FIN 7021
Prof. Hsien-Chan Ho
Investments Management
Fall 2012

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

I. Text Book :
Bodie, Kane, and Marcus, Investments and Portfolio Management, 9th ed., 2011. (Hwa Tai Publishing., 2162-1217 ext 501.502)

II. Course Schedule
9/12 Ch.1 The Investment Environment & Ch.2 Asset Classes and Financial Instruments
9/19 Ch.3 How Securities are Traded & Ch.4 Mutual Funds and Other Investment Companies
9/26 Ch. 7 Optimal Risky Portfolios
10/3 Ch.8 Index Models
10/10 National Holiday
10/17 Ch. 9 The Capital Asset Pricing Model
10/24 Ch.10 Arbitrage Pricing Theory and Multifactor Models of Risk and Return
10/31 Ch11 The Efficient Market Hypothesis
11/7 Ch.14 Bond Prices and Yields
11/14 Ch.16 Managing Bond Portfolios
* 11/21 Mid-term Exam.
11/28 Ch 17 Options Markets: Introduction
12/5 Ch.18 Options Valuation
12/12 Ch.19 Futures Markets
12/19 Ch.20 Futures, Swaps, and Risk Management
12/26 Ch.24 Portfolio Performance Evaluation
* 1/2/2013 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.