政大機構典藏-National Chengchi University Institutional Repository(NCCUR):Item 140.119/139301

政大機構典藏-National Chengchi University Institutional Repository(NCCUR):Item 140.119/139301

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政大機構典藏 > 社會科學學院 > 亞太研究英語博/碩士學位學程(IDAS/IMAS) > 學位論文 > Item 140.119/139301

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题名:	後疫時代主題式 ETF 發展趨勢探討 Discussion on the Development Trend of Thematic ETF in the Post-epidemic era
作者:	徐逸潔 Hsu, Yi-Chieh
贡献者:	謝明華 Hsieh, Ming-Hua 徐逸潔 Hsu, Yi-Chieh
关键词:	主題式投資主題式基金後疫時代指數型基金 ETF Thematic ETF Thematic Investing Post-epidemic era
日期:	2022
上传时间:	2022-03-01 18:10:24 (UTC+8)
摘要:	台灣近幾年在 ETF(Exchange Traded Funds)蓬勃發展，無論是在整體規模、受益人數都成長迅速，對發行者來說，產品的創新設計及規劃是發行公司互相較勁的重點。對於投資人來說，投資的選擇增加許多，對於新興商品的選擇，除了廣告媒體的推薦之外，如何在投資前是否能更清楚了解各類ETF的利與弊，亦是相當重要，繼Smart Beta ETF(因子投資)後，全球現在又出現新型態的「主題式 ETF」，被視為能對特定趨勢提供精準而聚焦的投資方式，使得主題式ETF的規模在全球迅速崛起。 2020年1月新冠肺炎(COVID-19)爆發，接著擴散至全球,席捲而來的風暴影響了全球的政治、經濟、生活、以及心理，也使得人們更加關注於新型態的生活方式以及未來的趨勢，這樣的概念也延伸到了投資趨勢，而「主題式投資」創造了一個趨勢型的投資方式，自2018年後國內開始出現較多主題式ETF，疫情後因應生活變化更是增加許多特定類型的主題式ETF，本研究透過國內、外的資料搜集以及文獻整理，探討出對於台灣在未來主題式ETF可因應生活上所需要的新科技趨勢拓展商機，且亦建議投資人在選擇主題式ETF上評估自身對於趨勢認同度並需留意趨勢變化。 In recent years, Taiwan has prospered in the development of Exchange Traded Funds (ETFs). Both the overall scale and the number of beneficiaries have grown rapidly. For issuers, product for investors, investment options have noticeably increased. For the selection of emerging products, in addition to the recommendations of advertising media, it is critical to understand the pros and cons of various ETFs before investing. Following the Smart Beta ETF (Factor Investing), a new type of "Thematic ETF" is now popular worldwide, which is regarded as an investment method that can provide precise and focused investment on specific trends, causing the scale of thematic ETFs to grow rapidly around the world. The COVID-19 pandemic emerged in January 2020 and quickly spread throughout the world. It disrupted global politics, economies, people’s lives, and mental health, as well as prompted people to consider new lifestyle options or opportunities for their future. This concept has also extended to investment trends, and "thematic investment" has created a trend-based investment method. Since 2018, the number of domestic thematic ETFs has gradually increased, as did the number of specific thematic ETFs, in order to adapt to life changes after the epidemic. This research has collected domestic and foreign data, as well as a literature review and document compilation, to discuss the business opportunities for Taiwan’s future thematic ETFs that can meet the needs of new technology trends in life. Furthermore, it provides suggestions that investors evaluate their recognition of the trend before choosing thematic ETFs and pay attention to trend changes.
參考文獻:	Barrer, M. (2020, 3 31). ETFs vs. Mutual Funds: The Age-Old Question. Retrieved from wisdomtree.com: https://www.wisdomtree.com/ Bloomberg. (2021, 3 11). Themes could outgrow sectors as ETFs show sea change in effect. Retrieved from bloomberg: https://www.bloomberg.com/ DEMARCO, J. (2021, 12 13). What Is Thematic Investing? Retrieved from the Balance: https://www.thebalance.com/ ETFGI. (2021, 8 31). ETFGI reports. Retrieved from ETFGI.com: https://etfgi.com/research INVESTMENT, R. (2022). The Metaverse ETF. Retrieved from ROUNDHILL INVESTMENT: https://www.roundhillinvestments.com/ Jacobs, J. (2019, 11 6). Investing in Tomorrow: A Whitepaper on Thematic Investing. Retrieved from globalxetfs: https://www.globalxetfs.com/ MacroMicro. (2020). 