This class covers the important centerpieces of modern investment theory, including securities markets, portfolio theory, capital asset pricing and arbitrage pricing theory, efficient markets hypothesis, security analysis, and debt and derivative markets.
FIN 2008-05
Prof. Hsien-Chan Ho Investments Spring 2012

Office: College of Management Building II, Room 1011
Tel.:3366-1074

I.Text Book :
Bodie, Kane, and Marcus, Essentials of Investments, 8th ed., 2010. (Tunghua Publishing., 2331-7856)

II. Course Schedule
2/23 Ch.1 The Investments & Ch.2 Asset Classes and Financial Instruments
3/1 Ch.3 Securities Martkets
3/8 Ch.4 Mutual Funds and Other Investment Companies
3/15 Ch.6 Efficient Diversification
3/22 Ch. 7 Capital Asset Pricing and Arbitrage Pricing Theory
3/29 Ch. 7 Capital Asset Pricing and Arbitrage Pricing Theory
4/5 Holiday
4/12 Ch8 The Efficient Market Hypothesis
* 4/19 Mid-term Exam.
4/26 Ch.10 Bond Prices and Yields
5/3 Ch.11 Managing Bond Portfolios
5/10 Ch.15 Options Markets
5/17 Ch.16 Options Valuation
5/24 Ch.17 Futures Markets and Risk Management
5/31 Ch. 17 Futures Markets and Risk Management
6/7 Ch.18 Portfolio Performance Evaluation
* 6/14 Final Exam.


III. Evaluation:
Mid-term Exam 50%
Final Exam 50%
Total 100%



IV. Notes
1. This class is for students who did not take Investment course before.
2. Students are expected to attend all the class meetings. No make-up Exams.
3. The course syllabus provides a general plan for the course; deviations may be necessary.