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1Academic Journal
المؤلفون: 王志誠
المساهمون: 法律系
وصف الملف: 280 bytes; text/html
Relation: 月旦法學教室 217 2020.11[民109.11] 頁35-41; http://ir.lib.pccu.edu.tw//handle/987654321/49404; http://ir.lib.pccu.edu.tw/bitstream/987654321/49404/2/index.html
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2Dissertation/ Thesis
المؤلفون: 劉宜芝, LIU, YI-CHIH
المساهمون: 周冠男, Chou, Robin K.
وصف الملف: 6953211 bytes; application/pdf
Relation: 一、中文文獻: 1.我國投資型保險商品發展介紹 – 壽險公會,http://www.lia-roc.org.tw/index03/Invest.pdf 2.人身保險業辦理專設帳簿資產全權委託自律規範 3.國泰人壽新飛翔人生變額年金保險(甲型)條款 4.洪瑞霙(2016),壽險業類全委保單的演進與策略分析,國立政治大學經營管理碩士學程(EMBA)論文 5.彭秀瑛(2017),保險業類全委帳戶績效實證研究,國立高雄應用科技大學金融系金融資訊碩士在職專班 二、中文期刊: 1.李雪雯(2015),吸金魅力超過千億元—一次搞懂 類全委保單結構,今週刊,2015/4/20,https://ssur.cc/LRTNMyZHn 三、相關網站: 1.【理財專題】獨家調查!一兆資金慘套 戳破類全委保單月配神話,https://ssur.cc/c5CHRSeuc 四、附錄: 附錄1.類全委帳戶彙整表(還原撥回),截至2022年8月底; G0110932150; https://nccur.lib.nccu.edu.tw//handle/140.119/149519; https://nccur.lib.nccu.edu.tw/bitstream/140.119/149519/1/215001.pdf
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3Dissertation/ Thesis
المؤلفون: 劉芷蓁, Liu, Zhi-Zhen
المساهمون: 財務金融系, 陳建宏, Chen, Chien-Hung
مصطلحات موضوعية: 類全委投資型保單, 退休規劃, DISC人格類型, Discretionary Investment-oriented Policy, Retirement Planning, DISC Personality Type
وصف الملف: 1004705 bytes; application/pdf
Relation: 111CYUT0304011; http://ir.lib.cyut.edu.tw:8080/handle/310901800/42498; http://ir.lib.cyut.edu.tw:8080/bitstream/310901800/42498/1/111CYUT0304011-004.pdf
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4Dissertation/ Thesis
المؤلفون: 張健哲, Chang, Chien-Che
المساهمون: 保險金融管理系, 張婉玲, Chang, Wan-Ling
مصطلحات موضوعية: 投資型保單, 品牌形象, 顧客滿意度, 再購意願, Investment-Oriented Insurance Product, Brand Image, Customer Satisfaction, Repurchase Intention
وصف الملف: 1088219 bytes; application/pdf
Relation: 111CYUT0218026; http://ir.lib.cyut.edu.tw:8080/handle/310901800/42486; http://ir.lib.cyut.edu.tw:8080/bitstream/310901800/42486/1/111CYUT0218026-002.pdf
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5
المصدر: 経営力創成研究 = Journal of creative management. 5:115-123
مصطلحات موضوعية: indirect_type_investment, corporate_venture_capital, Investment_purpose, トウシ_モクテキ, コーポレート_ベンチャー_キャピタル, direct_type_investment, 投資_目的, チョクセツ_トウシガタ, カンセツ_トウシガタ, 間接_投資型, 直接_投資型
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6
المصدر: 経営力創成研究 = Journal of creative management. 3(1):27-35
مصطلحات موضوعية: indirect_type_investment, corporate_venture_capital, コーポレート_ベンチャー_キャピタル, corporate_venture, direct_type_investment, チョクセツ_トウシガタ, カンセツ_トウシガタ, 間接_投資型, コーポレート_ベンチャー, 直接_投資型
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7Academic Journal
المؤلفون: 皮佳佳
المساهمون: 北京大学哲学系
المصدر: 知网
Relation: 创作与评论. 2016, 6-12+5.; 1941122; http://hdl.handle.net/20.500.11897/486164
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8Academic Journal
المؤلفون: 朱宝玲
المساهمون: 北京大学法学院
المصدر: 知网 ; 万方 ; http://d.g.wanfangdata.com.cn/Periodical_fzysh201526039.aspx
Relation: 法制与社会.2015,(26),82-87.; 1351707; http://hdl.handle.net/20.500.11897/426132
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9Conference
المؤلفون: 張金鶚
المساهمون: 中華民國住宅學會, 國立政治大學地政學系
مصطلحات موضوعية: 投資型購屋者
Relation: 中華民國住宅學會第十七屆年會學術研討會論文集; https://nccur.lib.nccu.edu.tw//handle/140.119/40575