財經 M 平方. Retrieved from MacroMicro: https://www.macromicro.me MSCI. (2021). Meet Thematic Investing. Retrieved from MSCI.com: https://www.msci.com/ MSCI. (2021). The Global Industry Classification Standard. Retrieved from MSCI: https://www.msci.com/ OECD. (2021, 9). OECD Economic Outlook, Interim Report September 2021. Retrieved from oecd.org: https://www.oecd.org/ Palandrani, P. (2021, 10 7). Thematic ETF Report: Q3 2021. Retrieved from GLOBAL X : https://www.globalxetfs.com/content/files/Thematic-ETF-Report-Q3-2021.pdf Rao, A. (2020, 11 18). Thematic Investing Is a Global Phenomenon. Retrieved from MSCI: https://www.msci.com/ SITCA. (2019, 9). R.O.C.產業調查報告 2018. Retrieved from SITCA: https://members.sitca.org.tw/OPF/K0000/files/J/03/2018%E7%94%A2%E6%A5%A D%E8%AA%BF%E6%9F%A5%E5%A0%B1%E5%91%8A2019%E5%B9%B46%E 6%9C%88.pdf SITCA. (2020, 9). R.O.C.產業調查報告 2019. Retrieved from SITCA: https://members.sitca.org.tw/OPF/K0000/files/J/03/2018%E7%94%A2%E6%A5%A D%E8%AA%BF%E6%9F%A5%E5%A0%B1%E5%91%8A2019%E5%B9%B46%E 6%9C%88.pdf Trust, C. S. (2022). Cathay ETF Series. Retrieved from Cathay Securities Investment Trust: https://www.cathaysite.com.tw/ Vanguard. (2021). Retrieved from Vanguard: https://investor.vanguard.com/ Vincent Bérubé, Sacha Ghai, Jonathan Tétrault. (2014, 12 1). From indexes to insights: The rise of thematic investing. Retrieved from Mckinsey & Company: https://www.mckinsey.com Watson, W. T. (2012). Thematic Investing – How we see the world. Retrieved from Thinking Ahead Institute: https://www.thinkingaheadinstitute.org/ 中央銀行專題報告. (2020, 3 30). 世界各國為因應新冠肺炎之衝擊，採取對策(例如:採行的 QE 與減稅政策等)對我國財政、金融、經濟整體環境所造成之影響與政府因應之道. Retrieved from 中華民國中央銀行全球資訊網: https://www.cbc.gov.tw/tw/mp-1.html 章錦正. (2020). 淺談 ETF 的現況與發展. 期貨人(76), pp. 44-45. BetaShares. (2021, September). What is thematic investing? https://www.betashares.com.au/education/strategies-portfolio- construction/introduction-to-thematic-investing/ BlackRock (2021, September). iShares invest thematically. Deloitte. (2021). 新型冠狀病毒(COVID-19)對消費產業的影響. Deloitte. file:///Users/jessicaapple1988/Downloads/rp201104-cnsr-covid19-impact.pdf Docherty, D. (2021, June 4). 主題投資的吸引力何在? Schroders. https://www.schroders.com/zh-hk/hk/retail-investors/hkinsights/managers-views/what- is-the-appeal-of-thematic-investing 證券暨期貨發展基金會. (2020, September). 我國資產管理未來趨勢之研究 https://webline.sfi.org.tw/ 安永會計師事務所. (2020). 2020 年安永 ETF 調查報告: 在充滿未知的後疫情時代 ETF 產業的成長是否能再創新高? https://www.ey.com/ 歐宜佩. (2020, September 12). 後疫情時代的新數位政策議題研析-以新加坡及韓國為例. 經濟前瞻, pp. 94–100.https://www.cier.edu.tw/ ETFDB (2021). ETF directory. ETFDB. https://etfdb.com/etfs/ ETFGI. (2021, August 31). ETFGI reports. Fidelity. (2021, June 25). Thematic investing: What is it, and how should investors think about it? White Paper. Interactive Investor. (2021, July 15). Thematic ETFs: What investors need to know. Interactive Investor. https://www.ii.co.uk/analysis-commentary/thematic-etfs-what-investors- need-know-ii514259 Investopedia. (2021, February 5). ETF essentials. Investopedia. https://www.investopedia.com/articles/exchangetradedfunds/12/brief-history- exchange-traded-funds.asp Jacobs, J. (2019, November 6). Investing in tomorrow: A Whitepaper on thematic investing. https://www.globalxetfs.com/ Global X. https://www.globalxetfs.com/investing-in-tomorrow-a-whitepaper-on-thematic- investing/ Johnson, B. (2021, June 8). Are thematic funds worthy of the hype or a risky distraction? MSCI. https://www.msci.com/visualizing-investment-data/thematic-investing J.P. Morgan. (2021). TrackInsight Global ETF Survey 2021. https://am.jpmorgan.com/ Lamont, K. (2021, January 18). ETF research & insights: The rise of thematic ETFs. https://www.morningstar.co.uk/
描述:	碩士國立政治大學亞太研究英語碩士學位學程(IMAS) 101926008
資料來源:	http://thesis.lib.nccu.edu.tw/record/#G0101926008
数据类型:	thesis
DOI:	10.6814/NCCU202200348
显示于类别:	[亞太研究英語博/碩士學位學程(IDAS/IMAS)] 學位論文

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