Application of Mathematical Modeling in the Field of Quantitative Investment and Risk Management

Zhichen Cheng

doi:10.6981/FEM.202412_5(12).0014

Authors

Zhichen Cheng

DOI:

https://doi.org/10.6981/FEM.202412_5(12).0014

Keywords:

Venture Capital; Financial Products; Mathematical Modeling; Portfolio; Data Analysis.

Abstract

With the continuous improvement of residents' consumption level and the continuous accumulation of personal deposits, in order to achieve the preservation and value-added of assets, personal investment plans have attracted more and more attention. This paper collects and analyzes the data of personal and enterprise investment products, studies the characteristics of various personal or enterprise investment and financial products, and builds a model for risk assessment. The share allocation of investment products for individual investors has established a set of models to help individuals carry out portfolio and planning of investment, and verified and analyzed through specific cases. The research of this article will have certain application value for the investment strategy selection of individual investors.

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[18] Interest rate bonds include national bonds, local government bonds, central bank bills, government agency bonds and policy financial bonds.

[19] Data Source: China Banking Wealth Management Market Annual Report (2022).