6014 - 資產管理專案研究

Asset Management Projec

教育目標 Course Target

ㄧ、資產管理實務運作,與實際專案分析討論 ( Ongoing Case Study )。
二、實際提供國內資產管理公司解決方案 (Solutions) — 受訪資產管理業者將提供優秀方案者獎助學金。
三、 掌握市場脈動,及資產管理未來趨勢。
四、培育亞洲資產管理專業人才(配合亞洲資產管理中心—國家政策)

■ 課程目標及內涵
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,並實際進行企業轉型參與,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: 實際進行企業轉型參與 ( Ongoing Case Study ) 。
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

1. Asset management practical operations, and ongoing Case Study.
2. Integrated provision of solutions for domestic asset management companies (Solutions) — Visited asset management practitioners will provide excellent program awards.
3. Master the future trends of market trends and asset management.
4. Cultivate professional talents in Asia's asset management (cooperate with the Asian Asset Management Center-National Policy)

■ Course objectives and connotations
The course arrangement mainly involves asset management practice experience, and provides various aspects such as market challenges, product strategies, general analysis and utilization, investment and asset allocation, private equity (PE Fund) investment, ESG and responsible investment, personal investment and financial management, etc., so that students can fully understand the actual operation model of the industry management industry and conduct enterprise transformation participation, so as to cultivate more talents with professional asset management and enhance their competitive position.

■ Course Features:
1. The course content includes: In practice of enterprise transformation participation (Ongoing Case Study).
2. The courses are mostly conducted in group discussion.
3. Arrange speeches and exchanges among experts in the asset management industry
4. During the course period, visits to Taiwan asset management practitioners

參考書目 Reference Books

教師自編講義

Teacher's self-editor

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)
30
期末考成績(或期末報告)
Final exam results (or final report)
50
出席和課堂表現成績
Attendance and class performance achievements
20
自主學習
Independent learning
5 加分題

授課大綱 Course Plan

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課程資訊 Course Information

基本資料 Basic Information

  • 課程代碼 Course Code: 6014
  • 學分 Credit: 3-0
  • 上課時間 Course Time:
    Thursday/2,3,4[M122]
  • 授課教師 Teacher:
    張錫
  • 修課班級 Class:
    財金碩1,2
  • 選課備註 Memo:
    人工選課
選課狀態 Enrollment Status

目前選課人數 Current Enrollment: 44 人

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