The Profile of a Polish Mutual Fund Manager

Journal of Economics and Management, vol. 32, no. 2, pp. 30-47, 2018.

Posted: 13 Jun 2018

Date Written: May 21, 2018

Abstract

Aim/purpose – The purpose of this paper is to identify the characteristics that are typical of mutual fund managers.

Design/methodology/approach – The study concentrates on a set of socio-demographic data, such as: age, gender, education, experience, and professional qualifications of 336 portfolio managers. The applied research strategy relies on an analysis concerning a set of statistical metrics describing the population under examination.

Findings – The average Polish fund manager is a 37-year-old man, a holder of a stock-broker or investment adviser license. He obtained the authorization from the Polish Financial Supervision Authority (KNF) a few years after graduating from the Warsaw School of Economics (SGH). He has 11 years’ experience in financial markets and 7 years’ experience in the mutual fund industry.

Research implications/limitations – The identification of managerial characteristics for the purpose of creating a profile of a Polish mutual fund manager will provide an important basis for further surveys and analyses aimed to evaluate the effectiveness of mutual funds.

Originality/value/contribution – There are no investigations within the discussed area in Polish studies. Therefore, the identification of the characteristics that are typical of mutual fund managers will make a contribution to the finance literature.

Keywords: mutual funds, portfolio managers, managerial characteristics, human capital

JEL Classification: G23, J24, M12

Suggested Citation

Filip, Dariusz, The Profile of a Polish Mutual Fund Manager (May 21, 2018). Journal of Economics and Management, vol. 32, no. 2, pp. 30-47, 2018., Available at SSRN: https://ssrn.com/abstract=3183295

Dariusz Filip (Contact Author)

UKSW ( email )

Faculty of History and Social Sciences
Warsaw
Poland

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