您好,欢迎来到皮书数据库! | 皮书网首页
登录|注册 |无障碍阅读
国家知识资源服务中心 CARSI
您现在所在的位置:首页 > 书籍

创业投资引导基金参股子基金的管理评价方法

书 名: 创业投资引导基金参股子基金的管理评价方法
英 文 名: Performance Assessment of Venture Capital Fund Invested by Government Sponsored FOFs
作 者: 李建良
I S B N: 978-7-5097-5635-5
丛 书 名: 创业投资引导基金运作丛书 订阅
关 键 词:  创业投资基金 基金管理 中国
出版日期: 2016-03-01

中文摘要

创业投资引导基金参股子基金管理评价的指标体系可由合规性评估、基金价值评估和政策目标可观察效果评估三类指标构成。其中,合规性评估由3个维度数十个评估项目组成,采取评分法进行量化处理;基金价值评估以商业性创业投资基金基于内部评级的管理评价方法为借鉴,结合我国创业投资引导基金参股子基金的运营实际和会计核算准则的相关规定来设计;政策目标可观察效果评估通过参股子基金层面的资金放大倍数和参股子基金投资组合公司层面的扶持效果两方面的指标设计来体现。而综合评价的权重则可按否决指标设定和加减分机制来解决。在基金合规性评估得分达到或超过基准分的前提下,基金管理评价总得分=基金价值评估得分-(100-合规性评估得分)+政策目标可观察效果评估得分。

