证券投资基金产品设计及创新发展

发布时间：2018-05-20 18:42

本文选题：证券投资基金 + 产品设计　；参考：《上海交通大学》2012年硕士论文

【摘要】：本文首先对证券投资基金产品设计的要素进行分析，从现有基金种类、投资策略以及费率设计等方面给出大致方向，接着阐述国外基金市场的发展状况，其后作为对比，回顾我国基金市场产品的发展历程及现状，同时介绍了基金产品与市场指数、销售渠道及监管之间的联系，并指出证券投资信托计划与券商集合理财之间的区别，在此基础上提出基金产品设计创新的必要性、原则及发展方向，最后列举了我国证券投资基金产品创新在市场上的具体应用，最终得出结论从投资品种、营销方式等方面强化基金产品设计创新，，并结合当前颁布的关于证券投资基金投资衍生产品的相关政策是今后基金产品设计的重点所在。
[Abstract]:This paper first analyzes the elements of product design of securities investment funds, gives a general direction from the types of existing funds, investment strategies and rate design, and then describes the development of foreign funds market, and then as a comparison. This paper reviews the development history and present situation of fund market products in China, introduces the relationship between fund products and market index, sales channels and supervision, and points out the difference between securities investment trust plan and collective financial management of securities firms. On this basis, the necessity, principle and development direction of fund product design innovation are put forward. Finally, the concrete application of securities investment fund product innovation in the market is listed, and the final conclusion is drawn from the investment variety. It is the key point of fund product design in the future to strengthen the innovation of fund product design in marketing way and combine with the relevant policy about investment derivative product of securities investment fund issued at present.
【学位授予单位】：上海交通大学
【学位级别】：硕士
【学位授予年份】：2012
【分类号】：F832.51

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