Performance evaluation models applied to the Brazilian mutual funds market

Kruk, Diogo Corso; Pimentel, Renê Coppe

doi:10.1108/ijoem-01-2021-0153

Cited by 1 publication

(2 citation statements)

References 34 publications

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“…Dash (2016) argues that investor sentiment directly affects investor expectations. Corso and Coppe (2022) and Durán Santomil et al. (2022) confirm that the funds' performance evaluation is also important for informed investment decisions.…”

Section: Content Analysismentioning

confidence: 70%

“…Cluster four focuses on other information investors use to invest in mutual funds. For example, investors gathering information about the mutual fund (Mishra et al, 2023), past performance (Corso Kruk and Coppe Pimentel, 2022) and gathering information about fund managers (Andreu and Puetz, 2017) has an impact on investment behavior. Cluster five focuses on how disclosures influence investment behavior (H€ usser andWirth, 2013), andH€ usser (2015) argues that disclosure has a different impact on investors with varying financial knowledge and expertise.…”

Section: Content Analysismentioning

confidence: 99%

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Mutual funds marketing: a hybrid review and framework development

Thakker,

Kalro,

Joshipura

et al. 2023

IJBM

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PurposeThis study examines current dynamics, consolidates current knowledge, elicits trends, identifies and analyzes primary research clusters, and offers future research directions for mutual fund marketing.Design/methodology/approachUsing bibliographic information from the SCOPUS database, this study used sequential bibliometric (143 documents) and content analyses (37 documents). Bibliometric analysis aids descriptive analysis and science mapping, while content analysis facilitates identifying and analyzing research clusters and provides future research directions.FindingsThe study identifies publication trends, the most relevant authors, and journal articles and unveils the knowledge structures of the field. Analysis of bibliographic coupling reveals the following significant clusters: (1) socially responsible investing and investor preferences, (2) investor factors and traits and investment decisions; (3) external factors, mutual funds' performance and proxy information; (4) the role of disclosures and ratings in shaping investment choices, and (5) cognitive biases, information processing errors and investor behavior. Finally, it offers future research directions.Research limitations/implicationsUsing different databases, bibliometric analysis tools, study periods or article screening criteria for the study might yield different results. However, this study's significant findings are robust to such alternatives.Practical implicationsThis study summarizes primary clusters and identifies gaps in the current literature, which helps scholars, practitioners, regulators and policymakers understand the nuances of mutual funds marketing. Future studies may focus on the role of online and offline integration, using neuroscience for data m and contemporary investment behavior models.Originality/valueThis is the first study to apply a two-stage sequential hybrid review of articles published over the last decade in high-quality journals, enabling an analysis of the depth and breadth of mutual funds marketing research.

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Section: Content Analysismentioning

confidence: 70%