| 當期課號 |
3053 |
Course Number |
3053 |
| 授課教師 |
張真卿 |
Instructor |
CHANG,CHEN CHIN |
| 中文課名 |
基金管理 |
Course Name |
Mutual Fund Management |
| 開課單位 |
財務金融系(四進)三A |
Department |
|
| 修習別 |
選修 |
Required/Elective |
Elective |
| 學分數 |
3 |
Credits |
3 |
| 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. |
| 教材 |
1.共同基金投資指南 台灣廣廈出版
2.基金管理補充教材 自編 |
Teaching Materials |
|
| 成績評量方式 |
1.平常成績 30%, 2.期中報告30%, 4.期末考試40% |
Grading |
1. Quizes 30 % 2. Mid-term Report. 30 % 3. Final Exam 40 % |
| 教師網頁 |
|
| 教學內容 |
介紹國內外共同基金的種類與操作模式,並教導學生如何進行風險控管.同時以投資人及基金公司的不同角度,來探討基金管理的理論與實務.最後藉由基金經營實地訪查及基金模擬交易,進一步加強學生的實務經驗. |
Syllabus |
More than introducing varieties of domestic and foreign Mutual Fund's operation model, this course will instruct students to manage risk control. Studies include both Theory and Practice from the perspectives of investor as well as Mutual Fund Company. Finally, practical experiences are stregthened through both on-site ivestigation and "simulation-trading". |