資產組合管理 的英文怎麼說

中文拼音 [zīchǎnzǔgěguǎnlǐ]
資產組合管理 英文
portfolio management
  • 資 : Ⅰ名詞1 （錢財; 費用） money; wealth; expenses 2 （資質） intelligence; endowment 3 （資格） quali...
  • 產 : Ⅰ動詞1 （人或動物的幼體從母體中分離出來） give birth to; be delivered of; breed 2 （創造財富; 生...
  • 組 : Ⅰ名詞1 （由不多的人員組成的單位） group 2 （姓氏） a surname Ⅱ動詞（組織） organize; form Ⅲ量詞（...
  • 合 : 合量詞（容量單位） ge, a unit of dry measure for grain （=1 decilitre）
  • 管 : Ⅰ名詞1 （管子） pipe; tube 2 （吹奏的樂器） wind musical instrument 3 （形狀似管的電器件） valve;...
  • 理 : Ⅰ名詞1 （物質組織的條紋） texture; grain （in wood skin etc ） 2 （道理;事理） reason; logic; tru...
  • 資產 : 1. （財產） property; means 2. （資金） capital fund; capital3. [經] （資金的運用情況） assets
  • 組合 : 1 （組織成為整體） make up; compose; constitute 2 （組織起來的整體） association; combination3 [...
  • 管理 : manage; run; administer; supervise; rule; administration; management; regulation
  1. During portfolio management, there are trade - impact cost, strategy - execution cost by free - rider, liquidity management cost and style - execution cost by style investment

    證券投資資金存在特定的資產組合管理成本，包括交易影響成本、免費搭車者引起的方案執行成本、開放式基金的流動性成本及特定基金的風格執行成本。
  2. As a holding company of the konica minolta group, konica minolta holdings, inc. will handle the control of group business through the corporate portfolio management as well as the management of corporate strategies, finances, and other areas of lateral business management for the group as a whole, with the goal of maximizing corporate value

    2 ）事業內容作為柯尼卡美能達集團的控股公司，以最大化地提高企業價值為目的，通過經營事業資產組合，進行對集團企業的統括、集團全體的經營戰略、財務、以及其它橫向的經營管理工作。
  3. At first, this thesis analyzed some essential elements about the system of personal houe loan and make the compare to chinese and foreign system, and established the system of personal credit evaluate ; the second, the thesis discusses the investment technique and strategy of national debt in the provident fund, and established the model about how to invest the national debt ; the third, the thesis build the forecast model about fund collecting and drawing, and make use of the combination invest theories to build model of individual loan and national debt ; at last, the thesis analyses the risk ' s inside reason of house funds with the risk type, and to give out the related suggestion to funds risk. mechanism. the thesis research show me how to make use of that some models and methods in the process of haf management and make me deeply understand the house funds

    本文首先分析了個人住房貸款制度基本要素，即貸款期限、貸款利率與抵押物價值的比例、政府在個人住房貸款市場中的作用、貸款違約情況下的處置措施、個人住房貸款的流動性問題，並對中外製度作了比較，建立了個人信用評分評級體系和信用評估模型，並以重慶市住房公積金為研究對象做出了住房資金個貸風險評估的實證研究；其次，分析了影響國債價格走勢的因素，討論了公積金國債的投資技巧和策略，並建立了基於理論的國債投資組合模型；接下來，根據資產負債管理理論中的資金總庫法和資金分配法分析了公積金總體資金項目的來源和運用，並就此作了總量平衡模型，對住房公積金季度累計歸集金額作了直線回歸和季節趨勢比率預測，運用投資組合理論建立了公積金個人貸款和國債投資組合的最優化模型；最後，探析了住房資金風險的內在原因和風險類型，從資金籌集風險、信貸回歸風險、保險機制、法律風險和政策風險五個方面為住房資金風險防範機制建設提出了相關建議。
  4. To achieve these objectives, the exchange fund is managed as three separate portfolios : a liquidity portfolio to meet needs arising from monetary operations ; a hedge portfolio to ensure that the obligations of the exchange fund will be met fully and an investment portfolio to generate long - term returns

    為達致這三個目標，外匯基金分為三個不同的組合來管理：流動資產組合，以應付貨幣市場操作的需要對沖組合，以確保外匯基金能履行所有合約和責任和投資組合，以爭取最高的長期回報。
  5. This decision was announced by the financial secretary in the 1998 99 budget speech. with effect from 1 april 1998, the fiscal reserves previously placed as hong kong dollar deposits with the exchange fund will be actively managed by the hkma as an integral part of the investment portfolio and liquidity portfolio such that the return on these government reserves will be linked to the performance of the exchange fund

    財政司司長在一九九八九九年度財政預算案中公布了這項決定，由一九九八年四月一日起，過去以港元存款形式存入外匯基金的財政儲備會由金融管理局積極管理，成為投資組合和流動資產組合其中一個重要部分。
  6. As portfolio director i ' m in charge of managing assets worth about ? 50m ( ? 300m )

