| dc.contributor.advisor | 郭維裕 | zh_TW |
| dc.contributor.advisor | Kuo, George | en_US |
| dc.contributor.author (Authors) | 駱文惠 | zh_TW |
| dc.contributor.author (Authors) | Lo, Wen-Hui | en_US |
| dc.creator (作者) | 駱文惠 | zh_TW |
| dc.creator (作者) | Lo, Wen-Hui | en_US |
| dc.date (日期) | 2020 | en_US |
| dc.date.accessioned | 3-Aug-2020 17:46:02 (UTC+8) | - |
| dc.date.available | 3-Aug-2020 17:46:02 (UTC+8) | - |
| dc.date.issued (上傳時間) | 3-Aug-2020 17:46:02 (UTC+8) | - |
| dc.identifier (Other Identifiers) | G0107933010 | en_US |
| dc.identifier.uri (URI) | http://nccur.lib.nccu.edu.tw/handle/140.119/131040 | - |
| dc.description (描述) | 碩士 | zh_TW |
| dc.description (描述) | 國立政治大學 | zh_TW |
| dc.description (描述) | 國際經營管理英語碩士學位學程(IMBA) | zh_TW |
| dc.description (描述) | 107933010 | zh_TW |
| dc.description.abstract (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. | en_US |
| dc.description.tableofcontents | 1. Introduction 11.1. Introduction of Mutual Funds 11.2. Introduction of Securities Investment Trust Industry in Taiwan 11.3. Future development in the securities investment trust industry In Taiwan 42. Core Competitiveness Analysis of A Company 52.1. Introduction of A company 52.1.1. Mission Statement 52.1.2. Market Position 52.1.3. Management Culture 62.2. Value Chain Analysis 82.2.1. Primary Activities 82.2.1.1. Research and Product Development 82.2.1.2. Mutual Fund Products 82.2.1.3. Marketing and Sales 102.2.1.4. Service 102.2.2. Support Activities 102.2.2.1. Firm Infrastructure 102.2.2.2. Human Resource Management 102.2.2.3. Technology Development 122.2.2.4. Procurement 133. Development Opportunity of A Company 153.1. Retirement Planning 153.1.1. Taiwan Government Pension Plan 163.1.2. Retirement Plan- Upgraded Regular Saving Plan 173.1.3. Porter’s Five Force Analysis of A Company’s Retirement Plan 203.1.3.1. Threat of New Entrants 203.1.3.2. Threat of Substitutes 203.1.3.3. Bargaining Power of Buyers 213.1.3.4. Bargaining Power of Suppliers 213.1.3.5. Competitive rivalry 213.2. Private Equity Fund for High Net Worth Customers 223.2.1. Understanding the Customers Need 243.2.2. New Product Line - Private Equity Funds 273.2.3. SWOT Analysis of A Company for Private Equity Funds 283.2.3.1. Strength 283.2.3.2. Weakness 293.2.3.3. Opportunity 293.2.3.4. Threats 303.3. ETFs 313.3.1. Development of ETF in Taiwan 313.3.2. Development path of A Company’s ETF Product 333.3.3. Competitive Advantage Analysis of A Company in ETFs 354. Conclusion 38Reference 39 | zh_TW |
| dc.source.uri (資料來源) | http://thesis.lib.nccu.edu.tw/record/#G0107933010 | en_US |
| dc.subject (關鍵詞) | 證券投資信託產業 | zh_TW |
| dc.subject (關鍵詞) | 共同基金 | zh_TW |
| dc.subject (關鍵詞) | 退休計畫 | zh_TW |
| dc.subject (關鍵詞) | 私募股權基金 | zh_TW |
| dc.subject (關鍵詞) | 指數股票型基金 | zh_TW |
| dc.subject (關鍵詞) | Securities Investment Trust Industry | en_US |
| dc.subject (關鍵詞) | Mutual Fund | en_US |
| dc.subject (關鍵詞) | Retirement Planning | en_US |
| dc.subject (關鍵詞) | Private Equity Fund | en_US |
| dc.subject (關鍵詞) | ETF | en_US |
| dc.title (題名) | 投信業的發展機會－以台灣某公司為案例探討 | zh_TW |
| dc.title (題名) | The Development Opportunity of Securities Investment Trust Industry in Taiwan | en_US |
| dc.type (資料類型) | thesis | en_US |
| dc.relation.reference (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 | zh_TW |
| dc.identifier.doi (DOI) | 10.6814/NCCU202000661 | en_US |
