中国证券投资基金绩效评价研究
发布时间：2018-10-10 06:10
【摘要】：从1998年基金在中国出现以来,从最开始的封闭式基金到之后的开放式基金,经过15年的发展,我国开放式基金的无论从数目还是规模上都达到了一个新的高峰.目前基金行业是我国证券市场重要的组成部分之一,如何让基金行业在资本市场更好的发挥自身的作用,是目前十分重要的议题之一,另外随着我国市场体制的不断完善,如何让基金行业更加健康快速的成长也是另外一个重要的议题. 本文主要从四个部分来对我国开放式证券投资基金进行介绍,首先第一部分是对国内外基金行业的发展以及理论方法进行一个全方面的概述,第二部分则对于传统的基金绩效评价方法以及创新性的基金绩效评价评价方法进行基金的绩效评价研究,第三部分则利用综合评价里面的四种方法对我国开放式证券投资基金进行了全面的绩效评价研究,最后一个部分则针对绩效评价的结果对基金公司,投资人,证监会进行了相关的政策建议.
[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.
【学位授予单位】：暨南大学
【学位级别】：硕士
【学位授予年份】：2013
【分类号】：F224;F832.51
本文编号：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.
【学位授予单位】：暨南大学
【学位级别】：硕士
【学位授予年份】：2013
【分类号】：F224;F832.51
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