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研究生:歐逸飛
研究生(外文):Yat Fei Au
論文名稱:格林凱投資管理有限公司商業計劃書
論文名稱(外文):GreenSky Investment Management Group Limited Business Plan
指導教授:林修葳林修葳引用關係
指導教授(外文):Hsiou-Wei Lin
口試委員:曾智揚陳俊忠
口試委員(外文):Chih-Yang TsengChun-Chung Chen
口試日期:2013-10-08
學位類別:碩士
校院名稱:國立臺灣大學
系所名稱:企業管理碩士專班
學門:商業及管理學門
學類:企業管理學類
論文種類:學術論文
論文出版年:2013
畢業學年度:102
語文別:英文
論文頁數:78
中文關鍵詞:投資管理有限公司商業計劃書
外文關鍵詞:Investment ManagementBusiness Plan
相關次數:
  • 被引用被引用:0
  • 點閱點閱:132
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  • 下載下載:0
  • 收藏至我的研究室書目清單書目收藏:0
Senior management of GreenSky Investment Management Group Limited aims to establish a long term portfolio track record by employing various trading strategies to achieve above market returns. We show the potential investors that our strategies will beat the market. We plan for the future by using the proven track record and trading strategies to offer advisory and attract services to the high net worth individual or institution clients.

1. Executive Summary 1
2. Introduction and Background of Enterprise 2
2.1 Enterprise: Years 1 – 2 2
2.2 Enterprise: Year 3 10
2.3 Enterprise: Years 4 – 5 13
3. Market Analysis 14
4. Services and Fee Structure 19
5. Organization and Management 20
5.1 Senior Management 20
5.2 Company Ownership Structure 21
5.3 Organization Charts 21
6. Financial Capital Plan 24
7. Accounting and Regulations 26
7.1 Accounting, Audit, and Taxes 26
7.2 Regulations 29
8. Portfolio Strategy 29
9. Investment Performance 40
10. Projected Financial Statements and Break-even Analysis 46
11. Risk Management 59
12. Exit Strategy 61
13. Milestones 63
References 63
Appendices 68



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[8] CCH Tax Editors, 2013, Hong Kong Master Tax Guide 2013/2014, CCH A Wolters Kluwer Business.
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[11] WebFinance, Inc. Risk Margin Definition, Available from: <http://www.investorwords.com/6652/risk_margin.html>. [March 5, 2013].
[12] Hong Kong Securities and Investment Institute, 2006, Study Manual for Paper 2 Regulation of Securities.
[13] Market folly, 2013, 2013 Hedge Fund Performance Numbers: Q1, Available from: <http://www.marketfolly.com/2013/04/2013-hedge-fund-performance-numbers-q1.html>. [March 12, 2013].
[14] Hong Kong Shanghai Banking Corporation, 2013, Hedge Weekly Report No.23.
[15] Barbarino, CAIA, 2009, Leverage, Hedge Funds and Risk, NEPC, LLC.
[16]. Tang, 2012, Government Seeks to Keep 2012 Inflation Rate with 2%, Taipei Economic and Cultural Representative Office in the U.S, Available from: <http://www.taiwanembassy.org/ct.asp?xItem=267580&;ctNode=2300&;mp=12>. [March 12, 2013].
[17] Durig Capital, LLC. Aeropuertos Argentina Bonds, Available from: <http://bond-yields.com/11-05-yields-from-aeropuertos-argentina-2000s-7-year-bonds>. [August 2, 2013].
[18] Dechesare, 2013, How to Start Your Own Hedge Fund, Available from: <http://www.businessinsider.com/how-to-start-your-own-hedge-fund-2013-6>. [August 8, 2013].
[19] Wilson, 2012, 7 Hedge Fund Manager Startup Tips, Available from: <http://www.investopedia.com/articles/financial-careers/08/become-a-hedge-fund-manager.asp>. [August 8, 2013].
[20] Csiszar, 2008, Average Salaries for a Hedge Fund Manager, Available from: <http://www.ehow.com/about_6331853_average-salaries-hedge-fund-manager.html>. [August 8, 2013].
[21] Jim, 2012, Distribution of Wealth in US by Age, Available from: <http://www.freeby50.com/2012/09/distribution-of-wealth-in-us-by-age.html>. [August 8, 2013].
[23] Statistics Bureau, Ministry of Internal Affairs and Communication, Chapter 2 Population and Households, Available from: <http://www.stat.go.jp/english/data/nenkan/1431-02.htm>. [August 8, 2013].
[24] U.S. Department of Commerce, United Stated Census Bureau. Age and Sex Composition in the United States: 2010, Available from: <https://www.census.gov/population/age/data/2010comp.html>. [August 8, 2013].
[25] Bloomberg Inc. Kokusai Global Sovereign Open Fund Summary. R, Available from: <http://www.bloomberg.com/quote/1131197C:JP>. [August 8, 2013].
[26] Trading Economics. Historical Interest rates, Available from: <http://www.tradingeconomics.com>. [August 8, 2013].
[27] Nagy and Obenberger, 1994, Factors Influencing Individual Investor Behavior, Financial Analysts Journal, Vol. 50, No. 4, pp. 63-68.
[28] The National Association of State Treasurers Foundation, Asset Allocation and Security Selection Model Asset Allocations, Available from: <http://www.pathtoinvesting.org>. [September 22, 2013].
[29] Boyd and Jagannathan, 1994, Ex-Dividend Price Behavior of Common Stocks, Federal Reserve Bank of Minneapolis.
[30] Yahyaee, Pham, and Walter, 2008, Ex-Dividend Day Behavior in the Absence of Taxes and Price Discreteness, International Review of Finance, 8:3-4 pp. 103-123.
[31] Eades, Hess, and Kim, 1984, On Interpreting Security Returns during the Ex-Dividend Period, Journal of Financial Economics, 13, 3-34.
[32] Bogle, 2005, The Battle for the Soul of Capitalism, Yale University Press.
[33] Statman, 1987, How Many Stocks Make a Diversified Portfolio?, Cambridge University Press.


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