| 姓名 |
鄭達禎(TA-CHEN CHENG)
查詢紙本館藏 |
畢業系所 |
財務金融學系在職專班 |
| 論文名稱 |
微型金融共同基金（MIV）及其社會績效指標
(Microfinance Investment Vehicles（MIV）and the social performance indicators)
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| 相關論文 | |
| 檔案 |
 [Endnote RIS 格式]
[Bibtex 格式]
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| 摘要(中) |
微型金融在2006年諾貝爾和平獎因為「和平無法長久，除非大多數的人找到擺脫貧困的途徑。微型金融就是方式之一，提供最基層的需求，也為推動民主和人權」頒給孟加拉格萊珉（Grameen）銀行的創辦人穆罕默德．尤努斯，「尤努斯證明可以將自己的願景轉化為實際行動，為千百萬人的利益，不僅在孟加拉，也引領許多國家。」而他的行動讓「每個人都有潛力和權利過著體面的生活」，當然，包含每天生活花費不到2美元以下的貧民。
微型金融產業透過直接或間接的管道提供弱勢貧民基本的金融服務，因而衍生出各種微型金融特殊的組織，本文中敘述了微型金融客戶，微型金融機構（MFI）、微型金融共同基金（MIV）等各種組織的起源與發展，同時針對微型金融共同基金來說明如何達到財務自主、社會使命與環境保護的三基線，本文並以Blueorchard基金管理公司旗下的Dexia Micro-Credit Fund（DMCF）共同基金為研究個案，期望藉由個案的研究有助於微型金融機構的資訊更公開、透明，吸引更多的資金與金融專業人才，引導整個產業步向更成熟的階段。
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| 摘要(英) |
To advance democracy and human rights by means of operating Microfinance services, Muhammad Yunus, the laureate of 2006’s Nobel Peace Prize, “has shown himself to be a leader who has managed to translate visions into practical action for the benefit of millions of people, not only in Bangladesh, but also in many other countries.” Yunus has put this right and potential into reality for the unprivileged underclass including those who are paid less than 2 dollars per day. Moreover, Microfinance now becomes a promising approach in dealing with the problem of poverty.
Microfinance industry has, directly or indirectly, provided the unprivileged poor with certain financing services in many ways. In order for Microfinance to be operative, several organizations would thus be indispensable. We examined different types of organizations needed for Microfinance. On the other hand, we investigated into other related issues such as clients of Microfinance, Microfinance Institutions (MFIs), Microfinance Investment Vehicles (MIVs), and their origins and developments with a view to demonstrating how MIVs establishes a sustainable financing basis and accomplishes its obligations for social justice and environmental protection. For all our concerns, we thus took Dexia Micro-Credit Fund (a branch of Blueorchard Funds Co.) as a case study. As the study proceeds, we hope to bring into view more insights about Microfinance for which more human resources of finance expertise make an effort to improve the industry and help the poverty-inflicted out of their troubles.
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| 關鍵字(中) |
★ 微型金融共同基金
★ 微型金融機構 |
關鍵字(英) |
★ Microfinance Investment Vehicles (MIV)
★ Microfinance Institution |
| 論文目次 |
摘 要 i
英文摘要Abstract ii
誌 謝 iii
目 錄 iv
圖目錄 v
表目錄 v
第一章 導論 1
第二章 微型金融各種組織起源與發展 3
2-1 微型金融的客戶 4
2-2 微型金融機構（MFI） 6
2-3 微型金融中介機構 13
2-3-1 MIVs的現況 14
2-3-2 MIVs未來的發展與挑戰 18
第三章 微型金融共同基金的社會績效 21
3-1 社會績效指標（Social Performance Index, SPI） 22
3-2 社會績效管理（Social Performance Management, SPM） 30
第四章 微型金融共同基金個案 34
4-1 Dexia Micro-Credit Fund（DMCF）共同基金的財務績效 35
4-2 Dexia Micro-Credit Fund（DMCF）共同基金的社會績效 37
第五章 結論 44
參考文獻 47
附錄一、 2012年3月DMCF月報 50
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| 參考文獻 |
﹝1﹞on line resources： http://www.nobelprize.org/nobel_prizes/peace/laureates/2006/press.html
﹝2﹞1.1 on line resources: Hillary Rodham Clinton：I Know the Secret to Economic Growth: Hillary Rodham Clinton。2011年3月8日，取自http://www.bloomberg.com/news/2011-03-08/empowering-women-helps-global-growth-commentary-by-hillary-rodham-clinton.html 。
