課程名稱 |
投資學 Investment |
開課學期 |
107-2 |
授課對象 |
財務金融學系 |
授課教師 |
邱顯比 |
課號 |
Fin2008 |
課程識別碼 |
703 22600 |
班次 |
01 |
學分 |
3.0 |
全/半年 |
半年 |
必/選修 |
必修 |
上課時間 |
星期二7,8,9(14:20~17:20) |
上課地點 |
管一104 |
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 總人數上限:80人 外系人數限制:30人 |
Ceiba 課程網頁 |
http://ceiba.ntu.edu.tw/1072Fin2008_01 |
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 |
課程大綱
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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. |
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. |
課程要求 |
The students enrolling in this course should have finished the “Economics” course, which is a prerequisite for taking this course. |
預期每週課後學習時數 |
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Office Hours |
另約時間 備註: 寄信到邱顯比教授信箱預約時間chiushnb@ntu.edu.tw |
指定閱讀 |
Essential of Investments, 11/e, by Bodie/ Kane/ Marcus, 2019 |
參考書目 |
待補 |
評量方式 (僅供參考) |
No. |
項目 |
百分比 |
說明 |
1. |
Homework |
20% |
|
2. |
Midterm exam |
40% |
|
3. |
Final exam |
40% |
|
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週次 |
日期 |
單元主題 |
第1週 |
2/19 |
Introduction |
第2週 |
2/26 |
CH2 & 3 Asset Classes and Securities Markets |
第3週 |
3/05 |
CH4 Mutual Funds and Other Investment Companies |
第4週 |
3/12 |
CH5 Risk, Return and the Historical Record |
第5週 |
3/19 |
CH6 Efficient Diversification |
第6週 |
3/26 |
CH7 Capital Asset Pricing and Arbitrage Pricing Theory |
第7週 |
4/02 |
溫書假放假 |
第8週 |
4/09 |
CH8 The Efficient Market Hypothesis |
第9週 |
4/16 |
CH9 Behavioral Finance and Technical Analysis |
第10週 |
4/23 |
Midterm Exam |
第11週 |
4/30 |
CH10 Bond Prices and Yields |
第12週 |
5/07 |
CH11 Managing Bond Portfolios |
第13週 |
5/14 |
CH12 Macroeconomic and Industry Analysis |
第14週 |
5/21 |
CH13 Equity Valuation |
第15週 |
5/28 |
CH18 Evaluating Investment Performance |
第16週 |
6/04 |
Prepare Homework |
第17週 |
6/11 |
CH19 Intertnational Diversification
*6/11 Homework Due |
第18週 |
6/18 |
Final Exam |
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