The Performance Evaluation Research Of Aggregate Asset Management Plan In China

With the constant development and perfect of the securities market and the rising diversified financial needs of residents in our country, brokerage collection asset plan to start development from 2005 to today's explosive growth, has gradually become a part of the investment banking market that can not be ignored. Due to the continuous growth of the product size and quantity, the evaluation of the performance of the aggregate asset management plan gradually become the important topic that investors, fund managers,securities managers and regulatory focus on, it also has a very important influence for the healthy development of the securities assets management industry to carries on the scientific,systematic and comprehensive evaluation. However, the development of the performance evaluation of aggregate asset management plan in our country is still in its infancy, it is lack of the complete system of fund performance evaluation in the market of our country, therefore,from the perspective of current situation of the development of our country securities assets management business, establish a scientific and effective performance evaluation system of aggregate asset management plan is of great significance both in theory and reality.This paper is based on the analysis of the domestic and foreign scholars' study on fund performance evaluation, describes the connotation, characteristics, advantages and current situation of the development of aggregate asset management plan in our country, and at last to get the importance and necessity to establish the performance evaluation framework.Secondly, combined with the characteristics of the aggregate asset management plan in our country to build the comprehensive evaluation index framework, try to evaluate the performance of the aggregate asset management plan from various perspectives. This article uses the factor analysis method, by choosing 20 aggregate asset management plan products whose duration after 2012 as samples, to analyze and calculate the performance index and model, and get the ranking results of product performance, at last to get the comprehensive evaluation of the sample collection asset management plan. Finally, this article is based on the actual situation of our country and the domestic and foreign relevant experience and enlightenment, put forward to strategies and suggestions that improve the level of the performance of brokerage collection asset management plan in our country from the perspective of regulatory authorities, the securities company manager and the investment manager of aggregate asset management plan.