首页 > 资料专栏 > 论文 > 技研论文 > 产品管理论文 > MBA毕业论文_证券投资基金产品设计及创新发展(57页).rar

MBA毕业论文_证券投资基金产品设计及创新发展(57页).rar

资料大小:1478KB(压缩后)
文档格式:DOC
资料语言:中文版/英文版/日文版
解压密码:m448
更新时间:2018/8/17(发布于上海)

类型:金牌资料
积分:--
推荐:升级会员

   点此下载 ==>> 点击下载文档


文本描述
摘 要
本文首先对证券投资基金产品设计的要素进行分析,从现有基金种
类、投资策略以及费率设计等方面给出大致方向,接着阐述国外基金
市场的发展状况,其后作为对比,回顾我国基金市场产品的发展历程
及现状,同时介绍了基金产品与市场指数、销售渠道及监管之间的联
系,并指出证券投资信托计划与券商集合理财之间的区别,在此基础
上提出基金产品设计创新的必要性、原则及发展方向,最后列举了我
国证券投资基金产品创新在市场上的具体应用,最终得出结论从投资
品种、营销方式等方面强化基金产品设计创新,并结合当前颁布的关
于证券投资基金投资衍生产品的相关政策是今后基金产品设计的重点
所在。

关键词:证券投资基金,产品设计,产品创新,衍生产品
ABSTRACT
This essay firstly analyzes the elements of mutual fund development,
which includes types, investment strategies, fee structures and etc. Then it
introduces the development of overseas mutual fund industry and treats it
as a comparison to review the development and current situation of
mutual fund industry in China. Also, in this essay, the connection among
mutual funds, index, distribution channel and market supervision is
elaborated and the difference between unit investment trust and collective
investment scheme issued by securities company is indicated. Based on
the analysis mentioned above, it points out the necessity, the principle
and the trend of innovation in mutual funds’ product development. At last,
this essay specifies the real utilization of innovation in China’s mutual
fund market, concludes that mutual fund’s innovation should be enforced
from the perspective of target investment instruments, marketing and etc
and also illustrates that one of the most important factors of mutual fund
development is to combine with the prevailing relevant regulations
regarding derivatives investment of mutual fund.
KEY WORDS: Mutual fund , product development, innovation,
derivatives