政大機構典藏-National Chengchi University Institutional Repository(NCCUR):Item 140.119/131040

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Title:	投信業的發展機會－以台灣某公司為案例探討 The Development Opportunity of Securities Investment Trust Industry in Taiwan
Authors:	駱文惠 Lo, Wen-Hui
Contributors:	郭維裕 Kuo, George 駱文惠 Lo, Wen-Hui
Keywords:	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 Securities Investment Trust Industry Mutual Fund Retirement Planning Private Equity Fund ETF
Date:	2020
Issue Date:	2020-08-03 17:46:02 (UTC+8)
Abstract:	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.
Reference:	[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
Description:	碩士國立政治大學國際經營管理英語碩士學位學程(IMBA) 107933010
Source URI:	http://thesis.lib.nccu.edu.tw/record/#G0107933010
Data Type:	thesis
DOI:	10.6814/NCCU202000661
Appears in Collections:	[International MBA] Theses

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