{"id":677,"date":"2021-01-14T21:53:58","date_gmt":"2021-01-14T19:53:58","guid":{"rendered":"http:\/\/journals.khnu.km.ua\/vestnik\/?p=677"},"modified":"2021-01-14T21:53:58","modified_gmt":"2021-01-14T19:53:58","slug":"%d0%b7%d0%b0%d1%80%d1%83%d0%b1%d1%96%d0%b6%d0%bd%d0%b8%d0%b9-%d0%b4%d0%be%d1%81%d0%b2%d1%96%d0%b4-%d1%84%d1%83%d0%bd%d0%ba%d1%86%d1%96%d0%be%d0%bd%d1%83%d0%b2%d0%b0%d0%bd%d0%bd%d1%8f-%d1%96%d0%bd","status":"publish","type":"post","link":"https:\/\/journals.khnu.km.ua\/vestnik\/?p=677","title":{"rendered":"\u0417\u0430\u0440\u0443\u0431\u0456\u0436\u043d\u0438\u0439 \u0434\u043e\u0441\u0432\u0456\u0434 \u0444\u0443\u043d\u043a\u0446\u0456\u043e\u043d\u0443\u0432\u0430\u043d\u043d\u044f \u0456\u043d\u0441\u0442\u0438\u0442\u0443\u0442\u0456\u0432 \u0441\u043f\u0456\u043b\u044c\u043d\u043e\u0433\u043e \u0456\u043d\u0432\u0435\u0441\u0442\u0443\u0432\u0430\u043d\u043d\u044f"},"content":{"rendered":"

<\/p>\n

\u0417\u0410\u0420\u0423\u0411\u0406\u0416\u041d\u0418\u0419 \u0414\u041e\u0421\u0412\u0406\u0414 \u0424\u0423\u041d\u041a\u0426\u0406\u041e\u041d\u0423\u0412\u0410\u041d\u041d\u042f \u0406\u041d\u0421\u0422\u0418\u0422\u0423\u0422\u0406\u0412 \u0421\u041f\u0406\u041b\u042c\u041d\u041e\u0413\u041e \u0406\u041d\u0412\u0415\u0421\u0422\u0423\u0412\u0410\u041d\u041d\u042f<\/p>\n

FOREIGN EXPERIENCE OF JOINT INVESTMENT INSTITUTIONS FUNCTIONING<\/p>\n

<\/a> \u0421\u0442\u043e\u0440\u0456\u043d\u043a\u0438 62-70. \u041d\u043e\u043c\u0435\u0440 \u21161, 2020 (261)<\/strong><\/p>\n

\u0410\u0432\u0442\u043e\u0440\u0438:<\/strong>
\n\u041c\u0415\u0413\u0415\u0419 \u0412.\u0412.
\n\u041a\u0438\u0457\u0432\u0441\u044c\u043a\u0438\u0439 \u043d\u0430\u0446\u0456\u043e\u043d\u0430\u043b\u044c\u043d\u0438\u0439 \u0442\u043e\u0440\u0433\u043e\u0432\u0435\u043b\u044c\u043d\u043e-\u0435\u043a\u043e\u043d\u043e\u043c\u0456\u0447\u043d\u0438\u0439 \u0443\u043d\u0456\u0432\u0435\u0440\u0441\u0438\u0442\u0435\u0442
\nMEHEI V.
\nKyiv National University of Trade and Economics<\/p>\n

DOI:<\/strong> https:\/\/www.doi.org\/10.31891\/2307-5740-2020-278-1-13<\/a>
\n\u041d\u0430\u0434\u0456\u0439\u0448\u043b\u0430 \/ Paper received:<\/strong> 27.02.2020
\n\u041d\u0430\u0434\u0440\u0443\u043a\u043e\u0432\u0430\u043d\u0430 \/ Paper Printed:<\/strong> 10.03.2020<\/p>\n

\u0410\u043d\u043e\u0442\u0430\u0446\u0456\u044f \u043c\u043e\u0432\u043e\u044e \u043e\u0440\u0438\u0433\u0456\u043d\u0430\u043b\u0443.<\/strong><\/p>\n

