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Aktiv eller passiv fondförvaltning?
: En kvantitativ studie om investerares beteendemässiga faktorer vid valet mellan aktivt och passivt förvaltade fonder.

Translated title of the thesis: Active or Passive Fund Management?: A Quantitative Study on Investors Behavioral Factors in the Choice Between Actively or Passively Managed Funds
  • Vilma Collijn
  • Dea Gashi

Student thesis: Bachelor

Abstract

Fund management is a central part of many investors' strategies, where the choice between active and passive management is often influenced by more factors than just financial factors. This study aims to investigate how behavioral factors affect investors' choice between actively and passively managed funds. Previous research has focused primarily on performance and returns, while the behavioral aspects of investment decisions have been largely overlooked. The theoretical starting point for the study consists of the theory of the efficient market portfolio, Prospect Theory and three key factors that are considered to influence investment decisions. From these theoretical starting points, four hypotheses were derived, which have been used to test the relationships between behavioral factors and fund selection. The study has a quantitative approach, where data was collected through a web-based survey and analyzed using correlation and regression analyses. The results indicate that behavioural factors have a significant impact on investors' choice between active and passive fund management. The study thereby contributes to a deeper understanding of investment behavior and emphasizes the importance of including behavioral economics perspectives in analyses when choosing funds.
Date of Award2025-Jun
Original languageSwedish
SupervisorElias Bengtsson (Supervisor), Martin Abrahamson (Assessor) & Heléne Tjärnemo (Examiner)

Educational program

  • Degree of Bachelor of Science in Business and Economics

Courses and Subjects

  • Banking and financing

University credits

  • 15 HE credits

Swedish Standard Keywords

  • Business Administration (50202)

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