Variable | Period | Objective | Base Study |
SELIC, Ibovespa, and the Dollar | 2009-2015 | Risk-free rate and benchmarks respectively, used as comparison measures for excess returns | |
Size, Market, Moment, Resource, Cost/Rate, Flow, Age, Quota Value, and Risk | 2001-2014 | Analyze their behavior with respect to the fund performance | |
Inflation, Interests, Exchange Rate, and Foreign Politics | 2001-2014 | Analyze their behavior with respect to the fund performance | |
Management, Turnover, Initial Investment, Education Level | 2007-2011 | Analyze their behavior with respect to the fund performance | |
Environmental and Social Aspect | 2005 | Analyze their behavior with respect to the fund performance | |
Management, Composition, and Distribution Aspects of the Portfolio: Portfolio Composition, Manager Experience, Number of Funds Managed, Management Fee, and Performance |
| Analyze their behavior with respect to the fund performance | Present study |