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Marketing mutual funds (unit trusts) in Hong Kong.

by Lee Kwong-Wang, Lo Pui Kwong. / Thesis (M.B.A.)--Chinese University of Hong Kong, 1998. / Includes bibliographical references (leaves 70-71). / ABSTRACT --- p.ii / TABLE OF CONTENTS --- p.iv / LIST OF TABLES --- p.vi / Chapter / Chapter I. --- INTRODUCTION --- p.1 / Statement of the Problem --- p.1 / Report Structure --- p.3 / Methodology --- p.4 / Chapter II. --- DEMOGRAPHICS --- p.6 / Findings --- p.6 / Retail Participation in Investment --- p.6 / Characteristics of Investors --- p.6 / Monthly Household Expenditure --- p.8 / Growth Trend of Income and Expenditure --- p.8 / Summary --- p.10 / Chapter III. --- MUTUAL FUND MARKET IN HONG KONG --- p.12 / Market Statistics --- p.12 / Comparison of Fund Assets and Stock Market Capitalization --- p.17 / Comparison of Selling Activities . --- p.19 / Chapter IV. --- INVESTOR BEHAVIOR AND ATTITUDES --- p.22 / Findings --- p.22 / Preference of Investment Instruments --- p.22 / Risk Level of Different Investment Tools . --- p.23 / Expected Return of Investors --- p.23 / Transaction Costs and Convenience Level . --- p.24 / Summary --- p.25 / Chapter V. --- MARKETING PERSPECTIVES --- p.27 / Products --- p.27 / Capital Appreciation --- p.27 / Investment Protection --- p.28 / Saving --- p.31 / Price --- p.32 / Promotion --- p.35 / Code of Mutual Funds --- p.35 / Promotion Means --- p.35 / Place --- p.37 / Chapter VI. --- DO MUTUAL FUNDS BEAT THE MARKET? CAN THEY WEATHER THE STORM? . --- p.40 / Chapter VII. --- THE IMPACT OF MANDATORY PROVIDENT FUND --- p.47 / Background --- p.47 / Scheme Details --- p.48 / Potential Impacts --- p.49 / Investment Portfolio --- p.50 / Investment Strategy --- p.51 / Increase of Capital Expenditure and Service Personnel --- p.52 / Conclusion --- p.53 / Chapter VII. --- CONCLUSION --- p.55 / Recommendations --- p.57 / APPENDIX --- p.59 / BIBLIOGRAPHY --- p.70

Identiferoai:union.ndltd.org:cuhk.edu.hk/oai:cuhk-dr:cuhk_322125
Date January 1998
ContributorsLee, Kwong-Wang., Lo, Pui Kwong., Chinese University of Hong Kong Graduate School. Division of Business Administration.
Source SetsThe Chinese University of Hong Kong
LanguageEnglish
Detected LanguageEnglish
TypeText, bibliography
Formatprint, vi, 71 leaves : ill. ; 30 cm.
CoverageChina, Hong Kong
RightsUse of this resource is governed by the terms and conditions of the Creative Commons “Attribution-NonCommercial-NoDerivatives 4.0 International” License (http://creativecommons.org/licenses/by-nc-nd/4.0/)

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