\u0423 \u0441\u0442\u0430\u0442\u0442\u0456 \u0434\u043e\u0441\u043b\u0456\u0434\u0436\u0435\u043d\u043e \u043e\u0441\u043e\u0431\u043b\u0438\u0432\u043e\u0441\u0442\u0456 \u0434\u0456\u044f\u043b\u044c\u043d\u043e\u0441\u0442\u0456 \u0456\u043d\u0432\u0435\u0441\u0442\u0438\u0446\u0456\u0439\u043d\u0438\u0445 \u0444\u043e\u043d\u0434\u0456\u0432 \u0437\u0430\u0440\u0443\u0431\u0456\u0436\u043d\u0438\u0445 \u043a\u0440\u0430\u0457\u043d \u043d\u0430 \u0441\u0443\u0447\u0430\u0441\u043d\u043e\u043c\u0443 \u0435\u0442\u0430\u043f\u0456. \u0420\u043e\u0437\u043a\u0440\u0438\u0442\u043e \u0440\u043e\u043b\u044c \u0442\u0430 \u0437\u043d\u0430\u0447\u0435\u043d\u043d\u044f \u0456\u043d\u0441\u0442\u0438\u0442\u0443\u0442\u0456\u0432 \u0441\u043f\u0456\u043b\u044c\u043d\u043e\u0433\u043e \u0456\u043d\u0432\u0435\u0441\u0442\u0443\u0432\u0430\u043d\u043d\u044f. \u041f\u0440\u043e\u0430\u043d\u0430\u043b\u0456\u0437\u043e\u0432\u0430\u043d\u043e \u0441\u0442\u0430\u043d \u0433\u043b\u043e\u0431\u0430\u043b\u044c\u043d\u043e\u0433\u043e \u0444\u0443\u043d\u043a\u0446\u0456\u043e\u043d\u0443\u0432\u0430\u043d\u043d\u044f \u0456\u043d\u0432\u0435\u0441\u0442\u0438\u0446\u0456\u0439\u043d\u0438\u0445 \u0444\u043e\u043d\u0434\u0456\u0432. \u0414\u043e\u0441\u043b\u0456\u0434\u0436\u0435\u043d\u043e \u0442\u0438\u043f\u0438 \u0442\u0430 \u0432\u0438\u0434\u0438 \u043f\u043e\u043f\u0443\u043b\u044f\u0440\u043d\u0438\u0445 \u0456\u043d\u0432\u0435\u0441\u0442\u0438\u0446\u0456\u0439\u043d\u0438\u0445 \u0444\u043e\u043d\u0434\u0456\u0432 \u0441\u0435\u0440\u0435\u0434 \u0434\u043e\u043c\u043e\u0433\u043e\u0441\u043f\u043e\u0434\u0430\u0440\u0441\u0442\u0432. \u0420\u043e\u0437\u043a\u0440\u0438\u0442\u043e \u0432\u0456\u043a\u043e\u0432\u0443 \u0441\u0442\u0440\u0443\u043a\u0442\u0443\u0440\u0443 \u0432\u043b\u0430\u0441\u043d\u0438\u043a\u0456\u0432 \u0456\u043d\u0432\u0435\u0441\u0442\u0438\u0446\u0456\u0439\u043d\u0438\u0445 \u0444\u043e\u043d\u0434\u0456\u0432 \u0443 \u0421\u0428\u0410.<\/p>\n

\u0420\u043e\u0437\u0448\u0438\u0440\u0435\u043d\u0430 \u0430\u043d\u043e\u0442\u0430\u0446\u0456\u044f \u0430\u043d\u0433\u043b\u0456\u0439\u0441\u044c\u043a\u043e\u044e \u043c\u043e\u0432\u043e\u044e.<\/strong><\/p>\n

