| 當期課號 |
1148 |
Course Number |
1148 |
| 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(二日)四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 |
1. 投資革命, 財訊出版社
2. 基金管理, 智勝文化 |
Teaching Materials |
|
| 成績評量方式 |
投資模擬 40%
專題報告 30%
平時成績 30% |
Grading |
investment simulation 40%
report 30%
participation 30% |
| 教師網頁 |
|
| 教學內容 |
1.回顧並探討重要的投資哲學思想與技術
2.實際投資模擬
3.基金商品介紹
4.基金績效評估 |
Syllabus |
1. reviewing and studing of classical investment thinking and art.
2. investment simulations
3. introduction of mutual fund product types
4. evaluation of mutual fund performance |