基于资产配置管理的开放式偏股型基金业绩差异成因分析

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1、ContentsContentsAbstract(Chmese)．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．⋯．·．．．····IAbstract(English)．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．·．．．⋯········】[IContents(Cmnese)．．．．．．．．．．．．．．．．．

2、．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．⋯·····IIIContents@ngIis”⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯VChapterlIndustry．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．··············⋯11．1Backgroundoftheresearch．．．．．．．．．．．．．．．．．

3、．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．··········11．20bjectivesandsignificanceoftheresearch．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．·····⋯···-····-21．3Literaturereview．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．31．

4、3．1Cun℃ntresearchinrelativefieldsoverseas⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯．．31．3．2Currentresearchinrelativefieldsdomestic．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．⋯．．．．．．．．．．．⋯41．4Re嗣甏旺chmethodsandframework⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯6Chapter2RelatedtheoriesaboutfundassetsaHocaiton．．．．．．．

5、．．．．．．．．．．．······⋯··············72．1Overviewofassetsalloeationmanagement⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯．．72．1．1Definitionandpurposeofassetsallocationmanagement．．．．．．．．．．．．．．．⋯．．．．．．···．．．····72．1．2Influencefactorsofassetsallocationmanagement⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯．．72．1．3Themains

6、tepsandbasicmethodsofassetsallocationmanagement⋯．．．．．．．·．．．．．···82．2Maintypesofassetallocationmanagement．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．-．．．．··-92．2．1Threecategories．．．⋯．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．⋯．．．⋯102．2．

7、2Fourtactics．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．⋯．．112．3Performanceevaluationmethodoffund’Sassetsallocation．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．⋯132．3．1hldexoffundnetvalue⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯一132．3．2Risk删ustedprofit

8、ableindexofasset．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．j．．．．．⋯132．3．3Modelofselectingtimeandstock．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．．⋯．．15Chapter3Theresearchframeworkofassetsallocation