The article is investigated the peculiarities of the activity of investment funds of foreign countries at the present stage. The role and importance of joint venture institutions is revealed. It has been found that the main advantages of joint investing institutes, from the point of view of investors are the potential for high returns compared to traditional ways of saving and multiplying capital, and less time spent on investment management. Other advantages include diversification of investments, absence of a minimum term of investment (in case of investing in open-end investment funds) and possibility to withdraw the invested funds quickly if necessary. The state of global functioning of investment funds is analyzed. Current trends in the development of investment funds in the world are characterized by an increase in the number of investment funds and an increase in the volume of assets of investment funds. The number of regulated open-ended funds is the leader in Luxembourg, France, Ireland and Germany. Investment funds assets located in the United States are one of the most popular regions in which joint venture institutions operate and find their assets. The countries of Europe rank second among the regions of origin of coinvestment institutions and their assets. It is determined that the largest share in the structure of assets of investment funds belongs to the assets of mutual funds and the smallest to the assets of unit trusts. Types and kinds of popular mutual funds among households are investigated. The main tendencies of investment activity in the world are the high level of investment activity of individual investors who own investment funds. It is revealed that small investors are most interested in, as a rule, open-endedinv estment funds that constantly offer for sale their securities in an effort to raise capital and fulfill the requirements of the owners of securities for their redemption. The age structure of investment fund owners in the US is revealed. It is shown that the largest share among the individuals-contributors was occupied by the generation from 38 to 53 years.<\/p>\n

\u041a\u043b\u044e\u0447\u043e\u0432\u0456 \u0441\u043b\u043e\u0432\u0430:<\/strong> \u0456\u043d\u0432\u0435\u0441\u0442\u0438\u0446\u0456\u0457, \u0456\u043d\u0441\u0442\u0438\u0442\u0443\u0442 \u0441\u043f\u0456\u043b\u044c\u043d\u043e\u0433\u043e \u0456\u043d\u0432\u0435\u0441\u0442\u0443\u0432\u0430\u043d\u043d\u044f, \u0456\u043d\u0432\u0435\u0441\u0442\u0438\u0446\u0456\u0439\u043d\u0438\u0439 \u0444\u043e\u043d\u0434, \u043a\u043e\u043c\u043f\u0430\u043d\u0456\u044f \u0437 \u0443\u043f\u0440\u0430\u0432\u043b\u0456\u043d\u043d\u044f \u0430\u043a\u0442\u0438\u0432\u0430\u043c\u0438, \u043f\u0430\u0439\u043e\u0432\u0438\u0439 \u0456\u043d\u0432\u0435\u0441\u0442\u0438\u0446\u0456\u0439\u043d\u0438\u0439 \u0444\u043e\u043d\u0434, \u0440\u0435\u0433\u0443\u043b\u044c\u043e\u0432\u0430\u043d\u0456 \u0432\u0456\u0434\u043a\u0440\u0438\u0442\u0456 \u0456\u043d\u0432\u0435\u0441\u0442\u0438\u0446\u0456\u0439\u043d\u0456 \u0444\u043e\u043d\u0434\u0438.<\/p>\n

