The Study of the Optimized Personal Asset Allocation Mode

• Main Authors: Chu, Hao-Hsuan, 朱浩軒
• Other Authors: Hsu, Chen-Yi
• Format: Others
• Language: zh-TW
• Published: 2011
• Online Access: http://ndltd.ncl.edu.tw/handle/40682022216638736190

碩士 === 開南大學 === 國際企業學系 === 99 === The study wants to find the evaluating criteria of asset allocation by literature review. Using DEMATEL and ANP to get the relationship and relative importance between the dimensions and criteria. Then uses VIKOR to get each cases solutions. And add investor model designed by Bailard, Biethl, Kaiser (1987) to the analyzing process helping understand the psychology characteristics of investors. The goal is to find out the concept of asset allocation in public. Provide the relative information to investors as a reference. We hope to help investors find a customized portfolio. By analyzing the meaning behind the data, we can get some inspiration. First of all, the investing attitude, the concept of asset allocation and the choice of portfolio all have influence to each other. It also closely related to the personal attributes of individual investors. So that we could get it done on invest by analyzing all possibly effected factors carefully and knowing the true thinking ourselves and brining positive impact to financial and investment management.