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課程名稱 |
投資學
Investment |
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開課學期 |
100-2 |
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授課對象 |
財務金融學系 |
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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 |
02 |
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學分 |
3 |
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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 |
星期四6,7,8(13:20~16:20) |
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上課地點 |
管二301 |
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備註 |
本課程以英語授課。先修科目：經濟學甲。
限學士班二年級以上
總人數上限：100人 |
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Ceiba 課程網頁 |
http://ceiba.ntu.edu.tw/1002investments |
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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 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 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 and practice questions of each chapter in Word format are available to be downloaded from the CEIBA (https://ceiba.ntu.edu.tw/1002_investments). |
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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 |
2/23 |
Chapter 1: Investments: Background and Issues |
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第2週 |
3/01 |
Chapter 2: Asset Classes and Financial Instruments |
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第3週 |
3/08 |
Chapter 3: Securities Markets //
Group Formation Due Date |
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第4週 |
3/15 |
Chapter 4: Mutual Funds and Other Investment Companies |
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第5週 |
3/22 |
Chapter 5: Risk and Return: Past and Prologue |
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第6週 |
3/29 |
Chapter 6: Efficient Diversification |
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第7週 |
4/05 |
Holiday |
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第9週 |
4/19 |
Midterm Exam: Chapters 1~5 |
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第10週 |
4/26 |
Chapter 7: Capital Asset Pricing and Arbitrage Pricing Theory |
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第11週 |
5/03 |
Chapter 8: The Efficient Market Hypothesis |
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第12週 |
5/10 |
Chapter 9: Behavioral Finance and Technical Analysis |
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第13週 |
5/17 |
Project Due |
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第15週 |
5/31 |
Chapter 13: Equity Valuation |
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第16週 |
6/07 |
Chapter 12: Macroeconomic and Industry Analysis |
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第18週 |
6/21 |
Final Exam |
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