君耀投资在中国投资战略研究

发布时间：2018-02-24 15:00

本文关键词： 对冲基金私募基金 SWOT模型　出处：《河北工业大学》2014年硕士论文　论文类型：学位论文

【摘要】：本文撰写于国内金融市场改革的关键时期，融资融券业务与股指期货业务的相继推出，使得金融衍生品种类和数量的不断完善，私募型资产管理产品的监管放松，使得对冲策略的运用成为可能。目前，对冲基金在国内尚处于初步发展阶段，相关研究还十分欠缺，本文的研究内容具有初步的领先价值。首先，文章介绍了当前全球经济的大环境和世界对冲基金的发展历史和现阶段的一些情况。从对冲基金的定义，策略分类及规模等方面，分析现阶段对冲基金面临的情况和所处的投资环境。特别针对中国对冲基金行业发展，从中国对冲基金现状，监管问题，与传统投资行业对比，分析中国对冲基金行业未来趋势和发展潜力。其次，文章以SWOT模型从优势，劣势，机会，，挑战四个方面分析TRUE ARROW君耀投资在华投资面临的挑战和机会。其中用到了产品生命周期分析，芒果树模型以及麦肯锡/通用电气定向政策矩阵模型等方法。最后，文章通过之前对行业情况和自身情况的分析，得出了TRUE ARROW君耀投资在华开展对冲基金拟采取的战略，必须走“君耀投资”特色的市场开发战略规划。
[Abstract]:This paper is written in the key period of the domestic financial market reform, the introduction of margin and stock index futures business one after another, which makes the types and quantity of financial derivatives perfect and the supervision of private equity asset management products relaxed. At present, hedge funds are still in the initial stage of development in China, the relevant research is still very lacking, the research content of this paper has the preliminary leading value. First of all, the paper introduces the current global economic environment and the development history and current situation of the world hedge fund. From the definition of hedge fund, strategy classification and scale, etc. This paper analyzes the situation faced by hedge funds and their investment environment at the present stage. Especially in view of the development of the hedge fund industry in China, from the perspective of the current situation of hedge funds in China, the regulatory issues, and compared with the traditional investment industry, Analyze the future trend and development potential of Chinese hedge fund industry. Secondly, the paper uses SWOT model to analyze the challenges and opportunities of TRUE ARROW investment in China from four aspects: strengths, weaknesses, opportunities and challenges. Mango tree model and McKinsey / GE orientation policy matrix model. Finally, through the analysis of the industry situation and its own situation before, the paper draws the conclusion that the strategy to be adopted by TRUE ARROW Junyao investment in developing hedge funds in China must follow the market development strategic plan with the characteristics of "Junyao Investment".
【学位授予单位】：河北工业大学
【学位级别】：硕士
【学位授予年份】：2014
【分类号】：F830.42;F832.39

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