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影響基金經理人操盤決策重要因素之研究：以台灣投信業為例 = What W...

國立高雄大學經營管理研究所

影響基金經理人操盤決策重要因素之研究：以台灣投信業為例 = What Will Critical Factors Affect Fund Managers’ Investment Decisions? A Case Study of Taiwan Securities Investment Trust Companies

紀錄類型:	書目-語言資料,印刷品 : 單行本
並列題名:	What Will Critical Factors Affect Fund Managers’ Investment Decisions? A Case Study of Taiwan Securities Investment Trust Companies
作者:	梁文漢,
其他團體作者:	國立高雄大學
出版地:	[高雄市]
出版者:	撰者;
出版年:	2009[民98]
面頁冊數:	81面圖、表 : 30公分;
標題:	Q-排列法
標題:	Investment Decisions
電子資源:	http://handle.ncl.edu.tw/11296/ndltd/31415111449939944471
附註:	參考書目：面
附註:	指導教授：鄭育仁
摘要註:	中文摘要過去對共同基金經理人投資行為的研究，大多侷限在小範圍，少量變數間互動關係的討論，成果雖然豐碩，也能解釋某些基金經理人的投資行為，但本文則認為影響基金經理人投資行為的層面廣泛，有必要整體性地探討基金經理人的投資行為，以進一步瞭解影響基金經理人操盤決策的因素。本文採用個案研究實地訪談方式，使用Q-排列法，深入釐清實務上影響經理人操盤決策的因素，瞭解經理人操盤決策背後的影響程度。本文發現許多基金經理人自我認知的操盤行為與一般外界的認知存有差異，對於關鍵決策因素也很少採取固定的反應措施。此外，本文從研究結果中解析出影響力與一致性等二個經理人回應因素的面向，組合成四種回應模式，提供提資人在購買基金時的參考。本文發現基金經理人在操盤決策上普遍重視產業的基本面，不同投資區域的基金經理人，關心的影響因素來源也不同，對於突發性非經濟因素，不論發生於國內或海外，大多不會對基金經理人產生投資決策上的影響。不論基金經理人的投資區域是在國內或是海外，這些受訪的基金經理人對影響操盤決策因素之類別定義的重要性排序，從統計的觀點而言是一致的。經理人對影響投資決策的因素很少採取固定的反應模式，主要是依據影響力與一致性等二個面向做出適當的回應。 AbstractMost of the past researches on mutual fund managers’ investment behaviors were confined in a limited scope and discussed the relationship among few variables. Although they had received fruitful achievements and had successfully explained part of fund managers’ investment behaviors, there is still lack of researches view the fund managers’ investment behaviors as a whole. This thesis considers that there must be many factors may affect fund managers’ investment decisions, which result in variety investment strategies, and come to different investment performance. Therefore, it is necessary to study the above topics from a panoptic view.This thesis adopts case study methodology, interviews with Taiwan on-the-spot mutual fund managers, and applies Q-sort technique for the purpose of clarifying the possible affecting factors for fund managers’ real operation decisions and investment strategies.The results reveal that mutual fund managers’ investment strategies are based on industry funmentals. Affecting factors concerned by managers are different according to securities invested in domestic or foreign markets. Abrupt noneconomic events do not impact fund managers’ investment strategies no matter where the events happened.This thesis also discovered that the permutation orders of catagory importance for different groups are the same from the perspection of statistics. Fund managers seldom employ regular reaction models when facing affecting factors. They always reply properly in line with factors influence and consistence.

影響基金經理人操盤決策重要因素之研究：以台灣投信業為例 = What Will Critical Factors Affect Fund Managers’ Investment Decisions? A Case Study of Taiwan Securities Investment Trust Companies
梁, 文漢

影響基金經理人操盤決策重要因素之研究：以台灣投信業為例 = What Will Critical Factors Affect Fund Managers’ Investment Decisions? A Case Study of Taiwan Securities Investment Trust Companies / 梁文漢撰 - [高雄市] : 撰者, 2009[民98]. - 81面 ; 圖、表 ; 30公分.
參考書目：面指導教授：鄭育仁.
Q-排列法Investment Decisions

影響基金經理人操盤決策重要因素之研究：以台灣投信業為例 = What Will Critical Factors Affect Fund Managers’ Investment Decisions? A Case Study of Taiwan Securities Investment Trust Companies
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