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Research on Ohmi Merchants as Risk Managers

Research Project

Project/Area Number 16K03837
Research Category

Grant-in-Aid for Scientific Research (C)

Allocation TypeMulti-year Fund
Section一般
Research Field Management
Research InstitutionKwansei Gakuin University

Principal Investigator

MAEDA Yuji  関西学院大学, 経営戦略研究科, 教授 (70456747)

Co-Investigator(Kenkyū-buntansha) 上村 雅洋  和歌山大学, 産業連携イノベーションセンター, 名誉教授 (00151837)
酒井 泰弘  滋賀大学, 経済学部, 名誉教授 (40093760)
曽根 秀一  静岡文化芸術大学, 文化政策学部, 准教授 (70634575)
Research Collaborator SCORDIS Nicos  
Project Period (FY) 2016-04-01 – 2019-03-31
Project Status Completed (Fiscal Year 2018)
Budget Amount *help
¥4,420,000 (Direct Cost: ¥3,400,000、Indirect Cost: ¥1,020,000)
Fiscal Year 2018: ¥1,300,000 (Direct Cost: ¥1,000,000、Indirect Cost: ¥300,000)
Fiscal Year 2017: ¥1,430,000 (Direct Cost: ¥1,100,000、Indirect Cost: ¥330,000)
Fiscal Year 2016: ¥1,690,000 (Direct Cost: ¥1,300,000、Indirect Cost: ¥390,000)
Keywordsリスクマネジャー / 近江商人 / リスクマネジメント / 保険 / リバプール商人 / アラブ商人 / リスク / リスク管理 / 経営学
Outline of Final Research Achievements

Ohmi Merchants had a particular role of connecting and developing the regional economies of both in consumption cities and production cities in Japan, the role similar to Arabian Merchants and Liverpool Merchants in the same time periods. Transportation of goods by sea shipment had high risk of losing people and damaging goods during transportation because the wind driven wooden boats were susceptible to tidal waves on sea. Subject to this risk, Ohmi Merchants decided to diversify the risk by changing the routes of shipment and also forming the system of "Risk Pooling" so that the merchants were mutually helping for the loss of damage. This is very different from the Arabian Merchants and Liverpool Merchants who developed a system in which the risks are transferred to general people as insurance underwriters.
The risk pooling system developed by Ohmi Merchants had big influence on the insurance system in Japan.

Academic Significance and Societal Importance of the Research Achievements

本研究目的を達成するために、リスクマネジメント論、リスク経済論、保険論、経営論、近江商人経営論など従来型縦割り体制ではなく、横断的な研究体制で課題達成を試みた点で学術的意義は大きい。
本研究成果の一つに、近江商人と現在の保険との歴史的なつながりを解明することができた点がある。近江商人と同時代のアラブ商人、リバプール商人のリスクマネジメントの役割について解明できたことは学術的に大きな貢献である。二つめは、近江商人のような起業経営者によるリスクへの対応を探求することで現在のリスクマネジメントの課題への解答に示唆を与えることができたと考えている。

Report

(4 results)
  • 2018 Annual Research Report   Final Research Report ( PDF )
  • 2017 Research-status Report
  • 2016 Research-status Report
  • Research Products

    (30 results)

All 2019 2018 2017 2016

All Journal Article (14 results) (of which Peer Reviewed: 4 results,  Open Access: 3 results,  Acknowledgement Compliant: 7 results) Presentation (12 results) (of which Int'l Joint Research: 2 results,  Invited: 5 results) Book (4 results)

  • [Journal Article] 企業のリスクマネジメント及び存続に関する準備的研究ー老舗江州系企業を事例に2019

    • Author(s)
      曽根秀一
    • Journal Title

      彦根論叢

      Volume: 419 Pages: 118-131

    • Related Report
      2018 Annual Research Report
  • [Journal Article] Liverpool Merchants versus Ohmi Merchants: How and Why They Dealt with Risk and Insurance Differently2018

    • Author(s)
      Yasuhiro Sakai
    • Journal Title

      Asia Pacific Journal of Regional Science

      Volume: 2 Pages: 15-33

    • NAID

      40021568509

    • Related Report
      2018 Annual Research Report
    • Peer Reviewed
  • [Journal Article] 紀州藩家老三浦家文書(24)-江戸出府日記・御用番留帳2018

