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題名:我國證券投資信託事業經營關鍵成功因素之研究
書刊名:環球科技人文學刊
作者:徐傳瑛 引用關係
作者(外文):Hsu, Chuan-ying
出版日期:2009
卷期:9
頁次:頁139-156
主題關鍵詞:證券投資信託事業關鍵成功因素經營績效雪費分析Security investment trust companiesKey success factorsOperation performanceScheff'e analysis
原始連結:連回原系統網址new window
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  • 被引用次數被引用次數:期刊(1) 博士論文(0) 專書(0) 專書論文(0)
  • 排除自我引用排除自我引用:1
  • 共同引用共同引用:29
  • 點閱點閱:164
我國投信業在政府通過代客操作業務與金控法令並放寬私募基金、海外基金總代理限制後,並投資人理財工具多元化的情況下,使投信產業發展迅速並競爭激烈。投信業要如何在此競爭環境中生存並保持競爭優勢,正是本文主旨所在。本文透過:(1)敘述統計(2)因素分析(3)單因子變異數分析(4)雪費(Scheff'e)之事後多重比較分析法,得到實證分析之主要結果如下:1.投信業經營關鍵成功因素有八項,依其重要性程度分別排序如下:(1)風險控管能力因素(2)行銷策略因素(3)市場競爭力因素(4)經營領導能力因素(5)員工福利及歸屬感因素(6)人員素質及財務管理能力因素(7)基金操作因素(8)國際化程度因素。2.不同公司及個人背景之群體間,在「國際化程度因素」上,對經營關鍵成功因素之認知,由於公司性質與個人職稱之不同而有顯著的差異。本研究結果可供投信公司經營者作爲現階段策略規劃之重要參考依據,以幫助投信公司擁有競爭優勢,進而提高經營績效。
After Taiwan government passed discretionary investment business, financial holding company Act and so on, the security investment trust companies develop rapidly and face competition. How security investment trust industry can survive and keep advantage in this competitive environment becomes the main purpose in this study. The study applied describable statistic, factor analysis, one-way ANOVA and Scheff'e multiple comparative analytic approach. According to the analysis, there are total 8 key success factors in security investment trust industry. The order in accordance with their importance degree as following: ability of risk control, marketing strategy, marketing competition, leading ability of management, employee welfare and belonging, personnel's quality and financial managerial ability, fund operation and internationalized condition. In the meantime, the study appears that there are apparent differences of cognition of key success factors in internationalized condition factor because of the difference in company's nature and personal job title. As a result of study, it can be used as an important reference on present strategy planning for security investment trust companies. Also, it can help security investment trust companies to have better competition advantages, and then improve the operation performance.
期刊論文
1.林鼎傑、曾瓊滿(1998)。全方位透視國內投信。錢股票基金專刊,8,16-54。  延伸查詢new window
2.陳春山(19960700)。金融創新與證券投資信託基金規範之自由化。證券管理,14(7),1-33。new window  延伸查詢new window
3.Buys A. J.、Mbewana, P. N.(2007)。Key Success Factors for Business Incubation in South Africa: The Godisa Case Study。South African Journal of Science,103,356-358。  new window
4.Freund, Y. P.(1988)。Planner’s Guide Critical Success Factors。Planning Review,16(4),20-23。  new window
5.Allen, D. E.、Tan, M. L.(1999)。A Test of the Persistence in the Performance of UK Managed Funds。Journal of Business Finance and Accounting,25,559-593。  new window
6.Indro, Daniel C.、Jiang, Christine X.、Hu, Michael Y.、Lee, Wayne Y.(1999)。Mutual Fund Performance: Does Fund Size Matter?。Financial Analysts Journal,55(3),74-87。  new window
7.Rockart, John. F.(1979)。Chief Executives Define Their Own Data Needs。Harvard Business Review,57(2),81-93。  new window
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學位論文
1.林敏華(1997)。我國壽險業經營關鍵成功因素及其績效相關性之研究(碩士論文)。國立政治大學。  延伸查詢new window
2.林孟樺(2005)。投信績效與基金績效互動關係之研究(碩士論文)。朝陽科技大學。  延伸查詢new window
3.柯文山(1997)。現階段農會信用部經營之關鍵成功因素探討(碩士論文)。國立中興大學。  延伸查詢new window
4.陳淑珠(1996)。國內投信業行銷策略與顧客認知差距之研究(碩士論文)。國立台灣大學。  延伸查詢new window
5.許家彰(2005)。台灣地區證券投資信託公司屬性與經營績效分析(碩士論文)。南華大學。  延伸查詢new window
6.廖素娟(1997)。我國證券投資信託業外部稽核之研究(碩士論文)。國立台灣大學。  延伸查詢new window
7.徐育民(1997)。我國電信服務產業成功因素之探討--以行動電話服務業為例(碩士論文)。國立中央大學。  延伸查詢new window
8.孟德芸(1988)。企業成功關鍵要素之研究--以個人電腦產業為實證(碩士論文)。國立中興大學。  延伸查詢new window
9.鄭玟玨(2001)。企業環境、企業特性、事業策略、人力資源管理策略對經營績效的影響--以台灣證券投資信託事業為例(碩士論文)。國立中山大學。  延伸查詢new window
圖書
1.Thompson, A. A.、Strickland, A. J.(1981)。Strategy and Policy: Concepts and Cases。Texas:Business Publications。  new window
2.黃俊英(1992)。多變量分析。華泰圖書文物公司。  延伸查詢new window
3.Thompson, A. A.、Strickland, A. J.(1999)。Strategic Management。MeGraw-Hill Companies。  new window
4.Boseman, F. G.、Phatak, A.(1989)。Strategic Management: Text and Cases。New York:John Wiley & Sons, Inc.。  new window
5.Porter, Michael E.(1998)。Competitive advantage: Creating and sustaining superior performance。New York:Simon and Schuster。  new window
6.吳思華(1988)。產業政策與企業策略:臺灣地區產業發展歷程。中國經濟研究所。  延伸查詢new window
7.大前研一、黃宏義(198909)。策略家的智慧。台北:長河出版社。  延伸查詢new window
圖書論文
1.林佳佳(1998)。如何解讀投信公司X檔案。98'共同基金終極導覽。臺北:商周出版。  延伸查詢new window
 
 
 
 
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