私募股权投资基金绩效评价研究  

Research on Performance Evaluation of Private Equity Investment Funds

作　　者：徐璇莹 张鹏 XU Xuanying;ZHANG Peng(Anhui Provincial Investment Group Holding Co.,Ltd.,Hefei 230000,China;Hefei Branch,Industrial Bank Co,Ltd.,Hefei 230041,China)

机构地区：[1]安徽省投资集团控股有限公司,合肥230000 [2]兴业银行股份有限公司合肥分行,合肥230041

出　　处：《经济研究导刊》2024年第10期63-66,共4页Economic Research Guide

摘　　要：私募股权投资基金在我国已发展了三十余年,在我国金融体系中的地位日渐重要。开展私募股权投资基金绩效评价,对于把控投资运营风险、创新基金投后管理模式、促使基金管理人提升投管能力具有重要意义。目前,私募股权投资基金绩效评价研究主要针对政府战略类基金,对于市场类基金的研究并不深入。因此,基于私募股权投资基金业务特性和绩效评价工作开展诉求,对基金绩效评价进行研究,围绕基金的募资、投资、管理、退出的全流程,以及基金管理机构与投资人的合作表现等五个方面,提出了可供选取的指标,为投资者设计私募股权投资基金绩效评价体系提供参考。Private equity investment funds have been developing in China for more than 30 years and are increasingly important in the country’s financial system.Conducting performance evaluations of private equity investment funds is of great significance for controlling investment operational risks,innovating post investment management models,and promoting fund managers to enhance their investment management capabilities.At present,research on performance evaluation of private equity investment funds mainly focuses on government strategic funds,and research on market funds is not in-depth.Therefore,based on the business characteristics and performance evaluation work of private equity investment funds,research is conducted on fund performance evaluation,focusing on the entire process of fund fundraising,investment,management,and exit,as well as the cooperation performance between fund management institutions and investors.Five indicators are proposed for selection,providing reference for investors to design a performance evaluation system for private equity investment funds.

关 键 词：私募股权投资基金 绩效评价 政府战略类 市场类 

分 类 号：F832.51[经济管理—金融学]