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課程名稱 |
投資學
Investment |
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開課學期 |
101-2 |
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授課對象 |
會計學系 |
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授課教師 |
莊文議 |
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課號 |
Fin2008 |
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課程識別碼 |
703E22600 |
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班次 |
05 |
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學分 |
3 |
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全/半年 |
半年 |
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必/選修 |
選修 |
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上課時間 |
星期四2,3,4(9:10~12:10) |
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上課地點 |
管二201 |
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備註 |
本課程以英語授課。
限本系所學生(含輔系、雙修生)
總人數上限：60人 |
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Ceiba 課程網頁 |
http://ceiba.ntu.edu.tw/1012_22600 |
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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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為確保您我的權利,請尊重智慧財產權及不得非法影印
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課程概述 |
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. |
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課程目標 |
When students finish this course, they are expected to have a thorough understanding of theoretical issues. With background on basic theoretical skills, students are also expected to be able to link theory to practice. |
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課程要求 |
The students enrolling in this course should have taken the "Economics" before. |
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預期每週課後學習時數 |
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Office Hours |
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指定閱讀 |
Essentials of Investment, 2010, 8th edition, by Bodie, Kane, and Marcus. |
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參考書目 |
Lecture notes in pdf format and solutions to the problem sets of each chapter in Word format are available to be downloaded from the CEIBA. |
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評量方式
(僅供參考) |
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No. |
項目 |
百分比 |
說明 |
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1. |
Midterm exam |
40% |
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2. |
Final exam |
40% |
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3. |
Group project |
15% |
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4. |
Participation |
5% |
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週次 |
日期 |
單元主題 |
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第1週 |
2/21 |
Chapter 1: Investments: Backgroud and Issues |
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第2週 |
2/28 |
Holiday |
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第3週 |
3/07 |
Chapter 2: Asset Classes and Financial Instruments |
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第4週 |
3/14 |
Chapter 3: Securities Markets |
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第5週 |
3/21 |
Chapter 4: Mutual Funds and Other Investment Companies |
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第6週 |
3/28 |
Chapter 5: Risk and Return: Past and Prologue |
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第7週 |
4/04 |
Holiday |
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第9週 |
4/18 |
Midterm Exam |
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第10週 |
4/25 |
Chapter 6: Efficient Diversification |
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第12週 |
5/09 |
Chapter 7: Capital Asset Pricing and Arbitrage Pricing Theory |
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第14週 |
5/23 |
Chapter 13: Equity Valuation |
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第15週 |
5/30 |
Chapter 8:The Efficient Market Hypothesis |
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第16週 |
6/06 |
Project Due Date (6 June) |
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第17週 |
6/13 |
Chapter 9: Behavioral Finance and Technical Analysis |
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第18週 |
6/20 |
Final Exam |
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