發(fā)布時間：2018-04-09 00:35

  本文選題：捐贈基金　切入點：配置管理　出處：《蘇州大學》2013年碩士論文

【摘要】：在當今的社會經(jīng)濟文化背景下，高校教學科研活動地開展尤其需要有雄厚的資金實力作為后盾。高校要解決教育發(fā)展的資金問題，除了爭取國家和政府的財政支持之外，應更加積極主動的向社會籌措資金，并且對籌措到的資金進行有效的增值管理，以便于學校的持續(xù)性發(fā)展。相比國內(nèi)高校的捐贈基金會，西方高校捐贈基金會發(fā)展歷史更為悠久，，而且在管理上也更為成熟，因此通過對中西高�；鹁栀洉芾磉M行比較分析，進而為我國高校管理捐贈基金提供若干可資借鑒的經(jīng)驗具有重要的現(xiàn)實意義。 因此本文以中美兩國高�；饡Y產(chǎn)管理配置模式比較作為研究重點。首先，本文對相關(guān)概念和理論模型進行簡要闡述，主要界定了捐贈基金和資產(chǎn)配置兩個概念，并對本文所主要采用的投資組合理論進行了詳細介紹，并從組織結(jié)構(gòu)、捐贈形式、投資模式以及法律法規(guī)四個方面對中美兩國高�；饡容^分析進行詳細的文獻梳理。 在此基礎(chǔ)上，本文接著以美國哈佛大學、德州大學以及我國清華大學為例，對比中美兩國高校在捐贈基金管理方面現(xiàn)狀。主要從三個高�；饡l(fā)展概況、基金管理模式以及投資收益情況進行了分析，為下文對中美高�；饡Y產(chǎn)配置差異分析奠定豐富的案例基礎(chǔ)。 然后本文從資產(chǎn)配置基數(shù)、資產(chǎn)配置方式、資產(chǎn)配置效益以及資產(chǎn)配置風險等四個方面揭示中美兩國之間在捐贈基金資產(chǎn)配置模式方面的差異。本研究發(fā)現(xiàn)：美國高校基金資產(chǎn)配置的基數(shù)遠遠高于我國高校；美國高校的資產(chǎn)配置方式更加多元化；美國高�；鹳Y產(chǎn)配置效益具有更高收益；美國高�；鹪谫Y產(chǎn)管理上具有更完善風險管理。接著本文從法律制度建設(shè)不健全、捐贈文化薄弱、投資心理保守、財務信息不透明以及人才引進和保留困難等方面揭示我國與美國在資產(chǎn)配置模式產(chǎn)生差異的原因。最后本文建議國內(nèi)高�；饡诮梃b美國高�；鹳Y產(chǎn)配置模式的基礎(chǔ)上，應建立正確投資管理心態(tài)、強化財務信息監(jiān)督、引進專業(yè)投資人才以及進行多元化投資組合來優(yōu)化我國高校捐贈基金資產(chǎn)配置。
[Abstract]:Under the background of social economy and culture, the development of teaching and research activities in colleges and universities needs strong financial strength as the backing.In order to solve the problem of funding for the development of education, colleges and universities should, in addition to the financial support of the state and the government, be more proactive in raising funds from the society and carry out effective value-added management of the funds raised.In order to facilitate the sustainable development of the school.Compared with the endowment foundation of the domestic universities, the western university donation foundation has a longer history of development and is more mature in management. Therefore, this paper makes a comparative analysis of the management of the Chinese and Western university endowment funds.Therefore, it is of great practical significance to provide some useful experience for the management of endowment funds in colleges and universities in China.Therefore, this paper focuses on the comparison of asset management allocation models between China and the United States.First of all, this paper gives a brief description of the related concepts and theoretical models, mainly defines the endowment fund and asset allocation, and introduces the portfolio theory used in this paper in detail, and from the organizational structure, donation form,Investment model and laws and regulations of four aspects of the comparative analysis of China and the United States University Foundation in detail literature combing.On this basis, this paper takes Harvard University, the University of Texas and Tsinghua University as examples to compare the current situation of endowment fund management between Chinese and American universities.This paper mainly analyzes the development of the three colleges and universities' foundations, the fund management model and the investment returns, which lays a rich case basis for the analysis of the asset allocation differences between Chinese and American colleges and universities.Then this paper reveals the differences between China and the United States in the endowment fund asset allocation model from four aspects: asset allocation base asset allocation mode asset allocation benefit and asset allocation risk.The results show that the allocation of fund assets in American colleges and universities is much higher than that in our country, the asset allocation methods of American colleges and universities are more diversified, and the benefits of fund asset allocation in American colleges and universities have higher returns.College funds in the United States have better risk management in asset management.Then this paper reveals the reasons for the differences between China and the United States in asset allocation mode from the aspects of imperfect legal system, weak donation culture, conservative investment psychology, opaque financial information and difficulties in the introduction and retention of talents.Finally, this paper suggests that the domestic university foundation should establish the correct investment management mentality and strengthen the financial information supervision on the basis of drawing lessons from the American university fund asset allocation mode.Introducing professional investment talents and carrying out diversified investment portfolio to optimize the asset allocation of endowment funds in colleges and universities in China.
【學位授予單位】：蘇州大學
【學位級別】：碩士
【學位授予年份】：2013
【分類號】：G647.5

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