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我国多层次基金评估体系的构建
引用本文:赵林峰,李凯.我国多层次基金评估体系的构建[J].东北大学学报(社会科学版),2004,6(3):181-183.
作者姓名:赵林峰  李凯
作者单位:东北大学工商管理学院,辽宁沈阳,110004
摘    要:介绍了国内外的基金评估体系,分析了它们在评估指标、评估方式、评估程序等方面存在的差异.以此为基础并结合我国实际,提出我国应建立多层次基金评估体系,以满足不同投资者的需要,真正做到指导投资.认为多层次基金评估体系应该由三个层次构成:基金评级、基金分析和基金跟踪.

关 键 词:基金  基金评估体系  基金业绩
文章编号:1008-3758(2004)03-0181-03
修稿时间:2003年9月19日

The Construction of Multi-Layer Fund Evaluation System in China
ZHAO Lin-feng,LI Kai.The Construction of Multi-Layer Fund Evaluation System in China[J].Journal of Northeastern University(Social Science),2004,6(3):181-183.
Authors:ZHAO Lin-feng  LI Kai
Abstract:Introduces the domestic and foreign fund evaluation systems and analyses their differences in evaluation index, evaluation method and evaluation procedure. Combining them with the actuality of Chinese security market, it is proposed that a multi-layer fund evaluation system should be constructed in China to meet the needs of different investors as an effective guidance to them. It shall be composed of three levels, i.e., fund ranking, fund analysis and fund follow-up.
Keywords:fund  fund evaluation system  fund performance
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