1529 - 機器人理財

Robo Advisor

教育目標 Course Target

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 cores of global financial technology (Fintech). Robo Advisor uses algorithms, big data and measurement models to provide investment advice based on the user's risk attributes. The program can automatically place orders and provide automated investment portfolio services. Investors seeking robot financial management services can be divided into two stages. The first is to understand customer characteristics and risk orientation (KYC) through procedures or data analysis, and then to set target conditions, convert trading strategies into algorithms, and understand the adjustment mechanism of the investment portfolio.

參考書目 Reference Books

教師講義及指定參考教材

Teacher handouts and designated reference materials

評分方式 Grading

評分項目
Grading Method
配分比例
Percentage
說明
Description
上課出席、參與互動、分組作業及課堂討論表現
Performance in class attendance, participation in interactions, group assignments and class discussions
70
小組分組報告
Group breakout report
30

授課大綱 Course Plan

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相似課程 Related Courses

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課程資訊 Course Information

基本資料 Basic Information

  • 課程代碼 Course Code: 1529
  • 學分 Credit: 0-2
  • 上課時間 Course Time:
    Saturday/3,4[M232]
  • 授課教師 Teacher:
    陳昭君/陳志彥/陳敏宏
  • 修課班級 Class:
    財金系1-4
  • 選課備註 Memo:
    部分週次上整天,依老師公告
選課狀態 Enrollment Status

目前選課人數 Current Enrollment: 31 人

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