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| 题名: | 投信業的發展機會－以台灣某公司為案例探討
The Development Opportunity of Securities Investment Trust Industry in Taiwan |
| 作者: | 駱文惠
Lo, Wen-Hui |
| 贡献者: | 郭維裕
Kuo, George
駱文惠
Lo, Wen-Hui |
| 关键词: | 證券投資信託產業
共同基金
退休計畫
私募股權基金
指數股票型基金
Securities Investment Trust Industry
Mutual Fund
Retirement Planning
Private Equity Fund
ETF |
| 日期: | 2020 |
| 上传时间: | 2020-08-03 17:46:02 (UTC+8) |
| 摘要: | Mutual Fund business had been developed in Taiwan for more than 35 years. It has 39 securities investment trust companies in the industry. The total fund size of onshore fund had reached to NT$6.05 trillion as the end of 2019.
The market structure had also changed during these 10 years, equity fund’s market share declined while as bond fund & ETF’s market share increased a lot. As the industry became mature these days, the market competition is also getting higher. Under competitive environment, securities investment companies all face the same problem with how to gain market share. Therefore, in the thesis is going to use A Company as a case to analyze the strategy of future development.
Retirement Planning, private equity fund and ETFs are the main strategies of A Company in future development path. Three strategies will also combine with its strength about financial research ability and well trained sales and customer service team that makes products can follow the market trend and satisfy customer needs. Therefore, these strategies can attract different kinds of customers and also enhance their competitiveness under this environment. |
| 參考文獻: | [1] Securities Investment Trust & Consulting Association https://www.sitca.org.tw/
[2] Taiwan Statistical Data Book 2019, published by National Development Council
[3]「Taiwan HNWI (high net worth individuals) wealth management research report」, published by CTBC Bank & PwC, 2020
[4]「Taiwan Private Equity White Paper」, published by Deloitte & Taiwan M&A and Private Equity Council, 2019
[5] 黃昭棠 & 黃議玄 & 李政儒,「債券ETF與外匯ETF發展現況」,證券暨期貨月刊第三十六卷第五期published by Securities and Future Bureau, May 16th, 2018
[6] Hills & Schilling & Jones,「Strategic Management Theory & Cases 12 edition」, pp.96, 2017 |
| 描述: | 碩士
國立政治大學
國際經營管理英語碩士學位學程(IMBA)
107933010 |
| 資料來源: | http://thesis.lib.nccu.edu.tw/record/#G0107933010 |
| 数据类型: | thesis |
| DOI: | 10.6814/NCCU202000661 |
| 显示于类别: | [國際經營管理英語碩士學程IMBA] 學位論文
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