| dc.contributor.advisor | 杜化宇 | zh_TW |
| dc.contributor.author (Authors) | 張中伍 | zh_TW |
| dc.creator (作者) | 張中伍 | zh_TW |
| dc.date (日期) | 2004 | en_US |
| dc.date.accessioned | 18-Sep-2009 15:08:53 (UTC+8) | - |
| dc.date.available | 18-Sep-2009 15:08:53 (UTC+8) | - |
| dc.date.issued (上傳時間) | 18-Sep-2009 15:08:53 (UTC+8) | - |
| dc.identifier (Other Identifiers) | G0919327241 | en_US |
| dc.identifier.uri (URI) | https://nccur.lib.nccu.edu.tw/handle/140.119/35491 | - |
| dc.description (描述) | 碩士 | zh_TW |
| dc.description (描述) | 國立政治大學 | zh_TW |
| dc.description (描述) | 經營管理碩士學程(EMBA) | zh_TW |
| dc.description (描述) | 91932724 | zh_TW |
| dc.description (描述) | 93 | zh_TW |
| dc.description.abstract (摘要) | 我國投信在93年底時共發行有466支基金，資產淨值達新台幣貳兆肆仟捌佰餘億元，已成為一般投資人主要的投資工具。 共同基金的報酬具有不確定性，費用卻需持續支付，對基金績效造成負面影響。本研究利用超對數成本模型，對91年至93年均存在之238檔開放式股票型、平衡型及債券型基金的費用作實證分析，基金費用包括經理費、保管費及其他項費用。 研究結果顯示基金的費用存在規模經濟的效果，且經理費為主要的規模經濟來源。 研究結果同時顯示基金費用具學習曲線的效果，且隨投信公司同類型其他基金規模的增加而下降。本研究因此建議投資人在選定投資之基金類型後，在該類型基金中挑選規模較大者，應是較有利的選擇。 同時建議基金公司應考慮對旗下同類型之基金加以合併，使基金規模擴大後費用率得以降低，以嘉惠投資人。 | zh_TW |
| dc.description.tableofcontents | 第壹章、 緒論 1第一節､ 研究背景 1第二節､ 研究動機與目的 6第三節､ 研究架構 10第貳章、 文獻回顧與探討 12第一節､ 文獻回顧 12第二節､ 文獻探討 16第參章、 研究設計 20第一節､ 迴歸模型 20第二節､ 研究範圍 22第三節､ 變數定義 25第四節､ 統計分析 29第五節､ 彈性估計 30第肆章、 實證結果 31第一節､ 基金費用的影響因素 31第二節､ 基金費用之規模經濟 34第三節､ 各類費用之規模經濟 38第伍章、 結論 46參考文獻 48附錄 樣本基金名稱一覽表 51 | zh_TW |
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| dc.language.iso | en_US | - |
| dc.source.uri (資料來源) | http://thesis.lib.nccu.edu.tw/record/#G0919327241 | en_US |
| dc.subject (關鍵詞) | 共同基金 | zh_TW |
| dc.subject (關鍵詞) | 費用 | zh_TW |
| dc.subject (關鍵詞) | 規模經濟 | zh_TW |
| dc.subject (關鍵詞) | 超對數成本模型 | zh_TW |
| dc.subject (關鍵詞) | 學習曲線 | zh_TW |
| dc.title (題名) | 台灣共同基金費用之規模經濟探討 | zh_TW |
| dc.type (資料類型) | thesis | en |
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| dc.relation.reference (參考文獻) | 二. 英文 | zh_TW |
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