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課程名稱 |
投資學導論
Introduction to Investments |
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開課學期 |
110-1 |
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授課對象 |
電機資訊學院 電機工程學系 |
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授課教師 |
莊文議 |
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課號 |
EE3033 |
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課程識別碼 |
901 34100 |
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班次 |
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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 |
星期二6,7,8(13:20~16:20) |
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上課地點 |
電二229 |
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備註 |
本課程中文授課,使用英文教科書。
總人數上限：80人 |
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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 course covers the important centerpieces of modern investment theory, including securities markets, portfolio theory, capital asset pricing and arbitrage pricing theory, efficient markets hypothesis, and security analysis. |
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課程目標 |
When students finish this course, they are expected to gain a thorough understanding of theoretical issues. With background on basic theoretical skills, students are expected to be able to link theory to practice. |
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課程要求 |
It is suggested that students are familiar with using a financial calculator. |
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預期每週課後學習時數 |
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Office Hours |
每週二 10:00~11:00 備註： If you are not able to stop by the instructor's office at office hours, make an appointment with the instructor via e-mail. |
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指定閱讀 |
Lecture notes |
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參考書目 |
Essentials of Investments, 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 |
30% |
Chapters 1 to 5 |
2. |
Final Examination |
30% |
Chapters 6 to 9 and 13 |
3. |
Term Report |
35% |
The content of the term report is associated with what you observe about investors’ (e.g., yourself or your parent) behavior in the stock market, with the pages falling between 2 and 3. We will discuss more details of the term report in the class. You can turn in the term report by e-mail during the period from the 9th week to the 17th week. |
4. |
Participation |
5% |
Note that violating the following classroom rules leads to the reduction of your participation grade: chat, nod, eating, using cellular phone, and any epidemic prevention regulations. If you have any questions as to what we are discussing, please feel free to raise your hand. Note that the instructor will not reply the e-mail without signature. |
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週次 |
日期 |
單元主題 |
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第1週 |
9/28 |
Chapter 1: Investments: Background and Issues |
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第2週 |
10/05 |
Chapter 2: Asset Classes and Financial Instruments |
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第3週 |
10/12 |
Chapter 3: Securities Markets |
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第4週 |
10/19 |
Chapter 3: Securities Markets
Chapter 4: Mutual Funds and Other Investment Companies |
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第5週 |
10/26 |
Chapter 5: Risk and Return: Past and Prologue |
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第6週 |
11/02 |
Chapter 5: Risk and Return: Past and Prologue |
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第7週 |
11/09 |
Chapter 6: Efficient Diversification |
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第8週 |
11/16 |
Midterm Examination |
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第9週 |
11/23 |
Chapter 6: Efficient Diversification |
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第10週 |
11/30 |
Chapter 7: Capital Asset Pricing and Arbitrage Pricing Theory |
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第11週 |
12/07 |
Chapter 7: Capital Asset Pricing and Arbitrage Pricing Theory |
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第12週 |
12/14 |
Chapter 13: Equity Valuation |
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第13週 |
12/21 |
Chapter 13: Equity Valuation |
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第14週 |
12/28 |
Chapter 8: The Efficient Market Hypothesis |
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第15週 |
01/04 |
Chapter 9: Behavioral Finance and Technical Analysis |
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第16週 |
01/11 |
Final Examination |
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第17週 |
01/18 |
Term Report |
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