課程目標 |
了解共同基金市場架構,基金商品種類、設計原理、行銷策略,並分析基金經理人操作管理基金的各種策略運作,進而研究影響共同基金市場行情的因素。本課程亦針對基金公司展業人員如何面對投資人,如何促銷,重點介紹基金的行銷實務。 |
Objectives |
This course will guide students toward understanding of mutual fund market related knowledge . It will cover the concept of mutual fund market structure and instruments , advanced operation knowhow and investment strategy about open-end type fund 、 closed-end type fund and international funds . Selected homework and exercise include term-paper presentation and Taiwan mutual fund market study. |