Research On Performance Appraisal Optimization Of J Company Equity Investment Manager

Insurance asset management company has been a core organization of the use of insurance funds and an important force in the capital market.Along with the release of Guiding Opinions on Regulating the Asset Management Business of Financial Institutions and the financial opening-up,the Chinese asset management industry rebuilds a path to cope with the direct competition of overseas asset management and the shock of financial technology on the business model of the asset management industry.Insurance asset management organizations must enhance the ability buildup of all aspects for better development opportunities and space.Based on the sorting of relevant theories and methods of performance appraisal and the literatures at home and abroad,this paper makes J Company a study object to have analysis on the performance appraisal for the equity investment managers of J Company with literature research method and case analysis method.The data is collected with interviews and questionnaires and is processed with SPSSPRO and AMOS tools,and it is found that the company has such problems as the unreasonable setting of appraisal indicators,vague definition of indicators,imbalanced indicator weights,poor fairness and rationality of appraisal,and narrow range of appraisal results.It is proposed with the suggestions,such as having optimal decomposition for the appraisal targets with KPI,MBO,360-degree appraisal method,distributing indicator weights with analytical hierarchy process;upgrading the understanding of the performance appraisal;perfect performance appraisal control mechanism,improving the application mechanism of the performance appraisal result.This paper analyzes the actual problems and the reasons for the performance appraisal of the equity investment managers of J Company with relevant theories of performance appraisal and provides feasible suggestions for the optimization of the performance appraisal of the equity investment managers.It would provide evidence for the performance appraisal of the equity investment managers of J Company and boost the creativity and positivity of the equity investment managers;in addition,it could provide a reference for other asset management companies to carry out the optimization of performance appraisal of the equity investment managers.