- 學位論文
台灣金控投信經營策略之研究—以T證券投資信託股份有限公司為例
The Study of Strategic management for Securities Investment Trust Company under Financial Holding in Taiwan : A Case Study of T Securities Investment Trust Company
摘要
為提升台灣金融市場發展及競爭力，金管會於1983年正式開放成立第一家投信公司迄今，已超過30年，投信家數也從初期4家，擴增到目前38家。隨著產業趨勢發展、法令更新速度、科技技術創新，投信產業面臨著漸趨競爭激烈的國內金融市場，本研究擬探討具有金控集團資源的投信公司應如何運用資源優勢，於競爭者眾之市場中脫穎而出。 本研究透過波特五力分析觀察到產業目前普遍面臨基金規模集中化以及大者恆大趨勢；另，利用SWOT工具發現以個案所擁有的金控集團資源優勢，相較於無集團奧援之獨立投信對於產業內激烈競爭環境下佔有一定優勢。 以統計數據、訪談資料、文獻回顧等資料進行彙總分析後，對於個案提出之短期強化公司獲利結構；中期輔以集團資源優勢，強化品牌特色以及補強產品線；長期則朝向亞太利基型資產管理公司及永續經營發展。
並列摘要
The government of Republic of China deregulate SITEs(Securities Investment Trust Enterprises) industry and the first investment trust company was established in 1983 and expanded rapidly to 38 firms in 33 years. However the SITEs industry stands on the edge of a number of fundamental shifts that will shape the future of the industry. SITEs industry is along with the situation of limited and overlapping market, most of mutual fund products are similar. Therefore, the firms are facing severe competition in nowadays. This thesis use Porter five forces analysis, SWOT analysis mechanisms to discovery the SITEs industry and T securities investment company, especially the firms belong to financial holding group, that how to use the competitive advantage in a tough environment to face challenges, and utilize niche market to develop business strategy.