    • Author(s)
      上村雅洋
    • Journal Title

      和歌山大学紀州経済史文化史研究所紀要

      Volume: 39 Pages: 97-123

    • Related Report
      2018 Annual Research Report
  • [Journal Article] A Risk Economic Approach to Nuclear Power Generation: Are We Really "Strong in the Rain?"2018

    • Author(s)
      Yasuhiro Sakai
    • Journal Title

      The Hikone Ronso

      Volume: 415 Pages: 176-189

    • NAID

      40021549082

    • Related Report
      2017 Research-status Report
  • [Journal Article] Frank H. Knight on Market Thinking: Reflections on the Logic and Ethics of the Capitalist Economy2017

    • Author(s)
      Yasuhiro Sakai
    • Journal Title

      The Hikone Ronso

      Volume: 413 Pages: 32-46

    • NAID

      120006349684

    • Related Report
      2017 Research-status Report
  • [Journal Article] Liverpool Merchants versus Ohmi Merchants: How and Why They Dealt with Risk and Insurance Differently2017

    • Author(s)
      Yasuhiro Sakai
    • Journal Title

      Asia Pacific Journal of Regional Science

      Volume: 30 Pages: 1-20

    • NAID

      40021568509

    • Related Report
      2017 Research-status Report
    • Peer Reviewed / Open Access
  • [Journal Article] 紀州藩家老三浦家文書(23)2017

    • Author(s)
      上村雅洋
    • Journal Title

      紀州衛材史文化史研究所紀要

      Volume: 38 Pages: 93-112

    • Related Report
      2017 Research-status Report
  • [Journal Article] Information Exchanges among Firms and Their Welfare2016

    • Author(s)
      Yasuhiro Sakai
    • Journal Title

      Hikone Ronso

      Volume: 409 Pages: 34-47

    • Related Report
      2016 Research-status Report
    • Acknowledgement Compliant
  • [Journal Article] Liverpool Merchants versus Ohmi merchants: How and Why2016

    • Author(s)
      Yasuhiro Sakai
    • Journal Title

      CRR Discussion Paper No. A-19

      Volume: A-19 Pages: 1-25

    • Related Report
      2016 Research-status Report
    • Acknowledgement Compliant
  • [Journal Article] Frank H. Knight on Market Thinking: Reflections on the Logic2016

    • Author(s)
      Yasuhiro Sakai
    • Journal Title

      CRR Discussion Paper No. A-22

      Volume: A-22 Pages: 1-28

    • Related Report
      2016 Research-status Report
    • Acknowledgement Compliant
  • [Journal Article] 老舗企業研究の変遷にかんする準備的研究ー家訓、家憲を中心にー2016

    • Author(s)
      曽根秀一
    • Journal Title

      静岡文化芸術大学研究紀要

      Volume: 17 Pages: 39-46

    • NAID

      120006250180

    • Related Report
      2016 Research-status Report
    • Acknowledgement Compliant
  • [Journal Article] リスクマネジャーによるキャプティブドミサイルの選択2016

    • Author(s)
      前田祐治
    • Journal Title

      ビジネス&アカウンティングレビュー

      Volume: 18 Pages: 1-18

    • NAID

      120005998480

    • Related Report
      2016 Research-status Report
    • Acknowledgement Compliant
  • [Journal Article] J.M. Keynes versus F.H. Knight on Uncertainty: Reflections on2016

    • Author(s)
      Yasuhiro Sakai
    • Journal Title

      Evolutionary and Institutional Economics Review

      Volume: 13 Pages: 1-21

    • Related Report
      2016 Research-status Report
    • Peer Reviewed / Open Access / Acknowledgement Compliant
  • [Journal Article] On Environmental Risk Management: the Interactions of2016

    • Author(s)
      Yasuhiro Sakai
    • Journal Title

      Socioeconomic Environmental Policies and

      Volume: 10 Pages: 429-445

    • Related Report
      2016 Research-status Report
    • Peer Reviewed / Open Access / Acknowledgement Compliant
  • [Presentation] 日米における企業リスクマネジメントの違い2019

    • Author(s)
      前田祐治
    • Organizer
      日本保険学会関西部会
    • Related Report
      2018 Annual Research Report
  • [Presentation] Liverpool Merchants versus Ohmi Merchants: How and Why They Dealt with Risk and Insurance Differently2019