    作為資產組合總監，我負責管理價值約4 . 5億歐元的資產。
  7. Introducing risk - profit theory, portfolio theory and modern investment management theory, includes property - debt management theory, portfolio management theory and invest risk management theory. and analyzing the insurance portfolio. the second section studies on the insurance portfolio abroad and their features, summarizes their successful experience

    介紹了風險-收益理論、資產組合理論以及現代投資理論中的資產負債管理理論、投資組合管理理論和投資風險管理理論在保險投資中的運用，分析了保險投資的組合情況。
  8. In addition, the paper studies how to control internal risk of commercial banks under the framework of var so as to optimize the capital distribution and the management of portfolio

    本文還探討了在var框架下進行商業銀行的內部風險控制，使資本分配在考慮組合分散效應后得到優化以及進行銀行資產組合的優化管理，分析得到var約束下組合收益績效標準。
  9. Secondly, this dissertation introduces the operation principles of kmv and creditmetrics models, and emphatically probes into how the models to measure credit risk of assets portfolio, and analyses the applications in credit asset pricing, the investment decision based on var and the supervision by using internal credit risk measurement models, and advances creditmetrics model based on conditions of china ' s commercial banks, and studies fundamental conditions, limited conditions, and how to use moutun ' s pricing model testing results of creditmetrics model

    接著對kmv模型和creditmetrics模型的運作原理進行了介紹，並重點探討了模型是如何對信用資產組合的信用風險進行度量，以及對信用資產定價、基於受險價值的投資決策以及利用內部信用風險度量模型進行監管等方面作了分析，提出基於我國商業銀行信用風險實際的creditmetrics模型，分析了該模型運用的基本條件和限制條件以及如何使用默頓定價模型對creditmetrics模型分析結果進行檢驗。
  10. Secondly, it discusses the core issues on contingent claims of the risk - return and managerial procedures of risk identifying, measuring, controlling and decision - making. thirdly, it introduces the theories of portfolio management, asset pricing, arbitrage pricing, options pricing, hedge, comprehensive risk management. next, it expatiates the current risk management method which are extensively used in the real world, especially, the applying of var model in our country. finally, on the basis of above, the paper sets forth presentiment and administrative system

    第三章首先分析了投資銀行風險管理的內涵、風險管理的目標，闡述了風險管理的軸心-風險和收益的相機抉擇和風險的識別、衡量、控制和決策的管理程序。詳細介紹了資產組合管理理論、資本資產定價理論、套利定價理論、期權定價理論、套期保值理論和綜合風險管理理論等風險管理理論工具。對目前在國內外應用成熟的風險管理方法也作了闡述，特別對var模型在我國的應用進行了探討。
  11. The third discusses the fund managers " various capabilities, such as market timing, industry sector selection, and stock selection. the fourth focuses on the risk - adjusted performance measures of the eight domestic mutual funds and comparison of these performance measures. final section composes of two chapters, one chapter discusses the various investment styles of the eight mutual funds ; another chapter gives some advice to the fund managers and fund investors respectively

    首先簡介了現代資產組合理論的主要內容以及在我國的應用情況；參數計算部分計算出了以後分析所需的參數；基金經理能力分析部分涉及到市場選擇能力、行業選擇能力和證券選擇能力；業績分析部分包括經風險調整后的基金總體業績分析和這些業績的置信水平分析；最後一部分包括基金投資風格的探討和筆者對基金管理者和投資者兩方面的一些建議。
  12. Considering that the " soft rib " of risk administration of state - owned commercial banks lies in the poor condition of technology, the essay introduces and streams the administrative molds of capital and property formation of current world banks

    針對目前國有商業銀行風險管理的「軟肋」恰恰就在於技術平臺的薄弱，介紹了目前國際銀行界流行的資產組合管理模型，並進行了分類。
  13. Your oto fortune account manager, together with the international elite consulting team, can provide not only rich products, but also advice on financial planning, investment suggestion, cash flow management, asset allocation and risk profiling based on your individual needs and circumstances

    沃德財富運用國際化精英投資顧問團隊和豐富多元理財產品，結合個人資產分析和金融市場產品信息，為您提供財務規劃、資產組合管理、投資建議、現金流量管理與風險管理，助您資產不斷增值。
  14. Then, this paper empirically tested the validation and predictive accuracy of different var risk management model in the domestic financial market. finally, with the analysis of modem financial risk management development trend and the current domestic financial risk management situation, this paper made a prospect for the application of this model in the construction of domestic financial risk management system. through the analysis, the main conclusions are as follows : ( l ) the traditional mean - variance model is the special example of the portfolio selection based on the var risk management model for the case that the returns of the portfolio are assumed to be normally distributed ; compared with the mean - variance model, the var risk management model is more comprehensive and accurate in the measurement of the portfolio risk, so based on the var model, the investors can allocate the asset more effectively. ( 2 ) the var risk management model can provide the timely and comprehensive risk information for the top risk manager, so it is very helpful to the improvement of total risk management efficiency. ( 3 ) based on the var model, the raroc performance valuation approach can reflect the real performance of the portfolio manager and provide the coherent standard for the allocation of risk limitation and the construction of the incentive compatibility constraint mechanism in the financial instiutions

