Analiza poslovanja društava za upravljanje obveznim mirovinskim fondovima u Republici Hrvatskoj

master's thesis

• Title (english): Business analysis of mandatory pension companies in the Republic of Croatia
• Author: Lea Šahinović
• Mentor: Ana Pavković (mentor)
• Committee member: Ana Pavković (predsjednik povjerenstva)
• Committee member: Davor Labaš (član povjerenstva)
• Committee member: Mihovil Anđelinović (član povjerenstva)
• Granter: University of Zagreb; Faculty of Economics and Business; (Department of Managerial Economics); Zagreb
• Defense date and country: 2022-09-12, Croatia
• Scientific / art field, discipline and subdiscipline: SOCIAL SCIENCES; Economics; Economics of Entrepreneurship

Abstract

Ovaj rad analizirati će poslovanje društava koja upravljaju obveznim mirovinskim fondovima u Hrvatskoj u periodu od 2016. do 2020. godine, usporedit će se njihovo poslovanje sa imovinom mirovinskih fondova i ispitati kako je pandemija bolesti uzrokovane koronavirusom utjecala na njihovo poslovanje. Glavni cilj rada je pomoću podataka iz temeljnih financijskih izvještaja društava za upravljanje OMF-ovima, kao i dostupnih znanstvenih istraživanja, analizirati i ocijeniti njihovu uspješnost, a ocjena će se dati pomoću najvažnijih pokazatelja iz financijskih izvještaja poduzeća. U svrhu ostvarenja glavnog cilja istraživanja provest će se horizontalna i vertikalna analiza te financijska analiza putem financijskih pokazatelja za petogodišnje razdoblje. Doprinos rada proizlazi iz sveobuhvatne analize poslovanja društava za upravljanje OMF-ovima koja će ukazati na prednosti i izazove u njihovom poslovanju, komparativne prednosti određenih društava u odnosu na konkurente i razmjer utjecaja pandemije.

Abstract (english)

This paper will analyze the operations of companies for the management of mandatory pension funds in Croatia in the period from 2016 to 2020, compare their operations with the assets of pension funds and examine how the pandemic of the disease caused by the coronavirus affected their operations. The main goal of this paper is to analyze and evaluate their performance through data from the basic financial reports of companies for the management of mandatory pension funds, as well as available scientific research, and the evaluation will be given using the most important indicators from the company's financial reports. To achieve the main goal of the research, a horizontal and vertical analysis will be carried out, as well as a financial analysis through financial indicators for a five-year period. The contribution of the work results from a comprehensive analysis of the operations of companies for the management of mandatory pension funds, which will indicate the advantages and challenges in their operations, the comparative advantages of certain companies in relation to competitors and the extent of the impact of the pandemic.

• Keywords: obvezni mirovinski fondovi; horizontalna analiza; vertikalna analiza; financijski pokazatelji
• Keywords (english): mandatory pension funds; horizontal analysis; vertical analysis; financial indicators
• Language: croatian
• URN:NBN: urn:nbn:hr:148:390884
• Study programme: Title: Business Economics; Study programme type: university; Study level: integrated undergraduate and graduate; Academic / professional title: magistar/magistra ekonomije (magistar/magistra ekonomije)
• Type of resource: Text
• File origin: Born digital
• Access conditions: Access restricted to students and staff of home institution
• Created on: 2022-09-13 13:54:06