Abstract

The portfolio management of the Bulgarian collective investment schemes is the object of this study and the quantitative models and evaluation techniques of the portfolio presentation are the subject thereof. The research aims at analysing the characteristic features of the Bulgarian investment funds in the period between 2007-2010, presenting the data used in the research and the time span, the restrictive conditions and the presumptions for the study as well as its methodology, the empiric results and their analysis. The key inferences and trends for follow-up work on the investigated topic are formulated.