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| DC 欄位 | 值 | 語言 |
|---|---|---|
| dc.contributor.advisor | 邱顯比(Shean-Bii Chiu) | |
| dc.contributor.author | Yi-Hsien Chen | en |
| dc.contributor.author | 陳意絃 | zh_TW |
| dc.date.accessioned | 2021-06-07T18:18:38Z | - |
| dc.date.copyright | 2012-03-19 | |
| dc.date.issued | 2012 | |
| dc.date.submitted | 2012-02-03 | |
| dc.identifier.citation | [1] Abratt, Russell, and Joy Russell, 1999, Relationship marketing in Private Banking in South Africa, International Journal of Bank Marketing , 17, 5-19.
[2] Alpert, Marc, and Howard Raiffa, 1982, A Progress Report on the Training of Probability Assessors, Cambridge University Press, 294–305. [3] Banking Bureau, Financial Supervisory Commission, R.O.C, 2005, Directions for Banks Engaging in Wealth Management Business. [4] Barber, Brad M., and Terrance Odean, 1999, The Courage of Misguided Convictions, Financial Analysts Journal, 55, 41-55. [5] Barber, Brad M., and Terrance Odean, 2001, Boys Will Be Boys: Gender, Overconfidence, and Common Stock Investment, Quarterly Journal of Economics 116, 261-292. [6] Barclays Wealth, 2009, Barclays Wealth Insights Volume 9: New Horizon, New Behaviour. [7] Coval, Joshua D., and Tobias J. Moskowitz, 2001, The geography of investment: Informed Trading and Asset Prices, Journal of Political Economy 109, 811-841. [8] Capgemini and Merrill Lynch Global Wealth Management, 2010, World Wealth Report 2009. [9] Capgemini and Merrill Lynch Global Wealth Management, 2011, World Wealth Report 2010. [10] Maude, David, 2006, Global Private Banking and Wealth management: The New Realities, (John Wiley & Sons, Inc). [11] Dubosson, Magali, Emmanuel Fragniere, and Nils S. Tuchschmid, 2009, Wealth Management 'Manufacturing' :Delivering More Value?, Journal of Wealth Management, 11(4), 48-59. [12] Ehigie, Benjamin Osayawe, 2006, Correlates of Customer Loyalty to Their Bank: A Case Study in Nigeria, International Journal of Bank Marketing, 24(7), 494–508. [13] Euromoney Magazine, 2010, Private Banking and Wealth Management Survey 2010 [14] Fidelity Investments, 2005, Independent Thinking On: The Wealth Management Imperative [15] Fischhoff, Baruch, Paul Slovic, and Sarah Lichtenstein, 1977, Knowing with Certainty: The Appropriateness of Extreme Confidence, Journal of Experimental Psychology, 552-564. [16] Gervais, Simon, and Terrance Odean, 2001, Learning to be Overconfident, Review of Financial Economics 14, 1-27. [17] Glaser, Markus, and Martin Weber, 2003, Overconfidence and Trading Volume, Working Paper, University Mannheim. [18] Graham, John R., Campbell R. Harvey, and Hai Huang, 2005, Investor Competence, Trading Frequency, and Home Bias, Working Paper, Duke University [19] Kilka, Michael, and Martin Weber, 1999, Home bias in international stock return expectations, Working Paper, University of Mannheim. [20] Lassar, Walfried M., Chris Manolis, and Robert D. Winsor, 2000, Service quality Perspectives and Satisfaction in Private Banking, Journal of Services Marketing, 14(3), 244-71. [21] Liu, Philip, 2009, Taiwan Banks Settle With Most Structured-note Investors, China Economic News Service, Online Edition, October 29. [22] Merrill Lynch Global Private Client Group, 2005, Creating Differential Value in A Commoditized World: The Evolving Role of the Wealth manager. [23] Mahajan, Jayashree, 1992, The Overconfidence Effect in Marketing Management Predictions, Journal of Marketing Research, 29, 329-342. [24] Manrai, Lalita A., and Ajay K. Manrai, 2007, A Field Study of Customers’ Switching Behavior for Bank Services, Journal of Retailing and Consumer Service, 14(7), 208–215. [25] Nagar, Venky, and Madhav V. Rajan, 2005, Measuring Customer Relationships: The Case of Retail Banking Industry, Management Science, 51(June), 904–919. [26] Odean, Terrance, 1998, Volume, Volatility, Price and Profit When all Traders Are above Average, Journal of Finance, 53, 1887-1934. [27] Olsen, Robert A., 1998, Behavioral Finance and its Implication for Stock-Price Volatility, Financial Analysts Journal, 54(2), 10-18. [28] Ricciardi, Victor, and Helen K. Simon, 2000, What is Behavioral Finance?, Business, Education and Technology Journal, 2(2), 1-9. [29] Shefrin, Hersh , 2000, Beyond Greed and Fear, (Harvard Business School Press, Boston, MA). [30] Strong, Norman C., and Xinzhong Xu, 2003, Understanding the Equity Home Bias: Evidence from Survey Data, Review of Economics and Statistics, 85, 307-312. [31] Tashakkori, Abbas, and Charles B. Teddlie, 2003a, Handbook of Mixed Methods in Social & Behavioral Research, (SAGE Publications, Thousand Oaks, CA). [32] Vissing-Jorgensen, Annette, 2003, Perspectives on Behavioral Finance: Does “Irrationality” Disappear with wealth? Evidence from Expectations and Actions, Working Paper, Northwestern University. | |
| dc.identifier.uri | http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/16516 | - |
| dc.description.abstract | The last couple of years of global economic downturn have been critical to wealth management firms and its clients. Being one of the top 10 markets in the world, wealth management in Taiwan also faces lots of challenges caused by the shift of clients’ behaviors and attitudes. This paper aims to study the dramatic impacts of financial crisis on investment behaviors and psychology of wealth investors in Taiwan.
