朝陽科技大學 097學年度第2學期教學大綱
Fund Investment & Management 基金投資與管理

當期課號 1337 Course Number 1337
授課教師 林尚德 Instructor LIN,SHANG DER
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(四日)三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.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%, 3.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 varities of domestic and foreign Mutual Fund's operation models, this course intends to instruct students to manage risk control. Studies include both theories and practices from perspectives of investor as well as Mutual Fund Firm. Finally, practical experiences are enriched through on-site investigation and "simulation-trading".
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