課程名稱 |
投資學 INVESTMENT |
開課學期 |
98-2 |
授課對象 |
會計學系 |
授課教師 |
莊文議 |
課號 |
Fin2008 |
課程識別碼 |
703E22600 |
班次 |
05 |
學分 |
3 |
全/半年 |
半年 |
必/選修 |
選修 |
上課時間 |
星期三2,3,4(9:10~12:10) |
上課地點 |
管二301 |
備註 |
本課程以英語授課。先修科目:經濟學甲。 限本系所學生(含輔系、雙修生) 總人數上限:100人 |
Ceiba 課程網頁 |
http://ceiba.ntu.edu.tw/982Investments_05 |
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 taken Economics. |
預期每週課後學習時數 |
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Office Hours |
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指定閱讀 |
1.Essentials of Investment, 2008, 7th edition, by Bodie, Kane, and Marcus.
2.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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參考書目 |
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評量方式 (僅供參考) |
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週次 |
日期 |
單元主題 |
Week 2 |
3/03 |
Chapter 1 Investments: Background and Issues |
Week 3 |
3/10 |
Chapter 2 Asset Classes and Financial Instruments |
Week 4 |
3/17 |
Chapter 3 Securities Markets |
Week 5 |
3/24 |
Chapter 3 Securities Markets |
Week 6 |
3/31 |
Chapter 4 Mutual Funds and Other Investment Companies |
Week 7 |
4/07 |
Holiday |
Week 8 |
4/14 |
Chapter 5 Risk and Return: Past and Prologue |
Week 9 |
4/21 |
Chapter 6 Efficient Diversification |
Week 10 |
4/28 |
Midterm Exam (Chapters 1~5) |
Week 11 |
5/05 |
Chapter 6 Efficient Diversification |
Week 12 |
5/12 |
Chapter 7 Capital Asset Pricing and Arbitrage Pricing Theory |
Week 13 |
5/19 |
Chapter 8 The Efficient Market Hypothesis |
Week 14 |
5/26 |
Chapter 8 The Efficient Market Hypothesis |
Week 16 |
6/09 |
Chapter 13 Equity Valuation |
Week 17 |
6/16 |
Holiday |
Week 18 |
06/23 |
Final Exam |
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