台灣共同基金流量與通路之研究__臺灣人文及社會科學引文索引資料庫

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題名：	台灣共同基金流量與通路之研究
作者：	謝律晨
校院名稱：	國立高雄科技大學
系所名稱：	財務金融學院博士班
指導教授：	林英星
學位類別：	博士
出版日期：	2019
主題關鍵詞：	共同基金；基金流量；共同基金銷售；分量迴歸；mutual funds；fund flow；mutual fund sale flows；quantile regression
原始連結：	連回原系統網址
相關次數：	被引用次數:期刊(0) 博士論文(0) 專書(0) 專書論文(0) 排除自我引用:0 共同引用:0 點閱:3

近年來由於網路科技及金融創新，導致直接金融盛行，間接金融萎縮，引起傳統銀行及保險通路業者間憂慮，紛紛尋求轉型，並加強本身科技應用與創新服務。本文的重要性在於以分量迴歸法比較傳統銀行、保險通路、及基金業者投資之業務流量，以下列五項因素「1.詹森指標、2.基金費用率、3.基金風險、4.基金規模、5.基金週轉率」進行分量迴歸。樣本在台灣 2001 年至 2016 年，研究發現傳統銀行及保險通路業務流量，相較基金業者，業務非但沒有萎縮，反而大幅成長，此項結果與傳統銀行加強科技服務，金融創新有顯著關係，證實傳統銀行如能發揮通路優勢，強化服務品質，提升金融競爭力，面對直接金融盛行趨勢，仍然大有可為。因此本文的重要貢獻在於指出，金融業者更應專注本業，檢討並加強本身競爭優勢，面對金融科技創新，網路行動業者入侵，仍然可以保有市場，大幅成長。

以文找文

The transformation in internet technology and financial innovation have led to the prevalence of direct finance, causing indirect finance to contract and concerns among traditional banks and insurance channel operators to seek transformation to innovate traditional services with advanced technology applications. Our research compares the sales revenue flows of traditional banks, insurance companies, and mutual fund institutions, using quantile regression methods with five mutual fund factors: Jensen’s indexes, expenses, risks, sizes, and turnover rates. The samples statistics from 2001 to 2016 were evident, showing the results that sales revenue flows of bank and insurance companies did not decrease when compared to institutional fund investors, but instead, grew substantially, owing to the significant relationship of better technological services and financial innovation by banks and insurance companies. Our research contribution is to point out that financial industry should focus, review and strengthen its most competitive core services inside, which are less challenged by outside competitors. By adhering to financial innovation and internet technology, it is still possible for traditional banks and insurance channels to gain substantial market shares with concentration on their core competitive services.

以文找文

參考文獻
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