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字段名称字段值
题名 上海善渡有限合伙基金项目商业计划书
姓名 徐涛
院系 管理学院
专业 MBA
学位名称 管理学硕士
外文题名 Research of Business Plan Co. Group Fund Project Shan Du
第一导师姓名 贾明琪
关键词 计划书;私募基金;风险;有限合伙;股权;投资组合
外文关键词 business plan;private funds;limited partnership;equity;portfolio
学科 管理学
摘要 本论文以私募股权投资基金为基础,详细制作了上海善渡有限合伙基金项目安排的商业计划书。核心应用的研究办法包括了定向分析、对比研究以及实例分析。论文开始简单描述了国内外私募基金现状、目标公司的基本情况、有限合伙私募基金项目的背景和项目研究目的前景等,然后对市场进行了实地的调研,设置出了合适的营销办法流程。即以银行为托管手段,采用集合信托的模式进行统一募集、统一管理。并依据巿场调研结果,计划重点投资有潜力行业与中小市值公司的股权投资,以期能通过成功高溢价上市或被高溢价整体收购的方式成功退出。同时兼顾传统金融工具股票、期货、债券等的应用。同时应用理论设计出了这个项目的详细投资产品策略、价格办法、路径选择和销售策略。 同时,论文详细解读了项目的执行过程。项目执行含有人员管理、风险管理、筹资方略、退出机制等方面、在马科维茨投资组合理论合并研究结果的基础上建立的项目投资办法和基金内容披露条例流程等的核心内容设置了具体的安排流程。并对项目风险的控制与最佳退出方式做了各种情况下的路演,通过充分的对冲工具去平衡风险。
外文摘要 With the continuous development of market economy, the improvement of people's income and financial literacy, residents' finance and investment demand of the market prospects will be more broad, the current situation of the private equity industry momentum of rapid development, the important contributions for our country's financial sector. The status of the private equity industry may be embarrassing, however, the relevant fund management companies how to adopt the way of sunshine and science to change the current situation of the industry has become the core content of private equity firms need to consider. On the basis of private equity funds, this paper discusses the Shanghai good cross the limited partnership fund project arrangement of a business plan. Research method includes the application of core orientation analysis, comparative research and case analysis. Paper start a brief description of the current situation of domestic and foreign private equity fund, the basic information of the target company, limited partnership private equity fund project background and prospects for the research purpose, then has carried on the field investigation to the market, set up a suitable marketing solution process, according to market research results, the theory to design the details of the project investment product strategy, price method, path selection and sales strategy. At the same time, the paper interpreted the execution of project in detail. Project execution with personnel management, risk management, financing strategy, exit mechanism and so on, the markowitz portfolio theory developed on the basis of the results of the merger of project investment and fund content disclosure regulations, processes such as set up the core content of the arrangement of the specific process. Finally, the thesis is the objective of financial arrangement plan and possible risk management plan has made the detailed analysis. After the total project investment cost to complete identification, completed the project financing goals and profitability forecast. At the same time, also for project related laws, policies, exit mechanism and market risk study out the reasonable forward-looking solutions.
研究领域 投资与管理