中美高校捐赠基金会资产配置管理模式比较研究的中期报告.docxVIP

中美高校捐赠基金会资产配置管理模式比较研究的中期报告 中美高校捐赠基金会资产配置管理模式比较研究的中期报告 摘要： 本中期报告主要分析了中美高校捐赠基金会的资产配置模式和管理策略，并对两地基金会进行了比较研究。研究发现，中美高校捐赠基金会在投资理念、投资管理、投资组合、风险管理等方面存在较大差异。中美高校捐赠基金会应采取适合自身的资产配置模式和管理策略，高效地进行投资管理，实现资产保值增值的目标。 关键词：中美高校捐赠基金会、资产配置管理、比较研究 Abstract： This mid-term report mainly analyzes the asset allocation models and management strategies of the philanthropic funds of universities in China and the United States, and compares the two funds. The research found that there are significant differences in investment philosophy, investment management, investment portfolio, and risk management between the philanthropic funds of universities in China and the United States. The philanthropic funds of universities in China and the United States should adopt asset allocation models and management strategies that are suitable for their own characteristics, and carry out investment management efficiently to achieve the goal of preserving and increasing the value of assets. Keywords：philanthropic funds of universities in China and the United States, asset allocation management, comparative analysis