Outsourcing Decision Analysis for Fund Accounting Operations - A Case Study of Foreign Asset Management Company in Taiwan

碩士 === 東吳大學 === 企業管理學系 === 100 === Existing outsourcing studies focused on manufacturing and information technology service functions. Little research has been done regarding how asset management companies should formulate their outsourcing strategy starting from asking “what functions should be out...

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Bibliographic Details
Main Authors: Chia-Ling Liao, 廖家翎
Other Authors: Jei-Zheng Wu
Format: Others
Language:zh-TW
Published: 2012
Online Access:http://ndltd.ncl.edu.tw/handle/07132508577999074734
Description
Summary:碩士 === 東吳大學 === 企業管理學系 === 100 === Existing outsourcing studies focused on manufacturing and information technology service functions. Little research has been done regarding how asset management companies should formulate their outsourcing strategy starting from asking “what functions should be outsourced.” Focused on Taiwanese security investment trust enterprises, this study aims to develop an integrated decision analysis framework to assist in assessing what functions could be outsourced, what outsourcing candidates should be proposed and selected, what criteria are needed for evaluation, and how to derive a final decision. The proposed framework integrates the design structure matrix, DEMATEL-based analytic network process (DANP) through a questionnaire survey to meet the outsourcing objectives of a case company. The result shows that the design structure matrix can help the case company plan to identify fund accounting operations. This study also priorities the importance of 16 criteria for fund accounting outsourcing as the reasonable price, strategy fits, human resource management status, system stability, system R&D capabilities, crisis management capability, financial condition, profitability, business security, flexibility, professionalism and accuracy, the quality of employees and service experience, coordination, relationship, recommendations from others, and the size of the outsourcee. Four strategic alternatives are identified through outsourcing landscape analysis and interviews including transactional outsourcing, strategic outsourcing, transformational outsourcing, and in-house organization of basic business process. Following the proposed integrated outsourcing decision analysis framework, transformational outsourcing is the recommended for the case company. The demonstration and illustration in this study can serve as a reference for asset management companies who are considering restructure their business processes.