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10Academic Journal
المؤلفون: 郭俊芳
Relation: 商业时代,2014,(3):130-131; SYJJ201403049; http://dspace.xmu.edu.cn/handle/2288/100381
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11Academic Journal
المؤلفون: 黃吉立
المساهمون: 資訊管理系
وصف الملف: 41275 bytes; application/pdf
Relation: 第103-114頁; http://120.106.11.159/ir/handle/310997200/13131; http://120.106.11.159/ir/bitstream/310997200/13131/1/0005.pdf
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12Academic Journal
المساهمون: 法律系, 風管系
مصطلحات موضوعية: 投資型保單, 公平交易法, 資訊揭露, 金融消費者保護法, 財團法人爭議處理機構, 金融服務業法, Investment policy, Fair trade act, Duty of disclosure, Financial consumer portection act, The financial industry disputes resolution centre, Financial service act
وصف الملف: application/
Relation: 公平交易季刊,21(1),109-052; http://nccur.lib.nccu.edu.tw//handle/140.119/7628; http://nccur.lib.nccu.edu.tw/bitstream/140.119/7628/1/109-152.pdf
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13Academic Journal
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14Dissertation/ Thesis
المؤلفون: 張書榕, Chang, Shu-Jung
المساهمون: 黃泓智, Huang, Hong-Chih
مصطلحات موضوعية: 動態避險, 勞退新制下保證利率, 附保證投資型商品評價, 附保證投資型商品避險
Relation: 1. Alonso-García, J., Wood, O., & Ziveyi, J. (2018). Pricing and hedging guaranteed minimum withdrawal benefits under a general Lévy framework using the COS method. Quantitative Finance, 18(6), 1049-1075. doi:10.1080/14697688.2017.1357832\n\n2. Bacinello, A. R., & Ortu, F. (1994). Single and periodic premiums for guaranteed equity-linked life insurance under interest-rate risk: The “Lognormal+ Vasicek” Case. In Financial Modelling (pp. 1-25): Springer.\n\n3. Black, F., & Scholes, M. (1973). The Pricing of Options and Corporate Liabilities. Journal of Political Economy, 81(3), 637-654. Retrieved from www.jstor.org/stable/1831029\n\n4. Boyle, P. P., & Hardy, M. R. (1997). Reserving for maturity guarantees: Two approaches. Insurance: Mathematics and Economics, 21(2), 113-127. doi:https://doi.org/10.1016/S0167-6687(97)00026-7\n\n5. Carr, P., Ellis, K., & Gupta, V. (1999). Static hedging of exotic options. Paper presented at the Quantitative Analysis In Financial Markets: Collected Papers of the New York University Mathematical Finance Seminar.\n\n6. Carr, P., & Wu, L. (2002). Static hedging of standard options.\n\n7. Dai, M., Kuen Kwok, Y., & Zong, J. (2008). GUARANTEED MINIMUM WITHDRAWAL BENEFIT IN VARIABLE ANNUITIES. Mathematical Finance, 18(4), 595-611. doi:10.1111/j.1467-9965.2008.00349.x\n\n8. Dai, T.-S., Yang, S. S., & Liu, L.-C. (2015). Pricing guaranteed minimum/lifetime withdrawal benefits with various provisions under investment, interest rate and mortality risks. Insurance: Mathematics and Economics, 64, 364-379. doi:https://doi.org/10.1016/j.insmatheco.2015.04.003\n\n9. Duffie, D., & Kan, R. (1996). A YIELD-FACTOR MODEL OF INTEREST RATES. Mathematical Finance, 6(4), 379-406. doi:10.1111/j.1467-9965.1996.tb00123.x\n\n10. Hardy, M. (2003). Investment guarantees: modeling and risk management for equity-linked life insurance (Vol. 215): John Wiley & Sons.\n\n11. Hardy, M. R. (2000). Hedging and Reserving for Single-Premium Segregated Fund Contracts. North American Actuarial Journal, 4(2), 63-74. doi:10.1080/10920277.2000.10595903\n\n12. Persson, S.