Modern Economics & Management Forum

In the increasingly fierce market competition, the decision-making level of enterprises can directly affect their future. Once a decision is made incorrectly, it can cause a significant crisis for the company. The information data in enterprise financial management is the most important reference for company leaders when making decisions. In corporate governance, financial analysis can comprehensively reflect the operational situation of a company. Financial analysis can provide strong data support for the production and operation of enterprises, and it is an effective way to improve operational efficiency. This article optimizes asset allocation based on data analysis and optimization strategies to achieve maximum return on investment portfolio. The current value, annual return, and risk level of stocks for different asset classes are 10 million yuan, with an annual return of 15%. The current value of the bond is 8 million yuan, with an annual yield of 6%. This article provides a reliable basis for financial management and business decision-making.