Efficiency and investment style of European mutual funds

It use Data Envelopment Analysis (DEA) to examine the efficiency of European mutual funds across different investment styles. The DEA methodology goes beyond conventional efficiency to identify the most efficient mutual funds compared to the rest of the sample. Due to its flexibility including input...

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Detalles Bibliográficos
Autores: Vidal, Marta, Molero González, Laura, Trinidad Segovia, Juan E., Vidal García, Javier
Tipo de recurso: artículo
Fecha de publicación:2025
País:España
Institución:Universidad Europea (UEM)
Repositorio:ABACUS. Repositorio de Producción Científica
Idioma:inglés
OAI Identifier:oai:abacus.universidadeuropea.com:11268/16070
Acceso en línea:https://hdl.handle.net/11268/16070
Access Level:acceso abierto
Palabra clave:Análisis estadístico
Mercado financiero
Inversión
Goal 8: Promote inclusive and sustainable economic growth, employment and decent work for all
Descripción
Sumario:It use Data Envelopment Analysis (DEA) to examine the efficiency of European mutual funds across different investment styles. The DEA methodology goes beyond conventional efficiency to identify the most efficient mutual funds compared to the rest of the sample. Due to its flexibility including inputs and outputs (without a previously established relationship) and the lack of need for a hypothesis about the production function, the DEA allows for building efficient frontiers using the information collected from each fund. The application of the DEA in the sample of European mutual funds has served to show potential investors its usefulness and effectiveness in terms of fund selection. The results obtained in this study allow the identification of mutual funds with the most significant profitability potential and those with lower expectations of profitability.