股票型基金的资产管理绩效研究毕业论文.doc

本科毕业论文题目股票型基金的资产管理绩效研究学生姓名梅雪颖专业班级金融学商业银行经营与管理 2班学号 2013018236 院(系) 金贸系指导教师( 职称/ 学位) 齐瑶涵(副教授) 完成时间 2017 年4月_ 郑州升达经贸管理学院本科毕业论文题目股票型基金的资产管理绩效研究学生姓名梅雪颖专业班级金融学商业银行经营与管理 2班学号 2013018236 院(系) 金贸系指导教师( 职称/ 学位) 齐瑶涵(副教授) 完成时间 2017 年4月_ I 股票型基金的资产管理绩效研究摘要我国的证券投资基金迅速发展,特别是股票型基金,发展了十多年,规模得到了迅速的扩大,同时也历经了证券市场完整的变化周期,目前开放式基金已经发展成为基金市场上的主流,其中股票型基金更是占据了基金市场的大部分比重。 2013 年,在各种类型的基金品种里,主动偏股型基金表现最佳,在 2013 年度的表现让投资者收益颇丰, 340 只股票型基金平均收益率达 % ,与沪深指数 % 的跌幅形成鲜明的对比。因此,本文以我国股票型基金作为研究对象,通过易方达基金投资风格的转移详细分析股票型基金的资产绩效管理,为基金公司、投资者以及监管部门提供参考意见。关键词: 股票型基金;管理绩效;投资风格 II ABSTRACT China's securities investment funds to develop rapidly, especially the stock funds, the development of more than 10 years, the scale has been rapidly expanding, but also through the securities market plete cycle of change, the current open-end funds have developed into the mainstream fund market , Of which the stock fund is to occupy the majority of the fund market share. In2013, in the various types of fund varieties, active partial stock funds performed the best in2013, the performance of investors so well, 340 stock funds average yield of %, with the Shanghai and Shenzhen index % Of the decline in sharp contrast. Therefore, this article takes the stock fund of our country as the research object, and analyzes the asset performance management of the equity fund in detail through the transfer of the investment style of the easy side fund, and provides the reference for the pany, the investor and the supervisory department. KEY WORDS : Stock fund; Manage performance; investment style III 目录摘要.......................................................................................................... Ⅰ ABSTRACT ..................................................................................................... Ⅱ 1 绪论............................................................................................................ 1 研究背景.................................................................................