The study of investing money management service in a Finance Holding Company

• Main Authors: TSAI CHUN-HSIEN, 蔡駿賢
• Other Authors: 金力鵬
• Format: Others
• Language: zh-TW
• Published: 2003
• Online Access: http://ndltd.ncl.edu.tw/handle/28213313078440215494

碩士 === 實踐大學 === 企業管理研究所 === 91 === The laws of finance control agree that the financial control companies can establish subsidiaries of banks, insurers and securities to manage financial business organizations, like department store; therefore, the financial control should set up well financial systems to satisfy customers’ requirement for one- stop-shopping. The customers need not only single financial merchandise but also the holistic financial serving, such as combining accounts of banks and securities that provide more services to content customers’ capital rearrange efficiently. This thesis focuses on the investor how to integrate his assets accounts and discuss human character influence on integrating asset account. To supply financial control companies a reference to distribute investors’ assets. This research based on human character and distributed assets by using Markowitz’s model and frame of money activities to make capital rearrange efficiently. Its purpose is that to connect the accounts of insurers, securities and banks efficiently and classify them. Moreover, to analyze human character, like risky preference, excepted reward, accepted risk, investment attribute with Makowitz’s model distributes investors’ capital. To sum up, integration of financial control companies use investor’s character to offer suggestions and services giving consumers entire financial management with Makowitz’s model. Then, the function of managerial assets will be complete.