| 摘要(英) |
With a more international financial environment in domestic market and government’s open attitude toward policy making, financial market participants, such as employees in banking, brokerage, insurance, and asset management industry, should continue to improve their profession of financial knowledge. As a result, clients can be professionally advised to have a better understanding of risk and then to construct more diversified portfolios. With risk awareness, as a result, the rate of return could better conform to their expectations so that they could be well protected from dramatically changing market. The way to creating win-win situation among investors, asset management company, and fund distributors has become a important subject for study.
This study is mainly based on the example of “J” Asset Management Corp. Four mutual funds under “J”’ Asset Management Corp are extracted for study. Additionally, four variables are taken into consideration: Weighted Average Index, net asset value of funds, units of fund sold, and promotional activities. Two statistical methods are used to understand the changing size of the funds: Regression and Time Series Analysis. The statistical outcomes are described as following:
1. Fund performance and fund size are significantly correlated.
2. Fund performance is significantly correlated with promotional activities.
3. Fund performance is significantly correlated with units of fund sold.
4. Weighted average index is not significantly correlated with fund size.
Key words: Fund size,Fund performance, Distributor, and Level of satisfaction. |
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