Analysis On Investment Portfolio Of The Open Funds

This text attempts to research on theory and analyses the casus about the open funds from qualitative and ration. And supply the reference of theoretical and practical for optimistic funds portfolio investment in national. The main contents can be reduced into five aspects.At first, there are a summary of the open funds on investment portfolio. First of all, there are the definition and sort of portfolio investment funds at whole. Secondly the contents introduce the function and action of the funds in national, and compare with the close funds from several aspects, Then educe predominance between the open funds and the close funds thereby. In the end analysis investment strategy and portfolio of the open funds.Second part, there are portfolio investment capital investment theory and performance appraisal model analysis. The article discuss five kind combination theory and model investment, there are the portfolio theory, Sharp single exponent model, capital assets model, arbitrage theoretical model and performance appraisal model.Third part, analyses the basic of the portfolio investment. First of all the article analyses the relation of the ticket market and the macroeconomic. Secondly research the ticket invested industry cycle; in the end the investment worth proceed specific indices quantify analyses of the versus quoted companyFourth part, analyses the open fund combination in empirical. Take the HuaXia fund as an example, the case analysis handle the portfolio investment cluster theory, optimistic corpora investment plan, policy and combination, there are the theory and practical incorporation, supply the investment strategy clue for our country fund occupation.At last, it is conclusion. Induce and summarize the research analyses fruit, and supply the rational proposal for national securities market and portfolio investment fund occupation.