开放式基金投资最优策略

摘要

开放式基金作为1种利益共享、风险共担的集合投资方式，由于其科学、先进的运作机制，已成为世界基金业的主流品种。从基金发展历史看，绝大多数发达国家及新兴国家都是以✉发展封闭式基金为主起步，待积累了1定的经验后，逐渐过渡到封闭式基金和开放式基金并存，最终实现开放式基金占主导地位。

因此，开放式基金的发展是大势所趋，开放式基金如何进行投资运作，对我们来说是1个崭新的课题。本文从投资策略、风险控制等角度深入探讨了开放式基金投资问题，并给出了其最优策略模型。

关键词：开放式基金；投资策略；风险控制；最优模型

ABSTRACT

The opening-end fund as a aggregative investment which shares profits and risks and with scientific and advanced operation mechanism, has been the main category of fund industry in the world. Seeing form the history of fund, most of the developed and emerging countries began with close-end fund. After accumulating enough experience, it will carry out the transition to the concurrent of the close-end fund and the open-end fund ,and eventually take up the dominant station. Therefore, the development of the open-end fund is inevitable and the investฬment operation of it is a new task for us. This text went deep into inquiry into tฑhe investment problem of opening-end fund from such angles as the investme Ünt operation and the risk controls...etc., and a ﭢlso give its superior strategy model.

KEYWORD: Opening-end Fund；Investment Operation；Risk Controls；Superior Model