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论文编号：	12008
作者编号：	2320180812
上传时间：	2020/12/9 20:36:15
中文题目：	TN资产管理公司债券估值方法应用研究——以A产品为例
英文题目：	Research on Application of TN Asset Management Company’s Valuation Method of Bond——Product A as an Example
指导老师：	李莉
中文关键字：	债券估值；估值方法应用；市值法
英文关键字：	Bond Valuation; Application of Valuation Method; Market Value Method
中文摘要：	二十一世纪以来，伴随着我国经济社会的快速发展，我国的金融市场也逐渐步入了成长的快车道，为了满足社会需求，更好的起到金融在资源配置当中的作用，金融产品的种类不断丰富与完善。在享受发展红利的同时，人民生活水平不断提升，老百姓的财富得到积累，整个社会的理财意识不断增强，与以往将钱存在银行进行储蓄获取利息相比，越来越多的人希望获得更高的收益以实现财富的增加。 正是在这种大背景下，各种类型的资产管理产品成为了大家青睐的对象，与之相伴的，资产管理产品的规模得到大幅度提升，品种也不断创新与增加。数据显示，债券型资产管理产品占据很大的市场份额，但目前大多数的普通投资者对债券的了解程度还比较有限，虽然我国债券的存续金额十分庞大，但与债券相关的交易场所、具体规则、估值标准等配套设施还在不断完善，这就导致债券型资产管理产品在实际运行过程中存在一些由于估值方法应用不当所产生的问题。 论文主要从产品角度对市值法下资产管理产品债券估值方法的应用进行研究，运用案例研究法、比较分析法、定量分析法对目前所存在的一些问题与现象进行分析与研究。目的是为了寻找方法或者途径使债券估值尽可能公允，维护广大投资者利益，减少因估值问题造成的管理人与投资者之间的纠纷。对管理人所进行的估值方法的具体应用与相关的流程以及内部控制进行优化，提升管理人的估值水平，降低相关风险，帮助营造公平的行业环境，促进资产管理行业更加健康地发展。
英文摘要：	Since the 21st century, with the rapid development of the economy, China’s financial market has gradually stepped into the fast lane of growth. To meet the needs of society and play the role of finance in the allocation of resources better, the variety of financial products is constantly enriched and improved. While enjoying the development dividend, people’s living standards was constantly improved and the wealth of the common people was accumulated. The whole society’s financial awareness has been increasing. As opposed to keeping money in the bank to earn interest in the past, more and more people want higher returns to increase their wealth. In this case，various types of asset management products have become popular targets. And with that, the scale of asset management products has been greatly improved and the variety has been constantly innovated and increased. Data shows that bond asset management products occupy a large market share, but at present most ordinary investors still have a limited understanding of bonds. Although the amount of bonds in China is very large, facilities such as trading venues, specific rules and valuation standards related to bond are still being improved, which lead to some problems caused by improper application of the valuation method in the actual operation of bond asset management products. This paper mainly studies the application of valuation method under the market value method from the perspective of products, and uses case study method, comparative analysis method and quantitative analysis method to analyze and study some existing problems and phenomena. The purpose is to find ways or means to make the valuation of bonds as fair as possible, safeguard the interests of the majority of investors, and reduce the disputes between managers and investors caused by valuation problems. The target is to optimize the application of the valuation method of bond asset management products, related processes and internal control adopted by the manager, improve the valuation level of the asset management company, reduce associated risks, help to create a fair industry environment, and promote the healthy development of the asset management industry.
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