云融衍数-固定收益类投资业务准入评级模型

充分考虑信用风险、利率风险、流动性风险等因素，结合区域、行业特性，对固收类项目进行综合分析，通过模型化计算得到模型评分，对评分结果进行阈值管理，从而得到固收类投资业务准入评级模型，为开展此类业务和进行科学、规范的项目评价提供数字化参考依据。

By fully considering factors such as credit risk, interest rate risk, liquidity risk and other relevant risk factors, and integrating regional and industry characteristics, comprehensive analysis is conducted on fixed-income projects. Model scores are derived via model-based calculation, and threshold management is implemented on the obtained score results, thereby establishing an access rating model for fixed-income investment businesses. This model provides digital reference bases for carrying out such businesses and conducting scientific and standardized project evaluation.

搜集汇总

背景与挑战

背景概述

该数据集是一个固定收益类投资业务准入评级模型，由云南云投融资租赁有限公司开发。它通过综合考虑信用风险、利率风险、流动性风险以及区域和行业特性，对固收类项目进行模型化评分和阈值管理，旨在为投资业务准入提供科学、规范的数字化参考依据。模型覆盖云南省内的重点国有企业及部分优质民营企业，数据每季度动态更新，存储容量为830GB。