The System Of Security Investment Fund Evaluation In China

With the rapid development of the fund, the evaluation of fund became more important and necessary than before recently. This paper synthetically analyzed the foreign fund evaluation theories and methods, considering the specialty of our country, then put forward the system of security investment fund evaluation.Firstly, the author evaluated the fund through the technology and tested it with examples. Basted on the Capital Asset Pricing Model and the Theory of Portfolio, thepaper used the ratio of profit according time to evaluate the profit; used the a and 3 to evaluate the risk; used the Sp, Tp, a p to evaluate the profit according to the risk; used the ability of liquid and so on to evaluate the fund portfolio. Otherwise, the author corrected the asset of fund according to the specialty of our country.Secondly, the author evaluated the fund through the basic information of fund and tested it with examples, which including the evaluation of fund firms and fund managers. The author analyzed the proceeds of investment decision of fund firms and other facts to evaluate the fund firms; analyzed the style of investment, the sprit of the fund managers and so on to evaluate them.At last, the author integrated the evaluation of technical analysis and the basic information of fund. T hen we can get the system of evaluation of security investment fund including the Tree picture and calculating methods. And using the system, we analyzed the funds in Shanghai and Shenzhen Stock Market to test it.