investment principles meaning in Chinese
投资学
Examples
- In addition , we have referred to many valuable experience of the annuity operation in the developed countries . we got such enlightenments ( 1 ) the establishment of occupational pension scheme must be based on the comprehensive laws and rules ( 2 ) the form of the annuity scheme depends on the legislature framework and market environment concerning the schemed payment structure ( 3 ) it must clearly specify the institutions in charge of organizing the annuity scheme , charging fees and payment ( 4 ) the law must specify the investment principles of occupational pension funds ( 5 ) the an
本章通过对国外企业年金发展经验的介绍，笔者得到如下启示： （ 1 ）企业年金制度的建立需要完善的法律法规； （ 2 ）年金计划形式取决于与计划待遇结构有关的法律框架和市场环境； （ 3 ）要明确规定经办养老金计划的组织和负责计划征缴和待遇管理的机构设立形式； （ 4 ）要从法律上规定企业年金基金的投资原则： （ 5 ）要通过法律要求保障基金财产安全、保护雇员年金权利； （ 6 ）政府需要通过税收优惠政策鼓励雇主和雇员举办企业年金计划。 - Investment tactic is according to the change of securities market , funds manager set down the investment policy , investment principle and investment tactic on the base of modern securities investment theory and investment combination theory etc . investment tactic is the core of funds investment management , it exists in all the parts of funds investment management , and it unite all these parts closely
所谓投资策略就是基金管理人以现代证券投资理论、投资组合理论等为理论基础，根据证券市场发展变化而制定的投资方针、投资原则及投资战略。投资策略是基金投资管理的核心部分，它贯穿于基金投资管理各个环节，并且将投资管理各环节有机结合。 - Based on mpt , the author analyses a fund investment principle , uses equal proportion model on random samples to make a fund - portfolio , demonstrates the rules that fund - portfolio investment risk changes along with the investment size and suggests a rational size for fund - portfolio investment
摘要本文根据组合证券投资理论论述了基金组合投资的原理，使用随机简单等权模型对基金样本进行组合，实证分析了基金组合投资的风险随组合投资规模变化的规律，并指出了对我国基金进行组合投资的合适规模。