Hsien-Chan Ho Investments Spring 2011

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

I. Text Book:
Bodie, Kane, and Marcus, Investments, 8th ed., 2009. (Hwa Tai Publishing., 2162-1217)

II. Course Schedule
2/23 Ch.1 The Investment Environment & Ch.2 Asset Classes and Financial Instruments
3/2 Ch.3 How Securities are Traded & Ch.4 Mutual Funds and Other Investment Companies
3/9 Ch. 7 Optimal Risky Portfolios
3/16 Ch.8 Index Models
3/23 Ch. 9 The Capital Asset Pricing Model
3/30 Ch.10 Arbitrage Pricing Theory and Multifactor Models of Risk and Return
4/6 Holiday
4/13 Ch.11 The Efficient Market Hypothesis
* 4/20 Mid-term Exam.
4/27 Ch.14 Bond Prices and Yields
5/4 Ch.15 The Term Structure of Interest Rates & Ch.16 Managing Bond Portfolios
5/11 Ch.20 Options Markets: Introduction
5/18 Ch.21 Options Valuation
5/25 Ch.22 Futures Markets
6/1 Ch.23 Futures, Swaps, and Risk Management
6/8 Ch.24 Portfolio Performance Evaluation
* 6/15 Final Exam.


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



IV. Notes
1. Students are expected to attend all the class meetings. No make-up Exams.
2. The course syllabus provides a general plan for the course; deviations may be necessary.