Data processing method and device for evaluating funds

Abstract

The invention discloses a data processing method and device for evaluating funds. The method comprises the following steps: determining all screening factors for fund screening; determining an alternative fund pool which comprises a plurality of funds; respectively determining performance factor expressions after all funds in the alternative fund pool are evaluated through each screening factor, and obtaining a performance factor expression set; determining an evaluation sequence corresponding to each screening factor according to the performance factor expression set; and grading and dividingall funds in the alternative fund pool through the evaluation sequence corresponding to each screening factor. The purpose of automatically grading through imported fund data is achieved, so that thesituation that the proportion of performance indexes in the total score is artificially determined in the scoring process is avoided, and the method is more objective; moreover, a grouping mode is adopted for rating, and the funds with the same rating (grouping) do not have absolute sequential ranking, and the obtained rating is more comprehensive.

Description

technical field [0001] This application relates to the technical field of data processing in the financial direction, and in particular, to a data processing method and device for evaluating funds. Background technique [0002] China's public offering fund market has developed rapidly in recent years. As of the end of 2018, there were more than 5,000 funds in the market, managing more than 13 trillion funds, of which more than 3,000 funds mainly invested in China's A-share market. At present, various financial institutions, including securities, funds, etc., have their own public offering fund selection and evaluation models. Although the goals are basically unified, they cannot obtain good fund screening results, resulting in uneven results and cannot be accurately used as investment. to guide investors in making investment decisions. Moreover, most of the related technologies use investment analysts to analyze a large number of funds, and then obtain the rating division o...

AI Technical Summary

Problems solved by technology

At present, various financial institutions, including securities, funds, etc., have their own public offering fund selection and evaluation models. Although the goals are basically unified, they cannot obtain good fund screening results, resulting in uneven results and cannot be accurately used as investment. Guidance for investors when making investment decisions

Moreover, most of the related technologies use investment analysts to analyze a large number of funds, and then obtain the rating division of different funds. There are many artificial analysis processes, and it is inevitable that there will be inconsistent analysis standards and errors and omissions.

[0003] For the problems existing in related technologies, no effective solutions have been proposed yet

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