-A., & Aase, K. K. (1997). Valuation of the Minimum Guaranteed Return Embedded in Life Insurance Products. The Journal of Risk and Insurance, 64(4), 599-617. doi:10.2307/253888\n\n13. Vasicek, O. (1977). An equilibrium characterization of the term structure. Journal of Financial Economics, 5(2), 177-188. doi:https://doi.org/10.1016/0304-405X(77)90016-2\n\n14. Vellekoop, M. H., Vd Kamp, A. A., & Post, B. A. (2006). Pricing and hedging guaranteed returns on mix funds. Insurance: Mathematics and Economics, 38(3), 585-598. doi:https://doi.org/10.1016/j.insmatheco.2005.12.003\n\n15. Yang, S. S., & Dai, T.-S. (2013). A flexible tree for evaluating guaranteed minimum withdrawal benefits under deferred life annuity contracts with various provisions. Insurance: Mathematics and Economics, 52(2), 231-242. doi:https://doi.org/10.1016/j.insmatheco.2012.12.005\n\n16. Yang, S. S., Yueh, M.-L., & Tang, C.-H. (2008). Valuation of the interest rate guarantee embedded in defined contribution pension plans. Insurance: Mathematics and Economics, 42(3), 920-934. doi:10.1016/j.insmatheco.2007.10.012; G0107358014; https://nccur.lib.nccu.edu.tw//handle/140.119/131008
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15Academic Journal
المؤلفون: 王国军
المساهمون: 北京大学中国保险与社会保障研究中心
المصدر: 知网
Relation: 商界(评论).2010,(03),83-84.; 925591; http://hdl.handle.net/20.500.11897/179475
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16Dissertation/ Thesis
المؤلفون: 何紹輔, Ho, Shao-Fu
المساهمون: 高階管理碩士在職專班(EMBA), 顏盟峯, Yen, Meng-Feng
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17Dissertation/ Thesis
المؤلفون: 湯詠皓, Tang, Yung-Hao
المساهمون: 楊曉文
مصطلحات موضوعية: 動態 Factor Copula模型, 關聯結構, 蒙地卡羅情境模擬, 附保證投資型商品, 時間序列模型, Dynamic Factor Copula, Copula, Monte Carlo Simulation, GMXB, Time Series Model
وصف الملف: 2039014 bytes; application/pdf
Relation: [1]Ang, A., & Chen, J. (2002). Asymmetric correlations of equity portfoli-os. Journal of financial Economics, 63(3), 443-494.\n[2]Andersson, M., Krylova, E., & Vähämaa, S. (2008). Why does the correlation between stock and bond returns vary over time?. Applied Financial Econom-ics, 18(2), 139-151.\n[3]Alonso-García, J., Wood, O., & Ziveyi, J. (2018). Pricing and hedging guaran-teed minimum withdrawal benefits under a general Lévy framework using the COS method. Quantitative Finance, 18(6), 1049-1075.\n[4]Brennan, M. J., & Schwartz, E. S. (1976). The pricing of equity-linked life in-surance policies with an asset value guarantee. Journal of Financial Economics, 3(3), 195-213.\n[5]Bollerslev, T. (1986). Generalized autoregressive conditional heteroskedastici-ty. Journal of econometrics, 31(3), 307-327.\n[6]Connolly, R., Stivers, C., & Sun, L. (2005). Stock market uncertainty and the stock-bond return relation. Journal of Financial and Quantitative Analysis, 161-194.\n[7]Creal, D., Koopman, S. J., & Lucas, A. (2013). Generalized autoregressive score models with applications. Journal of Applied Econometrics, 28(5), 777-795.\n[8]Dai, M., Kuen Kwok, Y., & Zong, J. (2008). Guaranteed minimum withdrawal benefit in variable annuities. Mathematical Finance: An International Journal of Mathematics, Statistics and Financial Economics, 18(4), 595-611.\n[9]Erb, C. B., Harvey, C. R., & Viskanta, T. E. (1994). Forecasting international equity correlations. Financial analysts journal, 50(6), 32-45.