By adopting the questionnaire survey and utilizing statistical analysis, irrational investment behaviors shown in the survey explain the prevailing fears and risk aversion among wealthy investors in Taiwan. After experiencing the plunge in market, performance of portfolio and transparency of product information are becoming watchwords for respondents. Trust erosion in wealth management entities is prevailing and the problem lies in the incentive scheme designed for financial consultants. To turn the challenges into opportunities, wealth management companies should study the significant differences of behaviors between segments of personal net worth and provide products and services accordingly. In fact, global wealth management institutions have paid more attention on the issues of investor behaviors. The report by Barclays (2009) claimed that wealth management institutions should have a close look at investor behaviors in turbulent markets and find the implications for banks from these new behaviors. The latest report by Capgemini and Merrill Lynch also started to review how wealth-management firms are adapting to behavior-driven investing by clients. I believe the issue of understanding investors behaviors will become main focus in the near future. | en |
| dc.description.provenance | Made available in DSpace on 2021-06-07T18:18:38Z (GMT). No. of bitstreams: 1 ntu-101-R97749018-1.pdf: 807779 bytes, checksum: 9f57e39bf709cfbb7900611941e54239 (MD5) Previous issue date: 2012 | en |
| dc.description.tableofcontents | ABSTRACT i
CONTENTS ii LIST OF FIGURES iii LIST OF TABLES iv Chapter 1 Introduction 1 1.1 Research Backgrounds and Motives 1 1.2 Research Purposes 1 1.3 Research Framework 2 Chapter 2 Literature Review 3 2.1 Wealth Management Industry 3 2.2 Behavioral Finance Theories 9 Chapter 3 Global Wealth Market Overview 18 3.1 Financial Crisis and its Impact on Global Economy 18 3.2 Wealth Management Industry after Financial Crisis 21 Chapter 4 Research Approach and Data Analysis 28 4.1 Data collection and Methodology 28 4.2 Empirical Findings and Data Analysis 30 4.3 Summary of Research Findings 49 Chapter 5 Conclusions and Suggestions 52 REFERENCES 55 APPENDICES 58 | |
| dc.language.iso | en | |
| dc.subject | 金融風暴 | zh_TW |
| dc.subject | 財富管理 | zh_TW |
| dc.subject | 投資人行為 | zh_TW |
| dc.subject | financial crisis | en |
| dc.subject | investor behaviors | en |
| dc.subject | wealth management | en |
| dc.title | 金融風暴對台灣財富管理客戶投資行為影響之研究 | zh_TW |
| dc.title | The Study of Financial Crisis Impacts on Investment Behaviors of Wealth Management Clients in Taiwan | en |
| dc.type | Thesis | |
| dc.date.schoolyear | 100-1 | |
| dc.description.degree | 碩士 | |
| dc.contributor.oralexamcommittee | 蘇永成(Yong-Chern Su),王耀輝(Yaw-Huei Wang) | |
| dc.subject.keyword | 財富管理,金融風暴,投資人行為, | zh_TW |
| dc.subject.keyword | wealth management,financial crisis,investor behaviors, | en |
| dc.relation.page | 66 | |
| dc.rights.note | 未授權 | |
| dc.date.accepted | 2012-02-03 | |
| dc.contributor.author-college | 管理學院 | zh_TW |
| dc.contributor.author-dept | 企業管理碩士專班 | zh_TW |
| 顯示於系所單位： | 管理學院企業管理專班(Global MBA) | |
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|---|---|---|---|
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