开放式基金投资组合分析

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1、合肥工业大学硕士学位论文开放式基金投资组合分析姓名：王云安申请学位级别：硕士专业：工商管理指导教师：王建文20081101AnalysisonInvestmentPortfoliooftheOpenFundsABSTRACTThistextattemptstoresearchontheoryandanalysesthecasusabouttheopenfundsfromqualitativeandration．Andsupplythereferenceoftheoreticalandpracticalf

2、oroptimisticfundsportfolioinvestmentinnational．Themaincontentscanbereducedintofiveaspects．Atfirst，thereareasummaryoftheopenfundsoninvestmentportfolio．Firstofall，therearethedefinitionandsortofportfolioinvestmentfundsatwhole．Secondlythecontentsintroducethe

3、functionandactionofthefundsinnmional，andcomparewiththeclosefundsfromseveralaspects，Theneducepredominancebetweentheopenfundsandtheclosefundsthereby．Intheendanalysisinvestmentstrategyandportfoliooftheopenfunds．Secondpart，thereareportfolioinvestmentcapitali

4、nvestmenttheoryandperformanceappraisalmodelanalysis．Thearticlediscussfivekindcombinationtheoryandmodelinvestment．therearetheportfoliotheory，Sharpsingleexponentmodel，capitalassetsmodel，arbitragetheoreticalmodelandperformanceappraisalmodel．Thirdpart，analys

5、esthebasicoftheportfolioinvestment．Firstofallthearticleanalysestherelationoftheticketmarketandthemaeroeconomic．Secondlyresearchtheticketinvestedindustrycycle；intheendtheinvestmentworthproceedspecificindicesquantifyanalysesoftheversusquotedcompanyFourthpa

6、rt，analysestheopenfundcombinationinempirical．TaketheHuaXiafundasanexample，thecaseanalysishandletheportfolioinvestmentclustertheory，optimisticcorporainvestmentplan，policyandcombination，therearethetheoryandpracticalincorporation，supplytheinvestmentstrategy

7、clueforourcountryfundoccupation．Atlast，itisconclusion．Induceandsummarizetheresearchanalysesfruit，andsupplytherationalproposalfornationalsecuritiesmarketandportfolioinvestmentfundoccupation．KEYWORDS：theopenfunds；portfoliotheory；earningrate；availabilitybou

8、ndary独创性声明本人声明所呈交的学位论文是本人在导师指导下进行的研究工作及取得的研究成果。据我所知，除了文中特别加以标注和致谢的地方外，论文中不包含其他人已经发表或撰写过的研究成果，也不包含为获得盒匿王些太堂或其他教育机构的学位或证书而使用过的材料。与我一同工作的同志对本研究所做的任何贡献均已在论文中作了明确的说明并表示谢意。学位论文作者签字渤签字日期彤年，2月l。日学位论文版权使用授权书本学位论文作者完全了解盒壁王些太堂有关保留、使用