當期課號 | 3177 | Course Number | 3177 |
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授課教師 | 羅烈明 | Instructor | LO,LIEH MING |
中文課名 | 基金投資與管理 | Course Name | Fund Investment & Management |
開課單位 | 保險金融管理系(四進)五A | Department | |
修習別 | 選修 | Required/Elective | Elective |
學分數 | 2 | Credits | 2 |
課程目標 | 1. 使學生了解共同基金市場架構,包含基金商品種類、設計原理、行銷策略等。 2. 使學生能熟悉基金投資與市場行情 3. 使學生具保險金融從業人員之專業態度 4. 可做為學生未來進修之基礎 |
Objectives | 1. Enabling students mutual fund market structure including types of products, design principle and marketing strategies. 2. Enabling studentsto be familiar with fund investment and market current prices. 3. Enabling students to have professional attitudes in insurance and finance industry. 4. Serving as studentsfoundation on future study. |
教材 | 未定 | Teaching Materials | |
成績評量方式 | 期中報告 30% 期末考試 20% 期末報告 40% 平時成績 10% |
Grading | term report 30% term exam. 20% final report 40% participation 10% |
教師網頁 | lmluo@mail.cyut.edu.tw | ||
教學內容 | 1. 各類基金介紹 2. 投資組合理論與應用 3. 傳統金融商品之介紹 4. 各類衍生性金融商品之介紹 5. 財務避險操作與策略 6. 基金績效評估與指標 |
Syllabus | 1. Introduction to different kinds of mutual fund. 2. Portfolio theory. 3. Tranditional securities. 4. Derivatives. 5. Financial hedge strateges. 6. Performance evaluation for mutual fund. |