dc.contributor.advisor | 周行一 | zh_TW |
dc.contributor.advisor | Chow, Edward | en_US |
dc.contributor.author (Authors) | 李啦啦 | zh_TW |
dc.contributor.author (Authors) | Clinton, Meredith-Hall | en_US |
dc.creator (作者) | 李啦啦 | zh_TW |
dc.creator (作者) | Clinton, Meredith-Hall | en_US |
dc.date (日期) | 2009 | en_US |
dc.date.accessioned | 8-Apr-2010 17:02:36 (UTC+8) | - |
dc.date.available | 8-Apr-2010 17:02:36 (UTC+8) | - |
dc.date.issued (上傳時間) | 8-Apr-2010 17:02:36 (UTC+8) | - |
dc.identifier (Other Identifiers) | G0097933051 | en_US |
dc.identifier.uri (URI) | http://nccur.lib.nccu.edu.tw/handle/140.119/38441 | - |
dc.description (描述) | 碩士 | zh_TW |
dc.description (描述) | 國立政治大學 | zh_TW |
dc.description (描述) | 國際經營管理碩士班(IMBA) | zh_TW |
dc.description (描述) | 97933051 | zh_TW |
dc.description (描述) | 98 | zh_TW |
dc.description.abstract (摘要) | 商業企畫書:Parsec國際財務管理 | zh_TW |
dc.description.abstract (摘要) | Parsec International was created in 2009 to expand the successful and profitable Parsec Financial overseas to Chinese tier-2 cities. Parsec Financial is a wealth management company that created Parsec International to capitalize on the growing needs of the ever-increasing High Net Worth Individual Population (HNWI) in China. HWNI wealth management needs are currently being served in China’s tier-1 cities; therefore, Parsec International hopes to gain a first-mover’s advantage by supplying proven wealth management services to Chinese tier-2 cities, beginning in Xiamen, China.Based on the attached financial projections, our research, our own personal experience, and careful scrutiny of the specific audience and area where we are focused, we are convinced that the market for Parsec International’s wealth management services will support the accomplishment of our goals and objectives. We have built in specific means of measuring our effectiveness in our marketing efforts, engaged with strategic partners and reviewed regulatory requirements to support our success. The market is expected to grow quickly in the wealth management industry in Chinese tier two cities over the next 5 years. We fully intend to lead the industry in our market, establish and maintain the highest standards and position ourselves as the most knowledgeable and trustworthy wealth management stewards for Xiamen, China and other Chinese tier two cities.We fully anticipate reaching our break-even point by year 3 and profitability in just 4 years. We will drive most of our profits back into the company during, to support our planned expansion to other Chinese tier two cities. Otherwise, profits will be distributed to investors as dividends. | en_US |
dc.description.tableofcontents | Table of Contents 1Market Opportunity 15Market Analysis 18Competition 27Risk 33Company Overview 40Environmental Sustainability 43Vision, Mission, Goals & Objectives 45Business Strategy 49Revenue Model 52Service Strategy 55Marketing Plan & Strategy 59Internet Strategy 70Management 72Operations 79Present Situation 81Financial Plan 85Capital Requirements 90Exit / Payback Strategy 92Summary 93Supporting Documents 96 | zh_TW |
dc.format.extent | 551005 bytes | - |
dc.format.mimetype | application/pdf | - |
dc.language.iso | en_US | - |
dc.source.uri (資料來源) | http://thesis.lib.nccu.edu.tw/record/#G0097933051 | en_US |
dc.subject (關鍵詞) | 商業企畫書 | zh_TW |
dc.title (題名) | 商業企畫書:Parsec國際財務管理 | zh_TW |
dc.title (題名) | Parsec International | en_US |
dc.type (資料類型) | thesis | en |
dc.relation.reference (參考文獻) | Supporting Documents | zh_TW |
dc.relation.reference (參考文獻) | The documents that follow include supporting information relative to Parsec International’s research, background, management, and preparedness for operating this business successfully. | zh_TW |
dc.relation.reference (參考文獻) | Komaiko,Richard. 2008. US Stocks Open to China Savers. Asia Times | zh_TW |
dc.relation.reference (參考文獻) | Boston Consulting Group “Wealth Markets in China” The Beginning of the Race for China’s Rich. October 2008. | zh_TW |
dc.relation.reference (參考文獻) | Caijing.com.cn “Funds Allowed in Wealth Management” Fan Junli, Zhang Bing, 04.12.2009 | zh_TW |
dc.relation.reference (參考文獻) | Caldwater Clients and Friends Memo. “PRC’s CSRC Oficially Permits Overseas Securities Investment by QDIIs”. 7.3.2007. | zh_TW |
dc.relation.reference (參考文獻) | China International Fund JP Morgan at www.51fund.com | zh_TW |
dc.relation.reference (參考文獻) | Christian Science Monitor, Economic Scene: China’s Investments Pose a New Global Challenge. September, 2009. | zh_TW |
dc.relation.reference (參考文獻) | GT.news.com “China Expands Investment Scope for Offshore Wealth Management”. Maurice Hoo. 3.18.2009. | zh_TW |
dc.relation.reference (參考文獻) | http://www.chinamediaresearch.net/vol3no1/Article_11_Circ_audit_Zhao.pdf | zh_TW |
dc.relation.reference (參考文獻) | http://www.doingbusiness.org/Exploretopics/startingbusiness/Details.aspx?economyid=42 | zh_TW |
dc.relation.reference (參考文獻) | http://www.shanghaiexpat.com/modules.php?op=modload&name=News&file=article&sid=1103752 | zh_TW |
dc.relation.reference (參考文獻) | Harvest Asset Management at www.jsfund.cn | zh_TW |
dc.relation.reference (參考文獻) | Merrill Lynch-Capgemini World Wealth Report, Edition 10, 2008. | zh_TW |
dc.relation.reference (參考文獻) | Merrill Lynch-Capgemini World Wealth Report, Edition 10, 2008. | zh_TW |
dc.relation.reference (參考文獻) | Merrill Lynch-Capgemini Asia Pacific Wealth Report, 2008. | zh_TW |
dc.relation.reference (參考文獻) | PriceWaterHouseCoopers “Foreign Fund Management Companies in China”. April 2009. | zh_TW |
dc.relation.reference (參考文獻) | PriceWaterhouseCoopers, Singapore “66% of Foreign Invested Fund Management Companies in China Anticipate Significant Growth by 2012”. April 28, 2009. | zh_TW |
dc.relation.reference (參考文獻) | Reuters. “Chinese Investment Funds Could Triple to $1 Trillion”. 9.2.2009. | zh_TW |
dc.relation.reference (參考文獻) | Shorex. “China’s Wealth Management Market to Outpace Japan’s by 2015”. 4.30.2009 | zh_TW |
dc.relation.reference (參考文獻) | Taiwan Ministry of Economic Affairs, ECFA. 2009. | zh_TW |
dc.relation.reference (參考文獻) | The New York Times. “In Shift, Chinese Move More Money Overseas”. Christie Johnston. 2.2.2009. | zh_TW |
dc.relation.reference (參考文獻) | Xianmen Municipal Government website http://english.xm.gov.cn/ | zh_TW |
dc.relation.reference (參考文獻) | Xiamen Investment Promotion Agency at http://www.xipa.com.cn/en/about.php | zh_TW |