1523 - 資產管理實務

Asset Management Practice

教育目標 Course Target

課程安排主要從資產管理實務經驗，針對各個面向如：市場挑戰、產品策略、總經分析與運用、投資與資產配置、私募股權(PE Fund)投資，ESG與責任投資，個人投資理財實務等，讓學生能充分瞭解產管理產業的實際運作模式，藉此培養更多具資產管理專業的人才，提升職場競爭力。

■課程特色 :
1.課程內容包含: 「資產配置與投資實務」、「市場趨勢與產品策略發展」、「ETF與PE Fund 實務」
2.課程多以分組討論方式進行。
3.安排資產管理業界專家演講與交流
4.課程期間會安排參訪台灣資產管理業者

The course arrangement mainly focuses on practical experience in asset management and focuses on various aspects such as: market challenges, product strategies, general analysis and application, investment and asset allocation, private equity (PE Fund) investment, ESG and responsible investment, personal investment and financial management practices, etc., so that students can fully understand the actual operating model of the asset management industry, thereby cultivating more talents with asset management majors and enhancing their competitiveness in the workplace.

■Course Features:
1. Course content includes: "Asset Allocation and Investment Practice", "Market Trends and Product Strategy Development", "ETF and PE Fund Practice"
2. Courses are mostly conducted in group discussions.
3. Arrange speeches and exchanges with experts in the asset management industry
4. During the course, visits to Taiwanese asset management companies will be arranged

參考書目 Reference Books

自編教材講義

Self-compiled teaching materials and handouts

評分方式 Grading

評分項目
Grading Method		 配分比例
Percentage		 說明
Description
期中考成績(或期中報告)
Midterm exam results (or midterm report)
 35
期末考成績(或期末報告)
Final exam results (or final report)
 45
出席和課堂表現成績
Attendance and Class Performance Grades
 20
自主學習
independent learning
 5 加分題
模擬投資績效
Simulated investment performance
 5 加分題

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: 1523
  • 學分 Credit: 3-0
  • 上課時間 Course Time:
    Thursday/6,7,8[M240]
  • 授課教師 Teacher:
    張錫
  • 修課班級 Class:
    財金系3,4
  • 選課備註 Memo:
    人工選課
選課狀態 Enrollment Status
目前選課人數 Current Enrollment: 30 人
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