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    Please use this identifier to cite or link to this item: https://nccur.lib.nccu.edu.tw/handle/140.119/139184


    Title: 另類資產投資趨勢分析
    Trend Analysis of Alternative Investments
    Authors: 楊欣雨
    Contributors: 謝明華
    Hsieh, Ming-Hua
    楊欣雨
    Keywords: 另類資產
    Date: 2022
    Issue Date: 2022-03-01 17:02:30 (UTC+8)
    Abstract: 本研究介紹了另類資產投資在資產配置中從可選擇的標的轉變為必要配置的原因：面對傳統市場的估值過高、固定收益和股票之間的相關收益有限以及債券收益率持續偏低且風險不對稱，投資者已決定轉向另類資產投資，以追求超額報酬、收益和多元化的投資機會。
    透過資料搜集、實際應用的投資趨勢分析方式，介紹傳統與另類資產投資的概念分類，並簡單介紹目前另類資產投資的優缺點和面臨的問題，最後針對四種另類資產分析未來的投資趨勢。
    另類資產投資能幫助投資人建構全方位資產配置，有效提升投資組合整體報酬率，且可綜合 ESG（環境、社會和治理）方法的好處，深入低碳經濟與能源轉型等議題，在未來傳統資產已無法達到長期投資目標的情況下, 學習另類資產投資並清楚其未來發展的趨勢，為投資人指明今後可關注的另類資產投資機會，即是本研究欲達到的目的。
    Reference: 中文部分：

    1. “「另類投資基金」本土化時候到了！”https://ctee.com.tw/
    wealth/tutor/342710.html (2020) 工商時報

    2. “摩根資產管理簡介2020 Q2." (2020) 摩根投信

    3. “什麼是另類投資? " from https://www.blackrock.com/hk/zh/investment-ideas/ alternative-investments-education-center/what-are-alternative-investments (2021) 貝萊德投信

    4. ”另類資產是什麼？和傳統資產有什麼不同？投資有什麼優點、風險？”(2021) https://rich01.com/what-is-alternative-assets-0/

    5. “投資基礎建設，投資未來“ (2021) 第一金投信

    6. “「另類投資 當紅炸子雞」”https://ctee.com.tw/news/fund/419944.html (2021) 工商時報

    7. “全球REITs投資新趨勢與策略”(2020) 元大投信

    8. “「2021年全球財富報告」”https://web-assets.bcg.com/2d/0d/ cfd111094f1ab6e6c005b25ecf6f/bcg-global-wealth-2021-aug-2021-chn.pdf (2021) BCG波士頓諮詢公司

    9. 崔彬皙、楊朝軍：“另類資產配置方法研究述評”（2020年10月第42卷第5期)
    上海管理科學期刊 P.95-P.98

    10. 王學、鄒琳、盛虎：“另類投資對保險公司投資績效的影響研究”(2020年第1期
    總第183期）財務與金融期刊, P.16-P.22


    英文部分：

    1. “2021 Global Alternatives Outlook: From optional to essential”https:// am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/portfolio-insights/ global-alts-outlook.pdf (2021)

    2. David Lebovitz Anton Pil (2021)“Alts for Income”https://am.jpmorgan.com/tw/ en/asset-management/institutional/resources/podcast/investors-turn-to-alternative- investments-for-uncorrelated-income-and-diversification/

    3. Pulkit Sharma Shay Chen Philip Waller (2021)“Core alternative assets deliver what public markets cannot”https://am.jpmorgan.com/tw/en/asset-management/ institutional/insights/portfolio-insights/alternatives/core-alternative-assets-deliver- what-public-markets-cannot/

    4. Philip Waller (2021).“Alternatives: Asset Allocations”

    5. “The Asia-Pacific Family Office Report2021“ (2021)

    6. PIMCO“ What are alternative investments?“ https://global.pimco.com/en-gbl/ marketintelligence/alternative-investments/what-are-alternative-investments

    7. “Long-Term Capital Market Assumptions 2022”|26th Annual Edition (2021). J.P.Morgan Asset Management (https://author-jpmc-am-prod63.adobecqms.net/ editor.html/content/jpm-am-aem/global/en/insights/portfolio-insights/ltcma.html.)
    Description: 碩士
    國立政治大學
    經營管理碩士學程(EMBA)
    109932109
    Source URI: http://thesis.lib.nccu.edu.tw/record/#G0109932109
    Data Type: thesis
    DOI: 10.6814/NCCU202200217
    Appears in Collections:[經營管理碩士學程EMBA] 學位論文

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