1690 - 全球財富管理 英授 Taught in English
Global Wealth Management
教育目標 Course Target
This course examines investment and financial issues arising from wealth management activities. The course commences with an introduction of the historical returns and academic theories. It then goes through topics required for the construction of a comprehensive portfolio including the identification of goals and constraints, risk premiums for financial assets, value investing strategies, currency carry strategies, volatility selling strategies, growth and liquidity risk factors, return forecasts and enhancement.
This course exams investment and financial issues arising from wealth management activities. The course commences with an introduction of the historical returns and academic theories. It then goes through topics required for the construction of a comprehensive portfolio including the identification of goals and constraints, risk premiums for financial assets, value investing strategies, currency carrying strategies, volatile selling strategies, growth and liquidity risk factors, return forecasts and enhancement.
參考書目 Reference Books
1.Instructor’s Lecture Notes
2.Expected Returns: An Investor's Guide to Harvesting Market Rewards, 2011, by Antti Ilmanen.
3.The New Value Investing: How to Apply Behavioral Finance to Stock Valuation Techniques and Build a Winning Portfolio, 2015, by Howard, C. Thomas.
4.Behavioral Portfolio Management, 2014, by Howard, C. Thomas.
5.The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets, 2011, by Harold Evensky, Stephen M. Horan, Thomas R. Robinson, and Roger Ibbot
1.Instructor’s Lecture Notes
2.Expected Returns: An Investor's Guide to Harvesting Market Rewards, 2011, by Antti Ilmanen.
3.The New Value Investing: How to Apply Behavioral Finance to Stock Valuation Techniques and Build a Winning Portfolio, 2015, by Howard, C. Thomas.
4.Behavioral Portfolio Management, 2014, by Howard, C. Thomas.
5.The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets, 2011, by Harold Evensky, Stephen M. Horan, Thomas R. Robinson, and Roger Ibbot
評分方式 Grading
| 評分項目 Grading Method |
配分比例 Percentage |
說明 Description |
|---|---|---|
|
Assignments/Participation Assignments/Participation |
30 | |
|
Term Project/ Presentation Term Project/ Presentation |
30 | |
|
Quizzes/Exams Quizzes/Exams |
40 |
授課大綱 Course Plan
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Click the link below to view the detailed course plan
相似課程 Related Courses
無相似課程 No related courses found
課程資訊 Course Information
基本資料 Basic Information
- 課程代碼 Course Code: 1690
- 學分 Credit: 0-3
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上課時間 Course Time:Wednesday/2,3,4[研討室]
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授課教師 Teacher:傅郁芬
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修課班級 Class:共選修3,4 (財金系開)
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選課備註 Memo:英文授課，研討室：M333。適用財金國際專業學程課程。
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