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課程名稱 |
投資學
Investment |
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開課學期 |
110-1 |
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授課對象 |
管理學院 財務金融學系 |
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授課教師 |
何耕宇 |
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課號 |
Fin2008 |
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課程識別碼 |
703 22600 |
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班次 |
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學分 |
3.0 |
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全/半年 |
半年 |
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必/選修 |
必修 |
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上課時間 |
星期二2,3,4(9:10~12:10) |
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上課地點 |
管一103 |
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備註 |
本課程中文授課,使用英文教科書。
限學士班二年級以上 且 限本系所學生(含輔系、雙修生)
總人數上限：80人 |
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Ceiba 課程網頁 |
http://ceiba.ntu.edu.tw/1101Fin2008_INV |
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課程簡介影片 |
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核心能力關聯 |
核心能力與課程規劃關聯圖 |
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課程大綱
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課程概述 |
This course is an undergraduate level investments course. It is designed to provide a framework for understanding the modern investment theory and practice. The contents of this course cover financial markets, portfolio theory, asset pricing models, market efficiency and behavioral finance, bond and equity valuation, investment performance evaluation, financial derivatives, and other special topics. |
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課程目標 |
This course is an undergraduate level investments course. It is designed to provide a framework for understanding the modern investment theory and practice. The contents of this course cover financial markets, portfolio theory, asset pricing models, market efficiency and behavioral finance, bond and equity valuation, investment performance evaluation, financial derivatives, and other special topics. |
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課程要求 |
1. Mid-Term Exam (40%).
2. Final Exam (50%).
3. Class Discussion and Participation (10%). |
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預期每週課後學習時數 |
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Office Hours |
另約時間 |
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指定閱讀 |
1. Bodie, Kane, and Marcus, 2021, Essentials of Investments, 12th ed., McGraw Hill.
2. Lecture Notes. |
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參考書目 |
N/A |
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評量方式
(僅供參考) |
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週次 |
日期 |
單元主題 |
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第2週 |
9/28 |
Introduction |
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第3週 |
10/5 |
Asset Classes and Financial Instruments |
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第4週 |
10/12 |
Mutual Funds and Other Investment Companies |
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第5週 |
10/19 |
Securities Markets |
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第6週 |
10/26 |
Risk, Return, and the Historical Record |
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第7週 |
11/2 |
Efficient Diversification |
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第8週 |
11/9 |
Capital Asset Pricing and Arbitrage Pricing Theory |
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第9週 |
11/16 |
Mid-Term Exam |
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第10週 |
11/23 |
The Efficient Market Hypothesis |
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第11週 |
11/30 |
Behavioral Finance and Technical Analysis |
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第12週 |
12/7 |
Bond Prices and Yields |
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第13週 |
12/14 |
Macroeconomics and Industry Analysis |
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第14週 |
12/21 |
Equity Valuation |
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第15週 |
12/28 |
Evaluating Investment Performance |
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第16週 |
1/4 |
Options Markets |
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第17週 |
1/11 |
Final Exam |
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