Research On Investment Management Of Foundation Property Preservation And Appreciation

In recent years,with the sustained and rapid development of China's market economy and the accumulation of social wealth,philanthropy has made significant progress.With the continuous expansion of the asset size scale,the demand for asset management keep increasing and investment income is gradually becoming an important source of income.While,it is not negligible that China's foundations generally confront with dilemmas such as vague investment philosophy,lacking of investment management skills etc.Those problems directly limit the development of foundations ' asset investment activities.This paper focuses on how domestic and abroad foundations,domestic social security fund and pension fund conduct asset management,including their organization structure and nature of foundations;the investment management experience of overseas foundations;the status,investment strategies and risk management of Chinese foundation etc.American foundations have been used as examples to illustrate the asset investment of foreign foundations.Meanwhile,the status quo of the value-added investment activities of domestic key cities during Year2014-2016,especially for the foundations in Guangdong province,have also been analyzed through a large number of financial data.In order to conduct a further empirical research,a questionnaire has been designed to figure out the investment status,investment methods,investment performance,risk appetite,and existing difficulties for the foundations in Guangdong province.The questionnaires try to summarize the existing problems and challenges of the current foundation's value-added investment activities.The key points of risk management and how to choose a financial instrument have also been discussed in this paper.Finally,the article concludes that,at the moment,there are only a small portion of Chinese foundation have taken asset investments.The investable asset base of Chinese foundations management seems limited and low investment return with the dilemmas like shortage of mature regulation mechanism,investment professionals and support from the financial industry.Learned from the mature investment management model and experience,this paper puts forward corresponding suggestions on the investment management of the preservation and appreciation of Chinese foundation property from the government,financial institutions and foundations respectively.Firstly,government departments should constantly improve policies and regulations to stimulate investment vitality and increase the intensity of overall skill training.A number of platforms should be built to promote investment,so as to strengthen government guidance and create an investment environment.Secondly,financial institutions should actively enhance their awareness of social responsibility and display their professional advantages.Those institutions should fully understand the investment needs of foundations and provide customized services so as to promote the participation of financial institutions and contribute to healthy development.Thirdly,foundation should fully understand the importance of value investment,perfecting the internal investment management system,with the introduction of professional investment to improve its investment management ability,according to their own actual situation to choose different ways of investment,to strengthen the investment capacity of foundation construction,in accordance with the rules in accordance with the law to carry out investment activities,achieve steady development.