(3.237.97.64) 您好!臺灣時間:2021/03/03 01:15
字體大小: 字級放大   字級縮小   預設字形  
回查詢結果

詳目顯示:::

我願授權國圖
: 
twitterline
研究生:駱文惠
研究生(外文):Lo, Wen-Hui
論文名稱:投信業的發展機會-以台灣某公司為案例探討
論文名稱(外文):The Development Opportunity of Securities Investment Trust Industry in Taiwan
指導教授:郭維裕郭維裕引用關係
指導教授(外文):Kuo, George
口試委員:陳威光徐政義
口試委員(外文):Chen, Wei-KuangShiu, Cheng-Yi
口試日期:2020-06-05
學位類別:碩士
校院名稱:國立政治大學
系所名稱:國際經營管理英語碩士學位學程(IMBA)
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:2020
畢業學年度:108
語文別:英文
論文頁數:39
中文關鍵詞: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
外文關鍵詞:Securities Investment Trust IndustryMutual FundRetirement PlanningPrivate Equity FundETF
相關次數:
  • 被引用被引用:0
  • 點閱點閱:21
  • 評分評分:系統版面圖檔系統版面圖檔系統版面圖檔系統版面圖檔系統版面圖檔
  • 下載下載:0
  • 收藏至我的研究室書目清單書目收藏:0
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.
1. Introduction 1
1.1. Introduction of Mutual Funds 1
1.2. Introduction of Securities Investment Trust Industry in Taiwan 1
1.3. Future development in the securities investment trust industry In Taiwan 4
2. Core Competitiveness Analysis of A Company 5
2.1. Introduction of A company 5
2.1.1. Mission Statement 5
2.1.2. Market Position 5
2.1.3. Management Culture 6
2.2. Value Chain Analysis 8
2.2.1. Primary Activities 8
2.2.1.1. Research and Product Development 8
2.2.1.2. Mutual Fund Products 8
2.2.1.3. Marketing and Sales 10
2.2.1.4. Service 10
2.2.2. Support Activities 10
2.2.2.1. Firm Infrastructure 10
2.2.2.2. Human Resource Management 10
2.2.2.3. Technology Development 12
2.2.2.4. Procurement 13
3. Development Opportunity of A Company 15
3.1. Retirement Planning 15
3.1.1. Taiwan Government Pension Plan 16
3.1.2. Retirement Plan- Upgraded Regular Saving Plan 17
3.1.3. Porter’s Five Force Analysis of A Company’s Retirement Plan 20
3.1.3.1. Threat of New Entrants 20
3.1.3.2. Threat of Substitutes 20
3.1.3.3. Bargaining Power of Buyers 21
3.1.3.4. Bargaining Power of Suppliers 21
3.1.3.5. Competitive rivalry 21
3.2. Private Equity Fund for High Net Worth Customers 22
3.2.1. Understanding the Customers Need 24
3.2.2. New Product Line - Private Equity Funds 27
3.2.3. SWOT Analysis of A Company for Private Equity Funds 28
3.2.3.1. Strength 28
3.2.3.2. Weakness 29
3.2.3.3. Opportunity 29
3.2.3.4. Threats 30
3.3. ETFs 31
3.3.1. Development of ETF in Taiwan 31
3.3.2. Development path of A Company’s ETF Product 33
3.3.3. Competitive Advantage Analysis of A Company in ETFs 35
4. Conclusion 38
Reference 39
[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
連結至畢業學校之論文網頁點我開啟連結
註: 此連結為研究生畢業學校所提供,不一定有電子全文可供下載,若連結有誤,請點選上方之〝勘誤回報〞功能,我們會盡快修正,謝謝!
QRCODE
 
 
 
 
 
                                                                                                                                                                                                                                                                                                                                                                                                               
第一頁 上一頁 下一頁 最後一頁 top
系統版面圖檔 系統版面圖檔