Abstract

The subject of the study is global changes and the crisis in financial markets, which obviously have a great influence on the formation of changes in investor preferences, as well as related approaches to compiling an investment portfolio of financial assets. Currently, a modern investment portfolio is a collection of different financial assets, selected because of the different reactions of their prices to volatility in market trends, mainly during periods of financial crises. The main issues of forming and managing an investment portfolio using Smart Beta funds were also presented, allowing to reduce risks and uncertainties, ensuring the effective formation and management of a portfolio of financial assets, and its diversification.

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