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Investigation of financial Marketing strategy and financial assets of households

Research Project

Project/Area Number 24530543
Research Category

Grant-in-Aid for Scientific Research (C)

Allocation TypeMulti-year Fund
Section一般
Research Field Commerce
Research InstitutionUniversity of Marketing and Distribution Sciences

Principal Investigator

YAMASHITA Takako  流通科学大学, 商学部, 教授 (70309491)

Project Period (FY) 2012-04-01 – 2015-03-31
Project Status Completed (Fiscal Year 2014)
Budget Amount *help
¥4,940,000 (Direct Cost: ¥3,800,000、Indirect Cost: ¥1,140,000)
Fiscal Year 2014: ¥1,430,000 (Direct Cost: ¥1,100,000、Indirect Cost: ¥330,000)
Fiscal Year 2013: ¥1,430,000 (Direct Cost: ¥1,100,000、Indirect Cost: ¥330,000)
Fiscal Year 2012: ¥2,080,000 (Direct Cost: ¥1,600,000、Indirect Cost: ¥480,000)
Keywords金融マーケティング / 金融リテラシー / 金融資産選択 / 米国家計 / コウホート分析 / 金融資産選択行動
Outline of Final Research Achievements

This research reviewed the concept of financial literacy with comparison of financial literacy level between Japan and other countries. Searching for a clue to transform the financial behavior, it was suggested that the Japanese asset management varies greatly depending on the extent of the habit of financial behavior.

Report

(4 results)
  • 2014 Annual Research Report   Final Research Report ( PDF )
  • 2013 Research-status Report
  • 2012 Research-status Report

Research Products

(4 results)

All 2015 2014 2013 Other

All Journal Article (3 results) (of which Open Access: 1 results,  Acknowledgement Compliant: 1 results) Remarks (1 results)

  • [Journal Article] 金融リテラシー概念の変容2015

    • Author(s)
      山下貴子
    • Journal Title

      流通科学大学論集(経済・経営編)

      Volume: 27(2) Pages: 83-95

    • NAID

      120005550657

    • Related Report
      2014 Annual Research Report
    • Open Access / Acknowledgement Compliant
  • [Journal Article] リーマン・ショック後の米国家計金融資産選択行動2014

    • Author(s)
      山下貴子・中村隆
    • Journal Title

      流通科学大学リサーチレター

      Volume: No.19 Pages: 1-21

    • Related Report
      2013 Research-status Report
  • [Journal Article] 家計のポートフォリオ選択の動向2013

    • Author(s)
      山下貴子・中村 隆
    • Journal Title

      流通科学大学論集-流通・経営編

      Volume: 第25巻第2号 Pages: 49-61

    • NAID

      120005327939

    • Related Report
      2012 Research-status Report
  • [Remarks] 家計のポートフォリオ選択の動向

    • URL

      http://www.umds.ac.jp/faculty/ryukabooks/ronsyu/documents/049-061yamashitatakakosensei.pdf

    • Related Report
      2012 Research-status Report

URL: 

Published: 2013-05-31   Modified: 2019-07-29  

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