Importance and performance analysis on the investor’s choice of an offshore mutual fund and a bank channel in Taiwan

Kuan-Mien Hsieh and Frank Pan
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Kuan-Mien Hsieh: Faculty of Finance, Tajen University, Pingtung, Taiwan
Frank Pan: Department of Hospitality, Tajen University, Pingtung, Taiwan

International Journal of Finance & Banking Studies, 2019, vol. 8, issue 3, 01-12

Abstract: Purposes of the current research were conducted among these investors with importance-performance analysis (IPA) to reveal the selection factors of a mutual fund as well as the retailing bank. There were two parts in the questionnaire, first part was drawn from literature to measure funds, and the second part was summarized from several depth interviews based on SERVQUAL with senior investors. 240 valid responses from current fund investors. The factors investor’s preference in evaluating a fund may be different in terms of residence areas and age. Perceived importance of fund selection criteria is not significantly different in terms of gender, education, marriage, and income levels. Test results indicated that “investment performance record”, “management fees” and “additional features” of fund, and the bank’s “sympathy” factors should be the first to be improved. This research helps fund companies and banks in making decision for future marketing strategies.

Keywords: Offshore mutual fund; Importance-performance analysis (IPA); Bank; SERVQUAL; Risk; Return (search for similar items in EconPapers)
Date: 2019
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