機器人理財（Robo Advisor）是全球金融科技（Fintech）的核心之一，機器人理財運用演算法，透過大數據及計量模型，依據使用者之風險屬性提供投資建議，可由程式自動下單並進行自動化投資組合服務。投資人尋求機器人理財服務可以分成兩個階段，首先是透過程式或數據分析了解客戶特性與風險取向（KYC），接著則是設定目標條件，將交易策略轉換成演算法，並了解投資組合的調整機制。Robo Advisor is one of the core of Fintech in the world. Robo Advisor uses algorithms to provide investment suggestions based on the risk attributes of users through large data and quantitative models. Programs can automatically place orders and perform automatic investment combination services. Investors seeking robot financial services can be divided into two stages. First, they understand customer characteristics and risk orientation (KYC) through program or data analysis, and then set target conditions, convert trading strategies into algorithms, and understand the adjustment mechanism of investment combinations.
教師講義及指定參考教材
Teacher's explanation and designated reference materials
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| 上課出席、參與互動、分組作業及課堂討論表現上課出席、參與互動、分組作業及課堂討論表現 Presentation, participation and interaction, sub-assembly and class discussions |
70 | |
| 小組分組報告小組分組報告 Group sub-group report |
30 |