    通過研究分析，本文主要得出如下結論： （ 1 ）傳統的markowitz均值? ?方差模型僅僅是在資產組合收益率正態分佈假設條件下基於var風險管理模型進行資產組合選擇的特例，與均值? ?方差模型中的方差風險度量方法相比， var風險管理模型能夠更全面、更貼切地衡量資產組合的風險，且基於此模型能夠更有效地進行資產配置決策； （ 2 ） var風險管理模型能夠滿足更高層次風險管理者對風險信息的需求，有助於整體風險管理效率的提高； （ 3 ）基於var風險管理模型的raroc績效評價能夠反映資產組合管理人的真實業績，從而為金融機構風險限額的分配和激勵約束機制的制定提供統一的標準； （ 4 ）國內證券市場資產組合收益率服從正態分佈的假設明顯不成立，實證檢驗表明基於資產組合收益率正態分佈假設條件下的方差? ?協方差模型對國內資產組合風險的預測存在較大的偏差，由於文中證明在收益率正態分佈假設條件下基於方差? ?協方差模型進行資產組合選擇的結果等價于markowitz的均值? ?方差模型，因此，均值? ?方差模型對國內資產組合風險的預測同樣會存在著較大的偏差，而半參數var風險管理模型則能夠取得較好的預測衡量效果； （ 5 ） var風險管理模型符合未來金融風險管理的發展趨勢，基於var風險管理模型建立內容提要風險限額內控體系、風險信息披露體系和業績評價體系，並進行金融監管，將有助於國內金融機構內部風險管理方法和外部監管技術跟上國際金融風險管理的發展潮流。
  15. To realize the ultimate goal of the administration of credit risk, namely, to balance the relationship between risk and profit of the administration of capital and property formation, the grading system such as " grading system of clients " and " classification of loan risks " become the important contents of risk identification, which starts from risk identification of single property risk

    指出實現信用風險管理的終極目標? ?總體權衡風險與收益之間關系的資產組合管理? ?依然應以「客戶評級體系」和「貸款風險分類」構成的二維評級體系為風險識別的重要內容，並從單筆資產的風險識別開始。
  16. In recent years, var risk management model has been generally accepted by the main commercial banks, investment banks, fund management companies and the institutions of the financial supervision. today, this model has become the most popular risk - measuring approach in the world. starting from the fundmental principle of the var risk management model, this paper firstly constructed a portfolio management framework which is based on this model, and analyzed three functions of this model in the framework : asset allocation, risk management and performance valuation

    本文首先在簡要介紹和分析var風險管理模型基本思想的基礎上，基於var風險管理模型構建了統一的資產組合管理框架，探討了var風險管理模型在資產組合管理中資產配置、風險管理和業績評價的三大功能；其次，通過實證分析檢驗var風險管理模型在國內金融市場中的有效性；最後，在研究分析現代金融風險管理發展趨勢和國內金融風險管理落後現狀的基礎上，對var風險管理模型在國內金融風險管理中的應用進行展望和分析。
  17. The relation between risk and return with the pricing of risk has been becoming the kernel parts of modern financial theory, all of capm, apt and the option pricing theory have contained plentiful basic thoughts on the analysis, pricing and management of risk and have become a stable theoretic foundation of the creation and development of modern market risk management

    風險與回報的關系和風險定價成為現代金融理論的核心內容之一。資產組合管理理論、資產定價理論和期權定價理論都蘊含著豐富的有關風險分析、定價和管理的基本思想，成為現代市場風險管理產生和發展的堅實理論基礎。
  18. Supporters of the demand strategy believe : the essence of management is managing not a mix of products or assets but the mix of customer relationships. focus on profitable customer relationships to gain higher investment profit. to find new customer value, in fact, is to create higher value for shareholders

    需求方戰略以消費者的價值作為制定基礎，認為：企業實際上是在管理一個客戶關系組合，而不是管理產品組合或資產組合；通過集中力量于客戶關系可以取得更高的投資收益；發現新的消費者價值其實就是在為股東創造價值；把技術看作是一種傳遞方式，以此獲知顧客需要什麼、何時需要以及他們想通過何種途徑得到。
  19. Integrates with asset managers and traders risk and portfolio management systems

    資產管理和交易商的風險和投資組合管理結合的系統。
  20. The other constituent funds will invest in a range of approved pooled investment funds approved by the mandatory provident fund schemes authority in order to enjoy the benefits of more diversification of investment risks and the professional services of more investment experts

    其餘成分基金皆為投資組合管理基金，其資產將投資于經強制性公積金計劃管理局核準之匯集投資基金，使投資更分散，風險更減低，亦可享受更多富經驗的基金公司服務。
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