References.<\/strong><\/p>\n

1. Borodenko T.M. Korporatyvni investytsiini fondy: priorytety rozvytku i pidvyshchennia efektyvnosti : avtoref. dys. \u2026 kand. ekon.nauk : spets 08.00.08 \u00abHroshi, finansy i kredyt\u00bb \/ T.M. Borodenko. \u2013 K. : Kyiv. nats. ekon. un-t im. Vadyma Hetmana, 2019. \u2013 22 s.
\n2. Borodenko T.M. Hlobalnyi kontekst rozvytku spilnoho investuvannia: uroky dlia Ukrainy \/ T.M. Borodenko \/\/ Ekonomika ta derzhava. \u2013 2016. \u2013 \u2116 10. \u2013 S. 83\u201386.
\n3. Verhun V.A. Instytuty spilnoho investuvannia v umovakh hlobalizatsii svitovykh finansovykh rynkiv \/ V.A. Verhun, O.I. Stupnytskyi, V.M. Koverda, T.V. Volkovynska. \u2013 K. : Vydavnycho-polihrafichnyi tsentr \u00abKyivskyi universytet\u00bb. Seriia \u00abMizhnarodnyi biznes\u00bb, 2009. \u2013 512 s.
\n4. Neznaiko D.V. Zarubizhnyi dosvid diialnosti ISI. Problemy i perspektyvy rozvytku bankivskoi systemy Ukrainy \/ D.V. Neznaiko \/\/Problemy i perspektyvy rozvytku bankivskoi systemy Ukrainy. \u2013 2004. \u2013 T. 10. \u2013 C. 191\u2013201.
\n5. Furdychko L. Ye. Instytuty spilnoho investuvannia: mizhnarodnyi dosvid, spetsyfika ta rozvytok \/ L.Ie. Furdychko \/\/ Rehionalna ekonomika. \u2013 2009. \u2013 \u2116 1. \u2013 S. 81\u201388.
\n6. Shpakovych I.R. Derzhavne upravlinnia instytutamy spilnoho investuvannia v natsionalnomu hospodarstvi : avtoref. dys. \u2026 kand.ekon. nauk : spets. 08.00.03 \u00abEkonomika ta upravlinnia natsionalnym hospodarstvom\u00bb \/ I.R. Shpakovych. \u2013 L. : Nats. un-t \u00abLvivska politekhnika\u00bb, 2016. \u2013 23 s.
\n7. Mazaraki A. Dominanty instytutsiinoi modernizatsii finansovoi systemy Ukrainy \/ A. Mazaraki, S. Volosovych \/\/ Visnyk Kyivskoho natsionalnoho torhovelno-ekonomichnoho universytetu. \u2013 2016. \u2013 \u2116 1. \u2013 S. 5\u201323.
\n8. Ofitsiinyi sait The Independent Directors Council. URL : https:\/\/www.idc.org\/idc.
\n9. Ofitsiinyi sait The Investment Company Institute. URL : https:\/\/ici.org\/about_ici
\n10. Ofitsiinyi sait European fund and Asset Management Association. URL : https:\/\/www.efama.org
\n11. Kravchuk A.N. Obrashenie i registraciya cennyh bumag v stranah Zapadnoj Evropy, SShA i Yaponii \/ A.N. Kravchuk. \u2013 M. :INFRA-M, 2007. \u2013 573 s.
\n12. Vorona L. V. Funktsionuvannia instytutiv spilnoho investuvannia v Yevropeiskomu Soiuzi \/ L. V. Vorona \/\/ Internauka :mizhnarodnyi naukovyi zhurnal. \u2013 2017. \u2013 \u2116 2(2). \u2013 S. 80\u201385.
\n13. Mazaraki A. Fintech u systemi suspilnykh transformatsii \/ A. Mazaraki, S. Volosovych \/\/ Visnyk Kyivskoho natsionalnoho torhovelno-ekonomichnoho universytetu. \u2013 2018. \u2013 \u2116 2. \u2013 S. 5\u201318.<\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[],"_links":{"self":[{"href":"https:\/\/journals.khnu.km.ua\/vestnik\/index.php?rest_route=\/wp\/v2\/posts\/677"}],"collection":[{"href":"https:\/\/journals.khnu.km.ua\/vestnik\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/journals.khnu.km.ua\/vestnik\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/journals.khnu.km.ua\/vestnik\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/journals.khnu.km.ua\/vestnik\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=677"}],"version-history":[{"count":1,"href":"https:\/\/journals.khnu.km.ua\/vestnik\/index.php?rest_route=\/wp\/v2\/posts\/677\/revisions"}],"predecessor-version":[{"id":678,"href":"https:\/\/journals.khnu.km.ua\/vestnik\/index.php?rest_route=\/wp\/v2\/posts\/677\/revisions\/678"}],"wp:attachment":[{"href":"https:\/\/journals.khnu.km.ua\/vestnik\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=677"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/journals.khnu.km.ua\/vestnik\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=677"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/journals.khnu.km.ua\/vestnik\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=677"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}