ALD公司有限合伙私募基金项目商业计划书

发布时间：2018-07-14 09:28

【摘要】：随着我国国民经济的高速增长与个人投资理财需求的持续旺盛,国内的私募基金业蓬勃发展,已成为我国资本市场的重要力量。但私募基金业长期处在灰色地带,私募基金管理公司如何通过阳光化路径发展壮大已成为私募基金行业面临的首要问题。本文就是在此背景下针对ALD私募基金管理公司的有限合伙私募基金项目制定的商业计划书。所用的研究方法主要是定量分析、比较分析与实证研究。本文首先简要介绍了ALD公司概况、有限合伙私募基金项目概况及项目意义。其次,本文对项目进行了市场分析,并在此基础上制定了项目的营销方案。在对行业竞争进行波特五力分析及对项目进行SWOT分析的基础上,运用STP理论对项目进行了市场定位。并在对市场进行了充分调查后,运用4P理论详细制定了项目的产品策略、定价策略、渠道策略及促销策略。另外,本文详细阐述了项目的具体实施部署。对项目运作的关键方面包括薪酬制度、内部风控制度、以马科维茨投资组合理论为指导的项目投资策略及基金信息披露制度等作了详细规划。最后,本文对项目进行了财务规划与风险分析。对项目总投资成本进行估算基础上,确定了项目的筹资计划,并作了盈利预测。同时,通过重要财务指标包括净现值(NPV)、内部收益率(IRR)、投资回收期(PBP)及投资收益率(ROI)的测算,证明了项目具有经济可行性,较短的回收期及较高的经济效益。本文还针对项目面临的法律、政策与市场风险提出了相应的解决方案。本文的结论是：私募基金行业前景广阔,ALD公司的有限合伙私募基金项目具有经济可行性及较高的经济效益。不仅对ALD公司自身实现阳光化发展具有重要的实践意义,同时对私募基金行业其他企业的阳光化发展壮大也具有一定的借鉴意义。
[Abstract]:With the rapid growth of our national economy and the continuous exuberant demand for personal investment and financial management, the domestic private equity fund industry is booming and has become an important force in the capital market of our country. However, private equity fund industry has been in a gray area for a long time, so how to develop and strengthen private equity fund management companies through the way of sunshine has become the primary problem facing the private equity fund industry. In this context, this paper is a business plan for ALD private fund management company's limited partnership private fund project. The main research methods used are quantitative analysis, comparative analysis and empirical research. This paper firstly introduces the general situation of ALD company, the project of limited partnership private equity fund and the significance of the project. Secondly, this article carries on the market analysis to the project, and on this basis has formulated the project marketing plan. On the basis of the analysis of the five forces of industry competition and the SWOT analysis of the project, the market orientation of the project is carried out by using the STP theory. After a thorough investigation of the market, the product strategy, pricing strategy, channel strategy and promotion strategy of the project are formulated by using 4P theory. In addition, this article elaborated the concrete implementation deployment of the project. The key aspects of project operation include salary system, internal wind control degree, project investment strategy guided by Markowitz portfolio theory and fund information disclosure system. Finally, this article carries on the financial planning and the risk analysis to the project. On the basis of estimating the total investment cost of the project, the financing plan of the project is determined and the profit forecast is made. At the same time, the important financial indexes including net present value (NPV), internal rate of return (IRR), investment payback period (PBP) and investment return rate (ROI) are calculated. It is proved that the project has economic feasibility, shorter payback period and higher economic benefit. This paper also puts forward the corresponding solutions to the laws, policies and market risks faced by the project. The conclusion of this paper is that the limited partnership private fund project of ALD company has economic feasibility and high economic benefit. It not only has important practical significance for ALD company to realize sunshine development, but also has certain reference significance for other private equity fund industry.
【学位授予单位】：兰州大学
【学位级别】：硕士
【学位授予年份】：2012
【分类号】：F832.51

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