绿色投资基金绩效与影响因素研究

绿色投资基金绩效与影响因素研究摘要随着2020年“碳达峰和碳中和”目标的提出，我国绿色金融相关领域的发展热情达到了一个新的高度。其中，绿色投资基金作为绿色金融的重要组成部分，对促进我国大力发展绿色产业和完成“碳达峰和碳中和”这一目标有着举足轻重的作用。绿色投资基金作为一种新型金融工具，不仅有国家资金的大力支持，同时还有许多国内外的个人投资者和机构投资者一起参与绿色投资基金的投资，集全国上下甚至全世界资本的力量，共同推动绿色产业和绿色投资基金的创新以及发展，一起为完成“碳达峰和碳中和”这一目标做出贡献。对绿色投资基金绩效与影响因素的研究可以为普通个人投资者和机构投资者在进行绿色基金投资时提供参考信息：给管理绿色投资基金的基金经理提供参考信息，从而获得基金策略得以改进的可行性方向以及更优秀业绩的可能性：还能帮助政府的相关部门根据本文研究结论推动绿色投资基金市场和政策的发展。因此本文将对绿色投资基金绩效与影响因素进行研究。关键词：绿色投资基金：基金绩效：基金绩效影响因素Research on performance and influencing factors of green investmentfundAbstractWith the proposal of the goal of "carbon peak and carbon neutralization"in 2020,thedevelopment enthusiasm of China's green finance related fields has reached a new height.Among them,as an important part of green finance,green investment fund plays an importantrole in promoting China's vigorous development of green industry and achieving the goal of"carbon peak and carbon neutralization".As a new financial tool,green investment fund notonly has the strong support of national funds,but also many domestic and foreign individualinvestors and institutional investors participate in the investment of green investment fund,gather the strength of capital from all over the country and even the world,jointly promote theinnovation and development of green industry and green investment fund,and contribute tothe goal of "carbon peak and carbon neutralization".The research on the performance andinfluencing factors of green investment funds can provide reference information for ordinaryindividual investors and institutional investors when investing in green funds;Providereference information to fund managers who manage green investment funds,so as to obtainthe feasibility direction of fund strategy improvement and the possibility of betterperformance;It can also help relevant government departments to promote the developmentof green investment fund market and policy according to the research conclusions of thispaper.Therefore,this paper will study the performance and influencing factors of greeninvestment fundsKeywords:Green investment fund;Fund performance;Influence factor目录、引言1(一)研究背景与意义1.研究背景....2.研究意义(二)文献综述.1.基金绩效评价研究22.基金绩效影响因素研究......23.文献述评.…3(三)研究内容与方法...31.研究内容.32.研究方法4(四)创新点.…4二、绿色投资基金的发展情况5(一)绿色投资基金简介..5(二)我国绿色投资基金发展现状5三、绿色投资基金绩效分析.…...6(一)基金绩效评价指标..。EEEEEEE61.收益衡量指标...62.风险衡量指标...63.风险调整收益指标6(二)样本选取与数据处理...71.样本选取.....72.数据处理.(三)绿色投资基金绩效评价81.绿色投资基金整体绩效评价....82.绿色投资基金个体绩效评价3.绿色投资基金不同时期的绩效评价10四、绿色投资基金绩效影响因素分析11(一)实证分析…...........1.变量选取....112.样本数据选取12(二)变量统计及分析...121.描述性统计.122.变量相关性分析.133.模型检验.…13(三)回归结果分析…14(四)稳健性检验.·15五、研究结论与政策建议.。16(一)研究结论…16(二)政策建议…161增强个人投资者教育.…162.提高基金经理专业素养...。173.推动绿色投资市场的培育与发展。17参考文献…18谢辞。19