﹝3﹞on line resources: Christopher P. Beshouri and Jon Gravrak：Capturing the promise of mobile banking in emerging markets。 FEBRUARY 2010。取自
http://translate.google.com.tw/translate?hl=zh-TW&sl=en&tl=zh-TW&u=http%3A%2F%2Fwww.mckinseyquarterly.com%2FCapturing_the_promise_of_mobile_banking_in_emerging_markets_2539&anno=2
﹝4﹞on line resources: funwmy, Lolo, Dan, Cabbage, Vulture, Yixi：穆罕默德‧尤努斯。2011年10月19日，取自http://wiki.mbalib.com/zh-tw/%E7%A9%86%E7%BD%95%E9%BB%98%E5%BE%B7%C2%B7%E5%B0%A4%E5%8A%AA%E6%96%AF
﹝5﹞on line resources: Grameen Bank : introduction 、 monthly report 。取自http://www.grameen.com/
﹝6﹞on line resources: CGAP：CGAP 2010 MIV Survey Report。2010年8月，取自http://www.cgap.org/gm/document-1.9.47373/CGAP_2010_MIV_Survey_Report.pdf
﹝7﹞on line resources: The Nobel Peace Prize for 2006 。2006年10月，取自http://www.nobelprize.org/nobel_prizes/peace/laureates/2006/press.html
﹝8﹞on line resources: Blueorchard 。取自http://www.blueorchard.com/jahia/Jahia/pid/70#379
﹝9﹞on line resources: Global envision : The History of Microfinance。取自http://globalenvision.org/library/4/1051/
﹝10﹞on line resources: Microfinance hub，取自http://microfinancehub.com/2010/04/23/financing-options-for-microfinance-institutes-funding-sources/
﹝11﹞on line resources: Syminvest：Symbiotics 2011 MIV Survey Report。2011/8 取自http://www.syminvest.com/download/Symbiotics-2011-MIV-Survey.pdf
﹝12﹞on line resources: http://www.iamfi.com*
﹝13﹞on line resources: Vikash Kumar：Need to draw a line between microfinance and loan sharking: Prof Yunus。2010/4/15取自
http://www.microfinancefocus.com/news/2010/04/15/need-to-draw-a-line-between-microfinance-and-loan-sharking-prof-yunus/
﹝14﹞on line resources: http://sptf.info
﹝15﹞on line resources: http://indiamicrofinance.com/andhra-pradesh-mfi-ordinance-2010.html
﹝16﹞杜曉山 :文匯報： 對小額信貸，不要神化，也不要妖魔化：2011-12-20，取自 http://big5.news365.com.cn:82/gate/big5/wenhui.news365.com.cn/ftl/201112/t20111220_158127.html
﹝17﹞on line resources: Why social performance management? A note for investors,MIVS, and donors.
http://www.sptf.info/images/makingthecaseforspminvestordonors.pdf
﹝18﹞on line resources: CGAP Annual Report 2011
﹝19﹞on line resources：Micol Pistelli:Defining responsible financial performance: how to think about social performance。2011年6月，取自
http://www.themix.org/publications/microbanking-bulletin/2011/06/social-performance-management
﹝20﹞Ben Simmes：Oikocredit’’s New Department: Social Performance and Financial Analysis。2010年3月11日，取自http://www.spblog.org/2010/03/oikocredits-new-department-social-performance-and-financial-analysis.html 。
﹝21﹞Sarah Leshner : BlueOrchard’s Initiatives in Social Performance：
Social Performance Indicators Blog。2010年3月4日，取自 http://www.spblog.org/2010/03/blueorchards-initiatives-in-social-performance.html#more
﹝22﹞on line resources: http://www.syminvest.com/
﹝23﹞on line resources: http://www.blueorchard.com
﹝24﹞on line resources ：http://www.libertytimes.com.tw/2006/new/oct/14/today-int1.htm
﹝25﹞Ruth Alexander : BBC News : Dollar benchmark: The rise of the $1-a-day statistic。2012年3月9日。取自http://www.bbc.co.uk/news/magazine-17312819
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| 指導教授 |
邱慈觀(Tzu-Kuan Chiu)
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審核日期 |
2012-7-6 |
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