| 當期課號 |
1123 |
Course Number |
1123 |
| 授課教師 |
莊耿忠 |
Instructor |
, |
| 中文課名 |
基金管理 |
Course Name |
Mutual Fund Management |
| 開課單位 |
財務金融系(四日)四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 |
基金管理
雙葉書廊
陳登源、巫慧燕、黃建勝合著
ISBN：978-986-7433-831 |
Teaching Materials |
Fund Management
Yehyeh Bookstore Publish
ISBN：978-986-7433-831 |
| 成績評量方式 |
平時成績40%
期中成績30%
期末成績30% |
Grading |
Quiz & homework 40%
Midterm 30%
Final 30% |
| 教師網頁 |
|
| 教學內容 |
壹、認識基金
貳、共同基金的分類
參、共同基金的投資策略管理與客戶服務
肆、基金的績效評估與基金的選擇
伍、退休金制度與退休基金的經營管理 |
Syllabus |
1.Introductory of fund
2.Kinds of fund
3.Investment stratergy and customers services
4.Fund Evaluates and chooses
5.Pension system and Management |