共同基金之顧客效果-從401(k)計畫之基金、退休股份、及目標期限基金等來看
| dc.contributor | 國立臺灣師範大學管理研究所 | zh_TW |
| dc.contributor.author | 賴慧文 | zh_TW |
| dc.date.accessioned | 2016-06-03T03:03:22Z | |
| dc.date.available | 2016-06-03T03:03:22Z | |
| dc.date.issued | 2011/08-2014/07 | |
| dc.description.abstract | 第一年計劃探討當一基金發行退休股份或開放?401(k)退休計劃投資時，所產生之效益及成本，包含(1)比較退休基金與非特定可供退休規劃選擇之基金，其淨現金流量與報酬之關係就水準及曲度上，兩類型基金之差異，(2)就同一基金而言，非退休股份對退休股份所造成之外部性，(3)基金加入401(k)退休計劃前後，其基金淨現金流量成長率、淨現金流量波動性、與基金報酬率之變化。 | zh_TW |
| dc.description.abstract | The first topic is related to the decision-making for a fund to adopt retirement fund structure. I examine the following issues: (1) the comparison of the level and curvature of flow-to-performance relation of retirement funds with those of non-retirement funds, (2) the ’share-class externality’ on retirement fund imposed by non-retirement classes of the same fund, and (3) the difference in net inflow growth, cash flow volatility, and performance of newly-added funds in 401(k) plans before and after open to 401(k) plans. | en_US |
| dc.identifier | ntnulib_tp_I0109_04_002 | |
| dc.identifier.uri | http://rportal.lib.ntnu.edu.tw/handle/20.500.12235/78936 | |
| dc.language | zh_TW | |
| dc.relation | 國科會專題研究計畫，NSC100-2410-H003-019-MY3。 | zh_TW |
| dc.subject.other | 基金現金流量 | zh_TW |
| dc.subject.other | 基金報酬 | zh_TW |
| dc.subject.other | 基金現金流量波動性 | zh_TW |
| dc.subject.other | 退休規劃 | zh_TW |
| dc.subject.other | 401(k)退休計劃 | zh_TW |
| dc.subject.other | Fund Flows | en_US |
| dc.subject.other | Fund Performance | en_US |
| dc.subject.other | Fund Flow Volatility | en_US |
| dc.subject.other | Retirement | en_US |
| dc.subject.other | 401(k) Plans | en_US |
| dc.title | 共同基金之顧客效果-從401(k)計畫之基金、退休股份、及目標期限基金等來看 | zh_TW |
| dc.title | Different Investor Clienteles in Mutual Fund Industry-Evidence from 401(k) Funds, Retirement Shares, and Target Maturity Funds | en_US |