Pension Fund: Return of Investment: Average: DBPP: Group IV data was reported at 6.270 % in 2023. This records an increase from the previous number of 5.380 % for 2022. Indonesia Pension Fund: Return of Investment: Average: DBPP: Group IV data is updated yearly, averaging 7.310 % from Dec 2014 (Median) to 2023, with 9 observations. The data reached an all-time high of 12.020 % in 2014 and a record low of 5.370 % in 2021. Indonesia Pension Fund: Return of Investment: Average: DBPP: Group IV data remains active status in CEIC and is reported by Indonesia Financial Services Authority. The data is categorized under Indonesia Premium Database’s Financial Market – Table ID.ZE011: Pension Fund: Return on Investment.

  19. S&P Global SFDR Sustainable Investment Framework Dataset | S&P Global...

    • marketplace.spglobal.com
    Updated Nov 17, 2023
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    S&P Global (2023). S&P Global SFDR Sustainable Investment Framework Dataset | S&P Global Marketplace [Dataset]. https://www.marketplace.spglobal.com/en/datasets/s-p-global-sfdr-sustainable-investment-framework-(1690227049)
    Explore at:
    Dataset updated
    Nov 17, 2023
    Dataset authored and provided by
    S&P Globalhttp://www.spglobal.com/
    Description

    The S&P Global SFDR Sustainable Investment Framework is a comprehensive datset designed to help financial market participants comply with the Markets in Financial Instruments Directive (MiFID II) and the Sustainable Finance Disclosure Regulation (SFDR).

  20. u

    Data from: Dataset: Projecting investment with Delphi

    • research.usc.edu.au
    • researchdata.edu.au
    xlsx
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    Leanda Garvie; David Lee; Mark Brown, Dataset: Projecting investment with Delphi [Dataset]. https://research.usc.edu.au/esploro/outputs/dataset/Dataset-Projecting-investment-with-Delphi/991026296602621
    Explore at:
    xlsx(378564 bytes)Available download formats
    Dataset provided by
    University of the Sunshine Coast
    Authors
    Leanda Garvie; David Lee; Mark Brown
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    2024
    Description

    Data from a three-round Delphi study collecting expert opinion relating to costs along the forest biomass supply chain. Expert responses were captured through two survey rounds and one interview round. Surveys were developed as structured questionnaires with both closed and open-type questions. Surveys were conducted through survey platform Alchemer, and interviews were conducted by phone. Experts were presented with EU cost data and challenged to respond with direction and range of difference for the Australian market. In all rounds, but with an emphasis in the interview round, experts were prompted to provide qualitative comments. Data analysis occurred in the interim between rounds and at the conclusion of the study to identify consensus agreement and cost directions and/or ranges for the Australian market.

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René Garcia; René Garcia (2024). Assessing and valuing the nonlinear structure of hedge fund returns (replication data) [Dataset]. https://jda-test.zbw.eu/dataset/assessing-and-valuing-the-nonlinear-structure-of-hedge-fund-returns

Assessing and valuing the nonlinear structure of hedge fund returns (replication data)

Explore at:
csv(15332), txt(1207)Available download formats
Dataset updated
Jul 22, 2024
Dataset provided by
ZBW - Leibniz Informationszentrum Wirtschaft
Authors
René Garcia; René Garcia
License

Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
License information was derived automatically

Description

Several studies have put forward that hedge fund returns exhibit a nonlinear relationship with equity market returns, captured either through constructed portfolios of traded options or piece-wise linear regressions. This paper provides a statistical methodology to unveil such nonlinear features with respect to returns on benchmark risk portfolios. We estimate a portfolio of options that best approximates the returns of a given hedge fund, account for this search in the statistical testing of the nonlinearity, and provide a reliable test for a positive valuation of the fund. We find that not all fund categories exhibit significant nonlinearities, and that only a few strategies provide significant value to investors. Our methodology helps identify individual funds that provide value in an otherwise poorly performing category.

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