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題名 商業企畫書:Parsec國際財務管理
Parsec International
作者 李啦啦
Clinton, Meredith-Hall
貢獻者 周行一
Chow, Edward
李啦啦
Clinton, Meredith-Hall
關鍵詞 商業企畫書
日期 2009
上傳時間 8-Apr-2010 17:02:36 (UTC+8)
摘要 商業企畫書:Parsec國際財務管理
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.
參考文獻 Supporting Documents
The documents that follow include supporting information relative to Parsec International’s research, background, management, and preparedness for operating this business successfully.
Komaiko,Richard. 2008. US Stocks Open to China Savers. Asia Times
Boston Consulting Group “Wealth Markets in China” The Beginning of the Race for China’s Rich. October 2008.
Caijing.com.cn “Funds Allowed in Wealth Management” Fan Junli, Zhang Bing, 04.12.2009
Caldwater Clients and Friends Memo. “PRC’s CSRC Oficially Permits Overseas Securities Investment by QDIIs”. 7.3.2007.
China International Fund JP Morgan at www.51fund.com
Christian Science Monitor, Economic Scene: China’s Investments Pose a New Global Challenge. September, 2009.
GT.news.com “China Expands Investment Scope for Offshore Wealth Management”. Maurice Hoo. 3.18.2009.
http://www.chinamediaresearch.net/vol3no1/Article_11_Circ_audit_Zhao.pdf
http://www.doingbusiness.org/Exploretopics/startingbusiness/Details.aspx?economyid=42
http://www.shanghaiexpat.com/modules.php?op=modload&name=News&file=article&sid=1103752
Harvest Asset Management at www.jsfund.cn
Merrill Lynch-Capgemini World Wealth Report, Edition 10, 2008.
Merrill Lynch-Capgemini World Wealth Report, Edition 10, 2008.
Merrill Lynch-Capgemini Asia Pacific Wealth Report, 2008.
PriceWaterHouseCoopers “Foreign Fund Management Companies in China”. April 2009.
PriceWaterhouseCoopers, Singapore “66% of Foreign Invested Fund Management Companies in China Anticipate Significant Growth by 2012”. April 28, 2009.
Reuters. “Chinese Investment Funds Could Triple to $1 Trillion”. 9.2.2009.
Shorex. “China’s Wealth Management Market to Outpace Japan’s by 2015”. 4.30.2009
Taiwan Ministry of Economic Affairs, ECFA. 2009.
The New York Times. “In Shift, Chinese Move More Money Overseas”. Christie Johnston. 2.2.2009.
Xianmen Municipal Government website http://english.xm.gov.cn/
Xiamen Investment Promotion Agency at http://www.xipa.com.cn/en/about.php
描述 碩士
國立政治大學
國際經營管理碩士班(IMBA)
97933051
98
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0097933051
資料類型 thesis
dc.contributor.advisor 周行一zh_TW
dc.contributor.advisor Chow, Edwarden_US
dc.contributor.author (Authors) 李啦啦zh_TW
dc.contributor.author (Authors) Clinton, Meredith-Hallen_US
dc.creator (作者) 李啦啦zh_TW
dc.creator (作者) Clinton, Meredith-Hallen_US
dc.date (日期) 2009en_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) G0097933051en_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) 97933051zh_TW
dc.description (描述) 98zh_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 1
Market Opportunity 15
Market Analysis 18
Competition 27
Risk 33
Company Overview 40
Environmental Sustainability 43
Vision, Mission, Goals & Objectives 45
Business Strategy 49
Revenue Model 52
Service Strategy 55
Marketing Plan & Strategy 59
Internet Strategy 70
Management 72
Operations 79
Present Situation 81
Financial Plan 85
Capital Requirements 90
Exit / Payback Strategy 92
Summary 93
Supporting 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/#G0097933051en_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 Internationalen_US
dc.type (資料類型) thesisen
dc.relation.reference (參考文獻) Supporting Documentszh_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 Timeszh_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, 04.12.2009zh_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.comzh_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.pdfzh_TW
dc.relation.reference (參考文獻) http://www.doingbusiness.org/Exploretopics/startingbusiness/Details.aspx?economyid=42zh_TW
dc.relation.reference (參考文獻) http://www.shanghaiexpat.com/modules.php?op=modload&name=News&file=article&sid=1103752zh_TW
dc.relation.reference (參考文獻) Harvest Asset Management at www.jsfund.cnzh_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”. 4.30.2009zh_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.phpzh_TW