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2011 Fiscal Year Final Research Report

Can Japanese Households Changed the Preference from Savings to Investment: Between the Marketing Strategy and Consumer Financial Portfolio Selection

Research Project

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Project/Area Number 21530452
Research Category

Grant-in-Aid for Scientific Research (C)

Allocation TypeSingle-year Grants
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) 2009 – 2011
Keywords金融マーケティング・金融資産選択 / コウホート分析
Research Abstract

In this paper, we clarified the characteristics of choice behavior of Japanese household financial products from the five points of view. That is,(1) Definition of financial services marketing,(2) Marketing analysis of the impact in behavioral changes which financial institutions bring to the consumers,(3) Analysis of the impact on the financial portfolio selection in the composition of period-age-cohort structure using Bayesian Cohort analysis,(4) Comparison of financial portfolio selection between Japan and the United States,(5) Analysis of impact in negative events such as Lehman-shock on consumers.

Research Products

(4 results)

All 2011 2010

All Journal Article (1 results) (of which Peer Reviewed: 1 results) Presentation (2 results) Book (1 results)

  • [Journal Article] リーマン・ショック後の金融資産選択行動2010

    • Author(s)
      山下貴子
    • Journal Title

      ファイナンシャル・プランニング研究

      Volume: No.11 Pages: 1-38

    • Peer Reviewed
  • [Presentation] リーマン・ショック後の金融資産選択行動2010

    • Author(s)
      山下貴子
    • Organizer
      日本FP学会
    • Year and Date
      2010-09-04
  • [Presentation] ベイズ型コウホート分析を用いた家計の金融資産選択行動分析の日米比較2010

    • Author(s)
      山下貴子、中村隆
    • Organizer
      日本FP学会
    • Year and Date
      2010-09-04
  • [Book] 金融行動のダイナミクス-少子高齢化と流通革命-2011

    • Author(s)
      山下貴子
    • Total Pages
      215
    • Publisher
      千倉書房

URL: 

Published: 2013-07-31  

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