105年第2學期-1690 全球財富管理 課程資訊

9/27起之上課方式

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Teams 連結清單

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評分方式

評分項目 配分比例 說明
Assignments/Participation 30
Term Project/ Presentation 30
Quizzes/Exams 40

選課分析

本課程名額為 35人,已有19 人選讀,尚餘名額16人。

授課教師

傅郁芬

教育目標

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.

課程資訊

參考書目

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