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課程名稱 |
投資學
Investment |
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開課學期 |
105-2 |
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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 |
703 22600 |
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班次 |
06 |
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學分 |
3.0 |
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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 |
星期五2,3,4(9:10~12:10) |
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上課地點 |
管二202 |
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備註 |
本課程中文授課,使用英文教科書。
限本系所學生(含輔系、雙修生)
總人數上限：80人 |
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Ceiba 課程網頁 |
http://ceiba.ntu.edu.tw/1052Fin2008_06 |
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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 finished the “Economics” course, which is a prerequisite for taking this course. |
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預期每週課後學習時數 |
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Office Hours |
備註： 14:30 pm ~ 16:30 pm, Friday; or by appointment |
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指定閱讀 |
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 |
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參考書目 |
Essentials of Investment, 2016, 10th edition, by Bodie, Kane, and Marcus |
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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 Examination I |
30% |
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2. |
Midterm Examination II |
50% |
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3. |
Final Examination |
20% |
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週次 |
日期 |
單元主題 |
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第1週 |
2/24 |
Chapter 1: Investments: Background and Issues |
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第2週 |
3/03 |
Chapter 2: Asset Classes and Financial Instruments |
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第3週 |
3/10 |
Chapter 3: Securities Markets |
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第4週 |
3/17 |
Chapter 4: Mutual Funds and Other Investment Companies |
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第5週 |
3/24 |
Chapter 5: Risk and Return: Past and Prologue |
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第6週 |
3/31 |
Chapter 5: Risk and Return: Past and Prologue |
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第7週 |
4/07 |
Chapter 6: Efficient Diversification |
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第8週 |
4/14 |
Midterm Exam I |
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第9週 |
4/21 |
Chapter 6: Efficient Diversification |
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第10週 |
4/28 |
Chapter 7: Capital Asset Pricing and Arbitrage Pricing Theory |
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第11週 |
5/05 |
Chapter 7: Capital Asset Pricing and Arbitrage Pricing Theory |
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第12週 |
5/12 |
Chapter 13: Equity Valuation |
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第13週 |
5/19 |
Chapter 13: Equity Valuation |
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第14週 |
5/26 |
Midterm Exam II |
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第15週 |
6/02 |
Chapter 8: The Efficient Market Hypothesis |
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第16週 |
6/09 |
Chapter 8: The Efficient Market Hypothesis
Chapter 9: Behavioral Finance and Technical Analysis |
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第17週 |
6/16 |
Chapter 9: Behavioral Finance and Technical Analysis |
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第18週 |
6/23 |
Final Examination |
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