论文部分内容阅读
随着《企业年金基金管理办法》(简称“11号令”)于2011年5月1日正式实施(见表1)。企业年金基金投资比例限制被进一步放宽,年金投资管理人投资策略的选择范围更广,在2011年权益市场大幅下跌、债券市场表现不佳的背景下,投资管理人选择的投资策略对年金的影响更大。鉴于本金安全是企业年金的最基本要求,因此如何在企业年金投资运作过程中合理使用保险策略,正日益成为企业年金管理机构关注的重要问题。
With the “Enterprise Annuity Fund Management Measures” (referred to as “Order 11”) on May 1, 2011 came into effect (see Table 1). The investment proportion of the enterprise annuity fund is further relaxed. The investment choice of annuity investment manager is broader. In the context of a sharp drop in the equity market in 2011 and the underdeveloped performance of the bond market, the impact of the investment strategy chosen by the investment manager on annuity Bigger Since principal security is the most basic requirement of enterprise annuity, how to use insurance strategy reasonably in the process of enterprise annuity investment operation is becoming an increasingly important issue that the enterprise annuity authority pays close attention to.