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全球金融風暴下共同基金投資人行為研究 = Studies of Mutu...

國立高雄大學國際高階經營管理碩士在職專班(IEMBA)

全球金融風暴下共同基金投資人行為研究 = Studies of Mutual Fund Investor's Behavior in Global Financial Crisis

紀錄類型:	書目-語言資料,印刷品 : 單行本
並列題名:	Studies of Mutual Fund Investor's Behavior in Global Financial Crisis
作者:	張莉莉,
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:	2010[民99]
面頁冊數:	128面圖， : 30公分;
標題:	共同基金
標題:	Disposition Effect
電子資源:	http://handle.ncl.edu.tw/11296/ndltd/65735606985243657490
摘要註:	本研究透過投資行為理論的觀點探討在全球金融風暴下影響共同基金投資人的投資決策因素，以瞭解其對投資行為中之過度自信及處分效果的影響。本研究採用問卷調查方式，以南部地區共同基金投資人為研究對象，共發出600 份問卷，有效樣本數228 份，針對人口統計變項採單因子變異數分析，以檢定在投資決策及投資行為上的差異，並經由相關分析發現投資成本、基金規模、理財服務、反向策略與過度自信呈顯著正相關；總經因素、匯率因素、股市因素、投資成本、基金規模、基金績效、理財服務、公司聲譽、反向策略與處分效果呈顯著正相關；處分效果與過度自信彼此間呈顯著正相關。再藉由迴歸分析驗證總經因素與過度自信為負向影響，反向策略與過度自信為正向影響；總經因素及反向策略與處分效果為正向影響。研究結果發現：一、教育程度高者較低者重視基金績效；二、已婚有子女者較未婚者重視風險屬性；三、高收入者較低收入者重視風屬性；四、在反向策略及財務冒險偏向業務傾向投資人在過度自信及處分效果有顯著正向影響；五、重視風險屬性的投資人較為理性，在過度自信及處分效果為顯著的負向影響。 This study researches how Global Financial Crisis impacts the mutual fund investor’s investment decision factors, particularly focusing on Overconfidence and Disposition Effect, from the perspective of InvestmentBehavior Theory. 600 questionnaires were issued to mutual fund investors in Southern Taiwan, 228 of them are valid for statistic samples. One-way ANOVA analysis was adopted to test the differentiation between investment strategy and investment behavior. Correlation analysis was also used and the result indicates that investment cost, mutual fund scale, financialservices and contrarian strategy are positive-correlated with Overconfidence;macro economy, currency factor, stock market, investment cost, mutual fund scale, mutual fund performance, financial services, company reputation and contrarian strategy are positive-correlated with Disposition Effect. Therefore,overconfidence is positive-correlated with Disposition Effect. Furthermore,through regression analysis, the result found the adverse impact of Macro Economy factors on Overconfidence; contrarian strategy have positive impact on Overconfidence. And macro economy, contrarian strategy have positive impact on Disposition Effect. To conclude, we found the following results:1.Higher educated investor emphasis on mutual fund performance more thanlower educated one does.2.Married investors with kid are more concerned about risk factor than singleindividuals.3.Investors with higher income are more concerned about risk factor than oneswith lower income.4.The result also found that investor who prefers contrarian strategy and is more aggressive, is less influenced by Overconfidence and Disposition Effect.5.Investor with lower risk tolerance is more rational, indicating the adverse impact on Overconfidence and Disposition Effect.

全球金融風暴下共同基金投資人行為研究 = Studies of Mutual Fund Investor's Behavior in Global Financial Crisis
張, 莉莉

全球金融風暴下共同基金投資人行為研究 = Studies of Mutual Fund Investor's Behavior in Global Financial Crisis / 張莉莉撰 - [高雄市] : 撰者, 2010[民99]. - 128面 ; 圖， ; 30公分.
參考書目：面90-100.
共同基金Disposition Effect

全球金融風暴下共同基金投資人行為研究 = Studies of Mutual Fund Investor's Behavior in Global Financial Crisis
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