<<
>>

文章列表

CommonID:DIR_16567603,ID:6567603,SiteID:14,Type:formerAidText,Code:null,ParentId:0,InnerCode:186488,name:总序,ShortName:null,SubName:null,EnTitle:null,EnShortTitle:null,EnSubTitle:null,Level:0,BookId:6567599,AbstractCH:null,AbstractEN:null,KeyWords:null,EKeyWords:null,SubjectWords:null,LiteratureId:6567604,Fileref:null,OrderFlag:0,IsLeaf:Y,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:null,XmlID:null,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2016-03-15 12:10:45.0,ModifyUser:Admin,ModifyTime:2023-09-26 21:04:59.0,HitCount:0,ShowType:putong,LogoID:0,PdfID:0,DownCount:0,AuthorInfos:null,BookPublishDate:2016-03-01 00:00:00.0,SearchTitle:总序,ISBN:978-7-5097-5635-5,BookTitle:创业投资引导基金参股子基金的管理评价方法,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:总序,_RowNo:1
CommonID:DIR_16567605,ID:6567605,SiteID:14,Type:formerAidText,Code:null,ParentId:0,InnerCode:186489,name:摘要,ShortName:null,SubName:null,EnTitle:null,EnShortTitle:null,EnSubTitle:null,Level:0,BookId:6567599,AbstractCH:null,AbstractEN:null,KeyWords:null,EKeyWords:null,SubjectWords:null,LiteratureId:6567606,Fileref:null,OrderFlag:0,IsLeaf:Y,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:null,XmlID:null,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2016-03-15 12:10:45.0,ModifyUser:Admin,ModifyTime:2023-09-26 21:04:59.0,HitCount:0,ShowType:putong,LogoID:0,PdfID:0,DownCount:0,AuthorInfos:null,BookPublishDate:2016-03-01 00:00:00.0,SearchTitle:摘要,ISBN:978-7-5097-5635-5,BookTitle:创业投资引导基金参股子基金的管理评价方法,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:摘要,_RowNo:2
CommonID:DIR_16567607,ID:6567607,SiteID:14,Type:formerAidText,Code:null,ParentId:0,InnerCode:186490,name:Abstract,ShortName:null,SubName:null,EnTitle:null,EnShortTitle:null,EnSubTitle:null,Level:0,BookId:6567599,AbstractCH:null,AbstractEN:null,KeyWords:null,EKeyWords:null,SubjectWords:null,LiteratureId:6567608,Fileref:null,OrderFlag:0,IsLeaf:Y,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:null,XmlID:null,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2016-03-15 12:10:45.0,ModifyUser:Admin,ModifyTime:2023-09-26 21:04:59.0,HitCount:0,ShowType:putong,LogoID:0,PdfID:0,DownCount:0,AuthorInfos:null,BookPublishDate:2016-03-01 00:00:00.0,SearchTitle:Abstract,ISBN:978-7-5097-5635-5,BookTitle:创业投资引导基金参股子基金的管理评价方法,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:Abstract,_RowNo:3
CommonID:DIR_16567609,ID:6567609,SiteID:14,Type:formerAidText,Code:null,ParentId:0,InnerCode:186491,name:前言,ShortName:null,SubName:null,EnTitle:null,EnShortTitle:null,EnSubTitle:null,Level:0,BookId:6567599,AbstractCH:null,AbstractEN:null,KeyWords:null,EKeyWords:null,SubjectWords:null,LiteratureId:6567610,Fileref:null,OrderFlag:0,IsLeaf:Y,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:null,XmlID:null,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2016-03-15 12:10:45.0,ModifyUser:Admin,ModifyTime:2023-09-26 21:04:59.0,HitCount:0,ShowType:putong,LogoID:0,PdfID:0,DownCount:0,AuthorInfos:null,BookPublishDate:2016-03-01 00:00:00.0,SearchTitle:前言,ISBN:978-7-5097-5635-5,BookTitle:创业投资引导基金参股子基金的管理评价方法,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:前言,_RowNo:4
CommonID:DIR_16567611,ID:6567611,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:186492,name:第1章 研究背景,ShortName:,SubName:,EnTitle:Chapter 1 Research Background,EnShortTitle:,EnSubTitle:,Level:0,BookId:6567599,AbstractCH:本章是本书的背景主要介绍了研究任务和研究思路与方法。,AbstractEN:,KeyWords:465597,450289,200908,EKeyWords:41586,450291,205249,SubjectWords:,LiteratureId:6567612,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b1201601010010257_000_001,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2016-03-15 12:10:45.0,ModifyUser:Admin,ModifyTime:2023-09-26 21:04:59.0,HitCount:18,ShowType:putong,LogoID:0,PdfID:6567613,DownCount:16,AuthorInfos:,BookPublishDate:2016-03-01 00:00:00.0,SearchTitle:创业投资引导基金参股子基金的管理评价方法研究背景,ISBN:978-7-5097-5635-5,BookTitle:创业投资引导基金参股子基金的管理评价方法,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:创业投资引导基金参股子基金的管理评价方法研究背景,_RowNo:5
