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AP-fondernas utveckling: en jämförande studie om avkastning och risk mellan åren 2002-2010
Södertörn University, School of Business Studies.
Södertörn University, School of Business Studies.
2012 (Swedish)Independent thesis Basic level (degree of Bachelor), 10 credits / 15 HE creditsStudent thesis
Abstract [sv]

Bakgrund: Det rådande pensionssystemet i Sverige består av sex så kallade AP-fonder. Genom åren har pensionssystemet flertalet gånger kritiserats för dess låga avkastning.

Problem: Vår huvudfråga är att jämföra AP-fondernas risk och avkastning med aktiemarknaden som helhet, detta ska ske med hjälp av två jämförelseindex: MSCI World och SIXRX.

Syfte: Syftet med uppsatsen är att jämföra de fyra första AP-fondernas risk och avkastning med aktiemarknaden som helhet under åren 2002-2010.

Metod: Vi har använt oss av en kvantitativ metod, genom att samla in information från AP-fondernas årsredovisningar och hemsidor. Vi har samlat in historisk data, som vi sedan har bearbetat och analyserat.

Slutsats: De studerade AP-fonderna har presterat sämre än aktiemarknaden.

Abstract [en]

Background: The current pension system in Sweden consists of six so called AP-funds. Throughout the years the pension system has been criticized for its low return.

Problem: We will compare the pension funds’ risk and return with the rest of the stock market as a whole. This will be done by the aid of two comparison registers: MSCI World and SIXRX.

Purpose: Our purpose with the essay is to compare the pension funds in the Swedish pension system, their risk and return, with the share market as a whole.

Method: We have used a quantitative method, by gathering information from the annual reports and relevant websites. We have also gathered historical data, which has been processed and analyzed.

Conclusion: The studied pension funds have achieved lower results than the stock market market.

Place, publisher, year, edition, pages
2012. , 55 p.
Keyword [en]
Pension funds, risk, active portfolio management, risk-adjusted return
Keyword [sv]
AP-fonder, Avkastning, risk, aktiv och passiv förvaltning, riskjusterad avkastning
National Category
Business Administration
Identifiers
URN: urn:nbn:se:sh:diva-16970OAI: oai:DiVA.org:sh-16970DiVA: diva2:547024
Subject / course
Företagsekonomi - finansiell företagsekonomi
Presentation
2012-01-18, 10:00 (Swedish)
Uppsok
Social and Behavioural Science, Law
Supervisors
Examiners
Available from: 2012-08-27 Created: 2012-08-26 Last updated: 2012-08-27Bibliographically approved

Open Access in DiVA

C-Uppsats-Finansiering(910 kB)426 downloads
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Type fulltextMimetype application/pdf

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CiteExportLink to record
Permanent link

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Cite
Citation style
  • apa
  • ieee
  • modern-language-association-8th-edition
  • vancouver
  • Other style
More styles
Language
  • de-DE
  • en-GB
  • en-US
  • fi-FI
  • nn-NO
  • nn-NB
  • sv-SE
  • Other locale
More languages
Output format
  • html
  • text
  • asciidoc
  • rtf