基金管理公司中社保基金的投資風(fēng)險(xiǎn)管理研究
發(fā)布時(shí)間：2018-09-07 16:02
【摘要】：隨著社會(huì)人口老齡化進(jìn)程的加快,養(yǎng)老金收支失衡問(wèn)題越發(fā)突出,這極大地制約了當(dāng)前社會(huì)保障體系的建立,甚至可能造成引起社會(huì)動(dòng)蕩的不確定性。為了彌補(bǔ)社保基金尤其是養(yǎng)老金收支失衡所造成的缺口,社�；鹜顿Y應(yīng)運(yùn)而生。根據(jù)國(guó)家相關(guān)規(guī)定,社�；鹪跐M足日常支出之后,可以將多余的社�；鹞薪o基金管理公司進(jìn)行多元投資來(lái)避免資金貶值,這也在一定程度上可以緩解社保基金收支失衡的問(wèn)題,最大化社�；鸬睦寐�。然而,基金管理公司中社�；鹪谕顿Y的過(guò)程中不可避免的會(huì)有風(fēng)險(xiǎn),特別是隨著通貨膨脹和人口老齡化趨勢(shì)等因素的加劇,金融投資工具種類(lèi)不斷增多,大大增加了新時(shí)期基金管理公司中社保基金投資風(fēng)險(xiǎn)管理的難度。在這樣的背景下,如何才能做好社�；鸸芾砉局猩绫；鹜顿Y風(fēng)險(xiǎn)的防范與控制是當(dāng)前值得深入探究的重要課題。本文在對(duì)基金管理公司中社�；鹜顿Y風(fēng)險(xiǎn)管理方面的相關(guān)理論進(jìn)行詳細(xì)剖析的基礎(chǔ)上,分析了當(dāng)前社保基金在委托的基金管理公司中的投資情況和風(fēng)險(xiǎn)特征,然后重點(diǎn)就基金管理公司中社�；鸬耐顿Y風(fēng)險(xiǎn)評(píng)價(jià)和風(fēng)險(xiǎn)防控對(duì)策進(jìn)行了深入探究,以期讓基金管理公司中的社�；鹉軌蛟诒ＷC安全性、流動(dòng)性的前提下順利投資運(yùn)營(yíng)。
[Abstract]:With the acceleration of the aging process of the social population, the imbalance of pension income and expenditure becomes more and more prominent, which greatly restricts the establishment of the current social security system, and may even lead to the uncertainty of social unrest. In order to make up for the gap caused by the imbalance of social security fund, especially pension income and expenditure, the investment of social security fund came into being. According to the relevant state regulations, after the social security fund meets its daily expenses, it can entrust the surplus social security fund to the fund management company to carry out multi-yuan investment to avoid the depreciation of the fund. To some extent, it can alleviate the imbalance of social security fund income and expenditure, and maximize the utilization rate of social security fund. However, social security funds in fund management companies will inevitably have risks in the process of investment. Especially with the increase of inflation and population aging trend, the types of financial investment instruments are increasing. It greatly increases the difficulty of risk management of social security fund investment in fund management companies in the new period. Under such background, how to prevent and control the investment risk of social security fund in the social security fund management company is an important subject worth exploring deeply at present. Based on the detailed analysis of the theory of risk management of social security fund investment in the fund management company, this paper analyzes the investment situation and risk characteristics of the current social security fund in the entrusted fund management company. Then the investment risk evaluation and risk prevention and control countermeasures of social security fund in fund management company are discussed deeply, in order to make the social security fund in fund management company be able to invest and operate smoothly under the premise of ensuring safety and liquidity.
【學(xué)位授予單位】：新疆大學(xué)
【學(xué)位級(jí)別】：碩士
【學(xué)位授予年份】：2017
【分類(lèi)號(hào)】：F832.39;F842.61
[Abstract]:With the acceleration of the aging process of the social population, the imbalance of pension income and expenditure becomes more and more prominent, which greatly restricts the establishment of the current social security system, and may even lead to the uncertainty of social unrest. In order to make up for the gap caused by the imbalance of social security fund, especially pension income and expenditure, the investment of social security fund came into being. According to the relevant state regulations, after the social security fund meets its daily expenses, it can entrust the surplus social security fund to the fund management company to carry out multi-yuan investment to avoid the depreciation of the fund. To some extent, it can alleviate the imbalance of social security fund income and expenditure, and maximize the utilization rate of social security fund. However, social security funds in fund management companies will inevitably have risks in the process of investment. Especially with the increase of inflation and population aging trend, the types of financial investment instruments are increasing. It greatly increases the difficulty of risk management of social security fund investment in fund management companies in the new period. Under such background, how to prevent and control the investment risk of social security fund in the social security fund management company is an important subject worth exploring deeply at present. Based on the detailed analysis of the theory of risk management of social security fund investment in the fund management company, this paper analyzes the investment situation and risk characteristics of the current social security fund in the entrusted fund management company. Then the investment risk evaluation and risk prevention and control countermeasures of social security fund in fund management company are discussed deeply, in order to make the social security fund in fund management company be able to invest and operate smoothly under the premise of ensuring safety and liquidity.
【學(xué)位授予單位】：新疆大學(xué)
【學(xué)位級(jí)別】：碩士
【學(xué)位授予年份】：2017
【分類(lèi)號(hào)】：F832.39;F842.61
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