    • Author(s)
      Yasuhiro Sakai
    • Organizer
      Tsukuba International Conference
    • Related Report
      2018 Annual Research Report
    • Int'l Joint Research
  • [Presentation] 100年企業を中心に長生きする企業の条件2018

    • Author(s)
      曽根秀一
    • Organizer
      東京中小企業家同友会多摩協議会総会
    • Related Report
      2018 Annual Research Report
  • [Presentation] リスクと不確実性の経済学: 現状と課題2017

    • Author(s)
      酒井泰弘
    • Organizer
      進化経済学会記念講演
    • Place of Presentation
      京都大学(京都府京都市)
    • Year and Date
      2017-03-16
    • Related Report
      2016 Research-status Report
    • Invited
  • [Presentation] リスクと不確実性の経済学:現状と課題2017

    • Author(s)
      酒井泰弘
    • Organizer
      進化経済学会
    • Related Report
      2017 Research-status Report
    • Invited
  • [Presentation] ケインズ対ナイト:「不確実性の時代」をどう捉えたらのか2017

    • Author(s)
      酒井泰弘
    • Organizer
      経済経営学会
    • Related Report
      2017 Research-status Report
    • Invited
  • [Presentation] The Effect of CSR Announcement on Long-Life Business2017

    • Author(s)
      Hidekazu Sone
    • Organizer
      Innovative Mobile and Internet Services Institute
    • Related Report
      2017 Research-status Report
    • Int'l Joint Research
  • [Presentation] 近江商人系企業の存続リスクに関する調査研究:寿命30年説を考える2017

    • Author(s)
      曽根秀一
    • Organizer
      第三十回日本リスク研究学会年次大会
    • Related Report
      2017 Research-status Report
  • [Presentation] リスクの経済学の研究と教育: 現状と課題を考える2016

    • Author(s)
      酒井泰弘
    • Organizer
      2016年度研究教育記念講演
    • Place of Presentation
      兵庫県立大学(兵庫県神戸市)
    • Year and Date
      2016-11-16
    • Related Report
      2016 Research-status Report
    • Invited
  • [Presentation] ファミリーアントレプレナーシップにおける存続優先のガバナンス2016

    • Author(s)
      曽根秀一
    • Organizer
      ファミリービジネス学会
    • Place of Presentation
      甲南大学(兵庫県神戸市)
    • Year and Date
      2016-09-10
    • Related Report
      2016 Research-status Report
  • [Presentation] J.M. Keynes versus F.H. Knight : How to Deal with Risk, Probability and2016

    • Author(s)
      Yasuhiro Sakai
    • Organizer
      International Keynes Conference 2016
    • Place of Presentation
      一橋大学(東京都国立市)
    • Year and Date
      2016-09-07
    • Related Report
      2016 Research-status Report
    • Invited
  • [Presentation] 存続優先のファミリーアントレプレナーシップのプロセス2016

    • Author(s)
      曽根秀一
    • Organizer
      組織学会年次大会
    • Place of Presentation
      兵庫県立大学(兵庫県神戸市)
    • Year and Date
      2016-06-12
    • Related Report
      2016 Research-status Report
  • [Book] 老舗企業の存続メカニズムー宮大工企業のビジネスシステム2019

    • Author(s)
      曽根秀一
    • Total Pages
      255
    • Publisher
      中央経済社
    • Related Report
      2018 Annual Research Report
  • [Book] J.M. Keynes versus F.H. Knight: Risk, Probability and Uncertainty2019

    • Author(s)
      Yasuhiro Sakai
    • Total Pages
      197
    • Publisher
      Springer Japan
    • Related Report
      2018 Annual Research Report
  • [Book] リスク学事典2018

    • Author(s)
      酒井泰弘
    • Total Pages
      200
    • Publisher
      丸善株式会社
    • Related Report
      2017 Research-status Report
  • [Book] Innovation Culture in a Family Business2018

    • Author(s)
      Hidekazu Sone and Lam Jose
    • Total Pages
      250
    • Publisher
      Bloomsbury Publishing
    • Related Report
      2017 Research-status Report

URL: 

Published: 2016-04-21   Modified: 2020-03-30  

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