105年第2學期-1690 全球財富管理 課程資訊

評分方式

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

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.

基本資料

選修課，學分數：0-3
上課時間：三/2,3,4[研討室]
修課班級：共選修3,4 (財金系開)
修課年級：年級以上
選課備註：英文授課，研討室：M333。適用財金國際專業學程課程。

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