The analysis of investment into industries based on portfolio managers

• Published in: Acta Montanistica Slovaca no. 26; pp. 161 - 170
• Format: Journal Article
• Language: English
• Published: 01-01-2021
• ISSN: 1335-1788; 1335-1788
• DOI: 10.46544/AMS.v26i1.14

The main goal of each investor when investing capital is to recover funds. The current market brings unlimited opportunities in creating an investment strategy. This strategy is highly dependent on the investor's preferences, his attitude to risk, financial capacity, expected return, self-interest, and many other factors that determine what is best for the investor. For this reason, the submitted work concerns investors who will comply with strict restrictions. In this way, an investment strategy for a selected group of investors can be created. The paper focuses on investors in Slovakia. The art of investment decisions to make the greatest possible return is portfolio management. The studies presented in this work are designed to explore different models and to achieve investor goals to maximise their investment and minimise risk.
Investing is a systematic and long-term process where the investor gives up part of his free funds to increase their value and collect the return for them in the future. Investing is effective only if it follows certain rules. Sending a monthly deposit with iron regularity is, in the event of a recession and crisis, the only guarantee of achieving the desired future goal of investing.
Mutual funds are a simple way of collective investment, where a person collects money from investors and invests in various assets such as stocks, government bonds, currencies, commodities. Profits from the investment are distributed to all investors who contributed to the fund. These funds are professionally managed by investment specialists based on their market knowledge. A share is equity security representing an equity interest in a joint-stock company. Monetary policy and financial stress significantly affect the ability of the actively managed fund's performance vis-a-vis ETFs performance. This fact must be stated as this is a limitation of the analysis in the presented paper.