| 當期課號 |
1233 |
Course Number |
1233 |
| 授課教師 |
許維智 |
Instructor |
Hsu,Wei Chih |
| 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)二B |
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 |
自編講義與課外教材 |
Teaching Materials |
loose-leaf materials issued and Fund company teaching material to students |
| 成績評量方式 |
期中考30%
期末考30%
平常課程參與40% |
Grading |
medi-term 30% final 30% ,particpation and presentation 40% |
| 教師網頁 |
|
| 教學內容 |
1.資產管理的概念
2.共同基金
3.基金投資組合管理
4.實務專題 |
Syllabus |
1.Asset management concept
2.Mutual fund
3.Fund investment profolio management
4.Practice topic |