Studies & surveys
The Association produces a range of reports on, and surveys of, the fund market in Sweden. Most of them are translated into English. More studies are available on the Swedish page.
Facts and myths about the Swedish premium pension
A Memorandum in which the Swedish Investment Fund Association presents facts and clarifies issues regarding the premium pension.
In English (pdf).
In Swedish.
Fund Special: Funds and Risk
In this in-depth report we describe:
- Different types of risk associated with fund saving, e.g. market, sector and corporate risk, interest rate risk, and currency risk.
- Measures and concepts used to describe funds’ risk levels, e.g. standard deviation, tracking error and the Sharpe ratio.
Download the report.
Fund Special: Returns and Charges
In-depth fund info from the Swedish Investment Fund Association. Topics:
How are returns and charges shown?
Is there any correlation between returns and charges?
Why do charges differ from one fund to another?
What do you get for the fees and charges?
Download the report here.
Yearly report: Fund saving in Sweden 2012
Read the report here.
Prospera 2012 - an extensive study of the Swedish fund market and the behaviour of Swedish fund savers
Read the study here.
Prospera 2010
New world record in fund-based saving
Read the study here.
30 Years of Investment Funds
In this study from May 2009 the Swedish Investment Fund Association describes Swedens' journey towards becoming a fund saving nation.
Read the study here.
Active investing and Passive investing
A report on the benefits of active investing and index (passive) investing which has been compiled by the Dutch Fund and Asset Management Association.
Read the report here.
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