應用8十事業模式框架分析元大投信與國泰投信因應外部環境變化的關鍵成功因素

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题名:	應用8十事業模式框架分析元大投信與國泰投信因應外部環境變化的關鍵成功因素
作者:	井莉貞;Chin, Li-Chen
贡献者:	財務金融學系在職專班
关键词:	８十事業模式;８十SWOT;投信業;8-Cross Business Model;8-Cross SWOT;Asset Management Industry;Yuanta SITE;Cathay SITE
日期:	2017-07-26
上传时间:	2017-10-27 13:51:09 (UTC+8)
出版者:	國立中央大學
摘要:	金融產業變化快速，台灣投信業從4家投信迄今38家投信，至2016年12月底，境內募集發行之證券投信託基金，基金總檔數為725檔，其中指數型基金占69檔，股票型基金占338檔，基金總規模合計約2.12兆，相較於金融海嘯時期的2.28兆，整體基金規模不增反降，投信業近年經營模式面臨困境，逐漸喪失其成長動能。然而台灣境內基金市場最大投信業者-元大投信及境內管理資產總規模最大投信業者-國泰投信，在同樣的背景、時間下，公司基金規模卻不降反增。　　台灣投信產業面臨產業已經進入成熟期的階段，投信業者面對同業的激烈競爭以及外部環境變化帶來的機會與威脅。本研究應用8十事業模式框架分析元大投信與國泰投信現行事業模式，並利用8十SWOT框架從企業、產業與國家營運模式三者之間的相互關係分析元大投信與國泰投信面對外部環境變化的關鍵成功因素。本研究結論為投信業者能在國際金融競爭下，必須重新尋找到經營的立足點，成為台灣投資人長期投資的工具，引導國際資金注入台灣共同基金市場，拓展經濟規模才能維持永續經營。;The financial industry has changed rapidly. Started with 4 Asset Managers established in 1983, there are 38 Asset Managers operating in Taiwan currently. As of the end of December 2016, 725 mutual funds had been launched in Taiwan, of which 69 were index funds, 338 were equity funds. It was estimated that NTD 2.12 trillion of asset had been generated. However, compared with the asset level of NTD 2.28 trillion during the financial crisis in 2008, the overall size of the asset dropped instead. Struggling with its current business model, the Asset Management industry in Taiwan has been losing its momentum in enlarging asset under management (AUM) for years. Nevertheless, even encountering the same challenges with all competitors, the AUM of Yuanta SITE - the largest SITE in managing mutual funds in Taiwan and Cathay SITE - the largest onshore asset manager increased in the same period. Taiwan Asset Management industry is at the stage of maturity and asset managers are now facing fierce competition and external opportunities and threats. This research analyzes the current business models of both Yuanta SITE and Cathay SITE, using the framework of 8-Cross business model. Further this study uses the 8-Cross SWOT framework to explore key factors for success of both Yuanta and Cathay SITE facing the changes of external environment. The conclusions of this study suggests that both Yuanta SITE and Cathay SITE should establish new strategies and tactics and setup operational model systematically. The asset managers may be able to find their business niche, aiming to be the long-term investment instrument for Taiwan investors as well as attracting foreign funds to invest into Taiwan mutual funds to expanding Taiwan mutual fund business.
显示于类别:	[Executive Master of Finance Management] Electronic Thesis & Dissertation

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