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Fund product performance analysis method and device

A technology of funds and products, applied in the field of performance analysis of fund products, which can solve the problems of lack of comparability, comparison of similar funds, and inability to know the causes of fund performance.

Inactive Publication Date: 2018-04-20
SHANGHAI SUNTIME INFORMATION TECHN CO LTD
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AI Technical Summary

Problems solved by technology

[0003] However, the current fund product evaluation indicators lack comparability, and there is no comparison with similar funds in the market, and based on the existing fund product evaluation methods, it is impossible to know the cause of fund performance, and cannot accurately reflect the returns and risks of fund products

Method used

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  • Fund product performance analysis method and device
  • Fund product performance analysis method and device
  • Fund product performance analysis method and device

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Embodiment Construction

[0046] The following will clearly and completely describe the technical solutions in the embodiments of the present invention with reference to the accompanying drawings in the embodiments of the present invention. Obviously, the described embodiments are only some, not all, embodiments of the present invention. Based on the embodiments of the present invention, all other embodiments obtained by persons of ordinary skill in the art without making creative efforts belong to the protection scope of the present invention.

[0047] see figure 1 , this embodiment discloses a performance analysis method for fund products, which specifically includes the following steps:

[0048] S101: Obtain historical data of the target fund product and a plurality of preset comparison fund products in a preset time period;

[0049] The target fund product is a fund product that requires performance analysis, and the target fund product may be a stock fund, a managed CTA (managed futures fund) or ...

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Abstract

This application discloses a performance analysis method for fund products. According to the historical data of the target fund product and each preset comparison fund product in a preset time period, the profitability of the target fund product and each preset comparison fund product is calculated respectively. Each preset index value of , risk handling ability and drawdown ability; and generate a comparison diagram of profitability, risk handling ability and drawdown ability respectively; the return rate of each influencing factor corresponding to the target fund product is compared with the target fund in the forecast Set the rate of return of the time period as the input data, and calculate the income impact value and risk impact value of each influencing factor on the target fund based on the multiple regression model; determine the target fund product's multiple Scenario, analyze the scenario performance of the target fund product, and obtain the scenario performance analysis result of the target fund product.

Description

technical field [0001] The present invention relates to the technical field of data processing, and more specifically, to a performance analysis method and device for fund products. Background technique [0002] Customers often need to understand the overall situation of fund products before purchasing funds. At present, the existing technology constructs indicators from two perspectives of income and risk, inspects fund products, and provides auxiliary reference for customer investment. [0003] However, the current fund product evaluation indicators lack comparability, and there is no comparison with similar funds in the market. Based on the existing fund product evaluation methods, it is impossible to know the cause of fund performance and cannot accurately reflect the returns and risks of fund products. Contents of the invention [0004] In view of this, the present invention provides a performance analysis method and device for fund products, which comprehensively an...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/06G06Q40/06
CPCG06Q10/0639G06Q10/0635G06Q40/06
Inventor 廖冰
Owner SHANGHAI SUNTIME INFORMATION TECHN CO LTD
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