中國證券投資基金績效評價(jià)研究
發(fā)布時(shí)間：2018-10-10 06:10
【摘要】：從1998年基金在中國出現(xiàn)以來,從最開始的封閉式基金到之后的開放式基金,經(jīng)過15年的發(fā)展,我國開放式基金的無論從數(shù)目還是規(guī)模上都達(dá)到了一個(gè)新的高峰.目前基金行業(yè)是我國證券市場重要的組成部分之一,如何讓基金行業(yè)在資本市場更好的發(fā)揮自身的作用,是目前十分重要的議題之一,另外隨著我國市場體制的不斷完善,如何讓基金行業(yè)更加健康快速的成長也是另外一個(gè)重要的議題. 本文主要從四個(gè)部分來對我國開放式證券投資基金進(jìn)行介紹,首先第一部分是對國內(nèi)外基金行業(yè)的發(fā)展以及理論方法進(jìn)行一個(gè)全方面的概述,第二部分則對于傳統(tǒng)的基金績效評價(jià)方法以及創(chuàng)新性的基金績效評價(jià)評價(jià)方法進(jìn)行基金的績效評價(jià)研究,第三部分則利用綜合評價(jià)里面的四種方法對我國開放式證券投資基金進(jìn)行了全面的績效評價(jià)研究,最后一個(gè)部分則針對績效評價(jià)的結(jié)果對基金公司,投資人,證監(jiān)會(huì)進(jìn)行了相關(guān)的政策建議.
[Abstract]:Since the emergence of funds in China in 1998, from the first closed-end funds to the open-end funds, after 15 years of development, the number and scale of open-end funds in China have reached a new peak. At present, the fund industry is one of the important parts of the securities market in our country. How to make the fund industry play its role better in the capital market is one of the most important issues at present. In addition, with the continuous improvement of the market system in our country, How to make the fund industry more healthy and rapid growth is another important issue. This paper mainly introduces the open-end securities investment funds from four parts. The first part is an overview of the development of the domestic and foreign fund industry, as well as the theory and methods. In the second part, the traditional fund performance evaluation method and the innovative fund performance evaluation method are studied. In the third part, we use the four methods of comprehensive evaluation to study the performance evaluation of open-end securities investment funds in China. The last part focuses on the results of performance evaluation to fund companies and investors. The CSRC has made relevant policy recommendations.
【學(xué)位授予單位】：暨南大學(xué)
【學(xué)位級(jí)別】：碩士
【學(xué)位授予年份】：2013
【分類號(hào)】：F224;F832.51
本文編號(hào)：2260933
[Abstract]:Since the emergence of funds in China in 1998, from the first closed-end funds to the open-end funds, after 15 years of development, the number and scale of open-end funds in China have reached a new peak. At present, the fund industry is one of the important parts of the securities market in our country. How to make the fund industry play its role better in the capital market is one of the most important issues at present. In addition, with the continuous improvement of the market system in our country, How to make the fund industry more healthy and rapid growth is another important issue. This paper mainly introduces the open-end securities investment funds from four parts. The first part is an overview of the development of the domestic and foreign fund industry, as well as the theory and methods. In the second part, the traditional fund performance evaluation method and the innovative fund performance evaluation method are studied. In the third part, we use the four methods of comprehensive evaluation to study the performance evaluation of open-end securities investment funds in China. The last part focuses on the results of performance evaluation to fund companies and investors. The CSRC has made relevant policy recommendations.
【學(xué)位授予單位】：暨南大學(xué)
【學(xué)位級(jí)別】：碩士
【學(xué)位授予年份】：2013
【分類號(hào)】：F224;F832.51
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，本文編號(hào)：2260933
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