指數化投資的本質為將投資策略規則化，並把資訊量化為可重複執行、可驗證的決策流程(其系統化的簡單操作機制使其又被稱為被動式投資)。本課程帶領學生深入理解指數化投資的運作機制、策略設計與其在現代金融體系中的重要性；同時透過實作訓練，指導學生從零設計並編制自創指數，將個人投資心法系統化為可落實的投資策略。
Index investing is fundamentally about transforming investment ideas into rules—quantifying information into a repeatable, testable decision process (Because it is typically implemented in a rules-based manner, it is often known as passive investing.). This course explores the multifaceted world of index investing, covering its mechanics, strategy design, and significance within the broader financial ecosystem. Students will gain both conceptual foundations and hands-on experience, including designing and constructing their own indices, thereby systematizing their investment philosophies into implementable, rule-based strategies.