The Influence of Investment Distribution Management Strategies on Net Sales of Funds-Empirical Studies of X Investment

• Main Authors: Shiuan-Yun Peng, 彭暄云
• Other Authors: Chou, Robin K
• Format: Others
• Language: zh-TW
• Published: 2010
• Online Access: http://ndltd.ncl.edu.tw/handle/63644749367007152436

碩士 === 國立中央大學 === 財務金融學系碩士在職專班 === 98 === Both easy accesses to information about investment and real-time data input from worldwide stock markets result in the better information availability of financial management methods. Mutual fund investment, out of plenty of investment-linked products, grabs much attention of the public, and this phenomenon pushes a number of investment trusts, in terms of spreading distribution of mutual fund, to focus on marketing strategies developed by bank distributors. This study, by sampling each bank’s growth in sale of domestic and off-shore funds from 2006 to 2010, aims to analyze the cooperative relationship between wealth management business of banks and fund companies by means of “market fluctuations”, the external variable, and “bank service charge”, “bonuses”, “marketing budgets”, “advertisement budgets”, “commission fee back”, and the internal variables. The result revealed remarkable positive correlation between the variables, bank service charge and bonuses, and banks of each scale of capital, as which means that both the variables will lead to more net sales of funds by means of financial consultants’ willingness to sell mutual funds. In accordance with this study which investigates the influence, brought by distributors’ marketing strategies, on banks’ net sales of funds, exact marketing methods fused with key factors will cause the largest mutual benefits.