证券投资基金业绩评价方法述评
On the Evaluation Modes of Stock Fund Achievements
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摘要: 本文详细介绍了目前证券投资基金业绩的评价方法 ,划分为财务评价方法、单位风险评价方法、业绩等级评价方法三大类别。依据现代投资组合理论 ,比较了各种方法的优缺点。最后结合我国实际 ,就存在的问题和发展方向进行了讨论。Abstract: Here is a comment on the present modes of achievements of investment securities fund. The modes include the Financial Evaluation Mode, the Unit Adventure Mode, and the Mode of Grade Achievements. In term of the contemporary theory of integrative investments, the advantage and disadvantages in this field are stated; besides, some suggestions are put forward in the last part.
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