\n[10]Engle, R. (2002). Dynamic conditional correlation: A simple class of multivari-ate generalized autoregressive conditional heteroskedasticity models. Journal of Business & Economic Statistics, 20(3), 339-350.\n[11]Jondeau, E., & Rockinger, M. (2006). The copula-garch model of conditional dependencies: An international stock market application. Journal of interna-tional money and finance, 25(5), 827-853.\n[12]Longin, F., & Solnik, B. (2001). Extreme correlation of international equity markets. The journal of finance, 56(2), 649-676.\n[13]Meneguzzo, D., & Vecchiato, W. (2004). Copula sensitivity in collateralized debt obligations and basket default swaps. Journal of Futures Markets: Futures, Options, and Other Derivative Products, 24(1), 37-70.\n[14]Oh, D. H., & Patton, A. J. (2017). Modeling dependence in high dimensions with factor copulas. Journal of Business & Economic Statistics, 35(1), 139-154.\n[15]Oh, D. H., & Patton, A. J. (2018). Time-varying systemic risk: Evidence from a dynamic copula model of cds spreads. Journal of Business & Economic Statis-tics, 36(2), 181-195.\n[16]Patton, A. J. (2004). On the out-of-sample importance of skewness and asym-metric dependence for asset allocation. Journal of Financial Econometrics, 2(1), 130-168.\n[17]Patton, A. J. (2006). Modelling asymmetric exchange rate dependence. Inter-national economic review, 47(2), 527-556.\n[18]Riccetti, L. (2010). The use of copulas in asset allocation: when and how a cop-ula model can be useful. LAP LAMBERT Academic Publishing.\n[19]Schönbucher, P. J., & Schubert, D. (2001). Copula-dependent default risk in in-tensity models. In Working paper, Department of Statistics, Bonn University.; G0108352010; https://nccur.lib.nccu.edu.tw//handle/140.119/135939; https://nccur.lib.nccu.edu.tw/bitstream/140.119/135939/1/201001.pdf
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18Dissertation/ Thesis
المؤلفون: 唐玲, TANG, LING
المساهمون: 財務金融學系財務管理碩士班, 賴丞坡, LAI, CHENG-PO
مصطلحات موضوعية: 投資型保單, 基金績效, 聰明錢, Investment policy, Fund performance, Smart Money
وصف الملف: 611942 bytes; application/pdf
Relation: http://nhuir.nhu.edu.tw/handle/987654321/28829; http://nhuir.nhu.edu.tw/bitstream/987654321/28829/1/109NHU00304022-001.pdf; http://nhuir.nhu.edu.tw/bitstream/987654321/28829/-1/index.html
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19Dissertation/ Thesis
المؤلفون: 陳佳波, CHEN, CHIA-PO
المساهمون: 財務金融系, 張阜民, CHANG, FU-MIN
مصطلحات موضوعية: 變額萬能壽險, 投資型保險, 購買意願, 認知, flexible premium variable life, investment insurance, purchasing intentions, perceptions
وصف الملف: 1549155 bytes; application/pdf
Relation: 109CYUT0304002; http://ir.lib.cyut.edu.tw:8080/handle/310901800/39414; http://ir.lib.cyut.edu.tw:8080/bitstream/310901800/39414/1/109CYUT0304002-002.pdf
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20Report
المؤلفون: 清水 健太
مصطلحات موضوعية: Corporate_Venture_Capital, Investment_purpose, indirect_type_investment, direct_type_investment, コーポレート_ベンチャー_キャピタル, 投資_目的, トウシ_モクテキ, 間接_投資型, カンセツ_トウシガタ, 直接_投資型, チョクセツ_トウシガタ
Relation: https://toyo.repo.nii.ac.jp/?action=repository_uri&item_id=3356; http://id.nii.ac.jp/1060/00003333/; 経営力創成研究 = Journal of creative management, (5), 115-123(2009-03); https://toyo.repo.nii.ac.jp/?action=repository_action_common_download&item_id=3356&item_no=1&attribute_id=22&file_no=1