CommonID:DIR_16567619,ID:14771874,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:186493,name:第2章 管理评价体系设计的经验借鉴,ShortName:,SubName:,EnTitle:Chapter 2 Domestic and Abroad Experience in VC Fund Performance Assessment,EnShortTitle:,EnSubTitle:,Level:0,BookId:6567599,AbstractCH:从目前的实践经验来看,对于创业投资基金运营期的管理评价,商业性创业投资基金与政策性创业投资基金有着明显的区别。商业性创业投资基金以投资回报为其运营的唯一目标,衡量这一目标实现程度的主要指标是基金净值(NAV)、内部收益率(IRR)、总回报倍数(TVPI)、回收投入比率(DPI)、待回收比率(RVPI)以及基于内部评级系统的价值评估等。而政策性创业投资基金的运营具有双重目标,既要考虑政策目标的实现程度,也要考虑基金自身的投资回报,故衡量其目标实现程度的指标分为两类:一类是衡量政策目标实现程度的指标,包括基金投资的行业分布、投资笔数和企业家数、投资额、资金放大倍数、投资后被投资企业增加的营业额、销售量、全职就业岗位数、推出的新产品等;另一类是衡量投资回报的指标,包括投资项目的成功率/失败率、盈利额/损失额以及基金的内部收益率等。,AbstractEN:,KeyWords:197753,450289,200908,465598,EKeyWords:325721,450291,205249,438730,SubjectWords:,LiteratureId:6567620,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b1201601010010257_000_002,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2016-03-15 12:10:45.0,ModifyUser:null,ModifyTime:2023-09-26 21:04:59.0,HitCount:9,ShowType:putong,LogoID:0,PdfID:6567621,DownCount:1,AuthorInfos:,BookPublishDate:2016-03-01 00:00:00.0,SearchTitle:管理评价体系设计的经验借鉴,ISBN:978-7-5097-5635-5,BookTitle:创业投资引导基金参股子基金的管理评价方法,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:管理评价体系设计的经验借鉴,_RowNo:6
CommonID:DIR_16567671,ID:6567671,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:186494,name:第3章 政策目标对管理评价体系设计的要求,ShortName:,SubName:,EnTitle:Chapter 3 Demand for Fund Assessment from Policy Goals,EnShortTitle:,EnSubTitle:,Level:0,BookId:6567599,AbstractCH:理论上,政府创业投资引导基金的任务是解决“市场失灵”,通过政府引导将创业投资显现的宏观经济效益纳入制度安排,形成新的制度均衡。因此,引导基金不应以赢利为目的,不能完全以直接经济回报来衡量其绩效,而应着眼其公共财政政策效果。而政策效果能否实现,首先在于能否厘清引导基金参股基金的政策目标并将其具体化为对参股基金尽职调查和设立的指引;其次在于能否在运营过程中定期或不定期地按照这一政策目标对参股基金做出管理评价。也就是说,在政府创业投资引导基金参股子基金管理评价体系中,政策目标的要求是首先要考虑的问题。,AbstractEN:,KeyWords:37925,450289,200908,EKeyWords:35194,450291,205249,SubjectWords:,LiteratureId:6567672,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b1201601010010257_000_003,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2016-03-15 12:10:47.0,ModifyUser:Admin,ModifyTime:2023-09-26 21:04:59.0,HitCount:13,ShowType:putong,LogoID:0,PdfID:6567673,DownCount:17,AuthorInfos:,BookPublishDate:2016-03-01 00:00:00.0,SearchTitle:政策目标对管理评价体系设计的要求,ISBN:978-7-5097-5635-5,BookTitle:创业投资引导基金参股子基金的管理评价方法,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:政策目标对管理评价体系设计的要求,_RowNo:7
CommonID:DIR_16567682,ID:6567682,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:186495,name:第4章 参股基金管理评价体系设计,ShortName:,SubName:,EnTitle:Chapter 4 Fund Assessment System,EnShortTitle:,EnSubTitle:,Level:0,BookId:6567599,AbstractCH:创业投资引导基金参股子基金管理评价体系的设计包括三个方面的内容:一是管理评价的指标体系、权重与评价方法;二是管理评价的周期、信息来源、组织与流程;三是管理评价的结果等级、分布与运用。,AbstractEN:,KeyWords:465599,200908,346146,EKeyWords:465600,205249,50181,SubjectWords:,LiteratureId:6567683,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b1201601010010257_000_004,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2016-03-15 12:10:47.0,ModifyUser:Admin,ModifyTime:2023-09-26 21:04:59.0,HitCount:15,ShowType:putong,LogoID:0,PdfID:6567684,DownCount:16,AuthorInfos:,BookPublishDate:2016-03-01 00:00:00.0,SearchTitle:参股基金管理评价体系设计,ISBN:978-7-5097-5635-5,BookTitle:创业投资引导基金参股子基金的管理评价方法,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:参股基金管理评价体系设计,_RowNo:8
CommonID:DIR_16567734,ID:6567734,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:186496,name:附录,ShortName:,SubName:,EnTitle:Appendix,EnShortTitle:,EnSubTitle:,Level:0,BookId:6567599,AbstractCH:本章是本书的附录,附录了AB省人民政府创业投资引导基金的现状评估与发展。,AbstractEN:,KeyWords:67274,450289,200908,EKeyWords:41586,450291,205249,SubjectWords:,LiteratureId:6567735,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b1201601010010257_000_005,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2016-03-15 12:10:49.0,ModifyUser:Admin,ModifyTime:2023-09-26 21:04:59.0,HitCount:12,ShowType:putong,LogoID:0,PdfID:6567736,DownCount:16,AuthorInfos:,BookPublishDate:2016-03-01 00:00:00.0,SearchTitle:创业投资引导基金参股子基金的管理评价方法研究附录,ISBN:978-7-5097-5635-5,BookTitle:创业投资引导基金参股子基金的管理评价方法,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:创业投资引导基金参股子基金的管理评价方法研究附录,_RowNo:9
同系列图书
相关图书
引文
×