信用评级对私募基金投资选择和收益的影响分析.doc

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  • 更新时间:2014-08-07
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摘要:私募基金目前正在我国金融市场中扮演着愈发重要的角色,但是由于该行业在我国起步时间较晚,其运作过程和整个行业发展还存在很多不足,特别是在对投资选择阶段的风险控制,以及对合作伙伴的筛选。因此,如何在不影响私募基金非公开化的特点下,建立有效的风险控制手段,避免不必要的损失,同时进一步提升自身的收益,是该行业的目前尚需解决的问题之一。本文通过介绍企业信用评级,分析其作为第三方的风险控制手段,可以为私募基金在投资时提供怎样的影响与帮助。从而使私募基金在投资决策中能对目标企业及作为有限合伙人参与投资的企业的的财务情况、信用级别和信贷能力有更好的了解,有效提高对投资过程可能出现的风险的防范控制能力,并实现更好盈利。

关键词:私募基金 企业信用评级 风险控制 

 

Abstract: The privately offered fund is playing an increasingly important role in China 's finance markets. Due to a late start in China, the whole privately offered fund industry has many shortages in operation and development. Especially in controlling the risk happened in investment options and selecting the limited partners. So the most urgent problem that need to be solved is to find an effective risk-control method. Therefore, the privately offered fund could avoid unnecessary loss and increase its revenue without prejudice to its non-public characteristic. This article will introduce and analyze the enterprise credit rating, which is a kind of third-party risk-control method. This method may have an affect on investment options. With its help, the privately offered fund could have a full view about the financial information, credit levels and loans of the target enterprise and the limited partners in the future. Moreover, the privately offered fund would increase its risk management and have a better revenue as well.

Key words: privately offered fund  enterprise credit rating  risk-control


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