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    Please use this identifier to cite or link to this item: https://tkuir.lib.tku.edu.tw/dspace/handle/987654321/74037

    Title: 臺灣投信業在中國大陸發展及策略研究
    Other Titles: A study of the development and strategies of Taiwan securities investment trust industry in Mainland China
    Authors: 翁建文;Weng, Chien-Wen
    Contributors: 淡江大學國際商學碩士在職專班
    Keywords: 投信業;資產管理;共同基金;Securities Investment Trust Industry;Asset Management;Mutual Fund
    Date: 2011
    Issue Date: 2011-12-28 17:52:10 (UTC+8)
    Abstract: 台灣投信產業從1983年第一家投信業發展至今已有39家,所發行的共同基金至2010年底規模已超過新台幣一兆八千萬元,在國內股市及債市扮演著重要的角色。同時投信業也是國內投資的重要管道之一。
    With the establishment of the first securities investment trust enterprise (“SITE”) in 1983, the number of SITE has now increased to 39; as of end of 2010, the amount of mutual fund issued has exceeded NTD1.8 trillion. The capital that the industry brought in has enabled its importance in Taiwan securities and bonds industry while it is also one of the major investment channels in Taiwan.

    With the fast increasing of asset under management and overall industry size, the Taiwan SITE has been through its glorious days in the past few years. However, as any financial curve, a climbing curve will eventually reverse its direction, after its good days, the Taiwan SITE industry is currently confronted by the challenge of professional shortage, capital competition and industry transition. The difficulty that the industry faced is perfect competition in the small domestic market, thus, it is important that the industry utilize niche market and internationalization strategy. Since China is recognized as the fastest growing market in many perspectives, Taiwan SITE increase its reach in China market would be its first step to head toward internationalization.

    Various studies indicated that compare to financial market in China, there are more competitive advantages in the current regulations, policies, professional development and available resources in Taiwan financial market. As such, Taiwan SITE should accelerate its pace of adjustment and policy opening to prevent from blundering away timing and opportunity of development in China market.
    The objective of this paper is to discuss the challenge of current and future development of Taiwan SITE industry and the possible legal risks and responsibilities faced when increasing reach in China from the perspective of Taiwan SITE industry and under current Taiwan and China regulations, in addition, personal suggestions are included in this report for the reference of SITE industry and competitive authority.
    Appears in Collections:[Graduate Institute & Department of International Business] Thesis

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