金融工程专业 绿色投资基金绩效与影响因素研究分析VIP免费

绿色投资基金绩效与影响因素研究摘要随着2020年“碳达峰和碳中和”目标的提出，我国绿色金融相关领域的发展热情达到了一个新的高度。其中，绿色投资基金作为绿色金融的重要组成部分，对促进我国大力发展绿色产业和完成“碳达峰和碳中和”这一目标有着举足轻重的作用。绿色投资基金作为一种新型金融工具，不仅有国家资金的大力支持，同时还有许多国内外的个人投资者和机构投资者一起参与绿色投资基金的投资，集全国上下甚至全世界资本的力量，共同推动绿色产业和绿色投资基金的创新以及发展，一起为完成“碳达峰和碳中和”这一目标做出贡献。对绿色投资基金绩效与影响因素的研究可以为普通个人投资者和机构投资者在进行绿色基金投资时提供参考信息；给管理绿色投资基金的基金经理提供参考信息，从而获得基金策略得以改进的可行性方向以及更优秀业绩的可能性；还能帮助政府的相关部门根据本文研究结论推动绿色投资基金市场和政策的发展。因此本文将对绿色投资基金绩效与影响因素进行研究。关键词：绿色投资基金；基金绩效；基金绩效影响因素ResearchonperformanceandinfluencingfactorsofgreeninvestmentfundAbstractWiththeproposalofthegoalof"carbonpeakandcarbonneutralization"in2020,thedevelopmententhusiasmofChina'sgreenfinancerelatedfieldshasreachedanewheight.Amongthem,asanimportantpartofgreenfinance,greeninvestmentfundplaysanimportantroleinpromotingChina'svigorousdevelopmentofgreenindustryandachievingthegoalof"carbonpeakandcarbonneutralization".Asanewfinancialtool,greeninvestmentfundnotonlyhasthestrongsupportofnationalfunds,butalsomanydomesticandforeignindividualinvestorsandinstitutionalinvestorsparticipateintheinvestmentofgreeninvestmentfund,gatherthestrengthofcapitalfromalloverthecountryandeventheworld,jointlypromotetheinnovationanddevelopmentofgreenindustryandgreeninvestmentfund,andcontributetothegoalof"carbonpeakandcarbonneutralization".Theresearchontheperformanceandinfluencingfactorsofgreeninvestmentfundscanprovidereferenceinformationforordinaryindividualinvestorsandinstitutionalinvestorswheninvestingingreenfunds;Providereferenceinformationtofundmanagerswhomanagegreeninvestmentfunds,soastoobtainthefeasibilitydirectionoffundstrategyimprovementandthepossibilityofbetterperformance;Itcanalsohelprelevantgovernmentdepartmentstopromotethedevelopmentofgreeninvestmentfundmarketandpolicyaccordingtotheresearchconclusionsofthispaper.Therefore,thispaperwillstudytheperformanceandinfluencingfactorsofgreeninvestmentfunds.Keywords:Greeninvestmentfund;Fundperformance;Influencefactor目录一、引言.............................................................................1（一）研究背景与意义.............................................................11.研究背景...................................................................12.研究意义...................................................................1（二）文献综述...................................................................21.基金绩效评价研究...........................................................22.基金绩效影响因素研究.......................................................23.文献述评...................................................................3（三）研究内容与方法.............................................................31.研究内容...................................................................32.研究方法...................................................................4（四）创新点.....................................................................4二、绿色投资基金的发展情况..................