課程名稱 |
投資學導論 Introduction to Investments |
開課學期 |
106-2 |
授課對象 |
電機資訊學院 電機工程學系 |
授課教師 |
莊文議 |
課號 |
EE3033 |
課程識別碼 |
901 34100 |
班次 |
|
學分 |
3.0 |
全/半年 |
半年 |
必/選修 |
選修 |
上課時間 |
星期四2,3,4(9:10~12:10) |
上課地點 |
博理113 |
備註 |
本課程中文授課,使用英文教科書。 總人數上限:100人 |
Ceiba 課程網頁 |
http://ceiba.ntu.edu.tw/1062_happy |
課程簡介影片 |
|
核心能力關聯 |
核心能力與課程規劃關聯圖 |
課程大綱
|
為確保您我的權利,請尊重智慧財產權及不得非法影印
|
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, 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 expected to be able to link theory to practice. |
課程要求 |
NA
|
預期每週課後學習時數 |
|
Office Hours |
備註: NA |
指定閱讀 |
1. Essentials of Investments, 2016, 10th edition, by Bodie, Kane, and Marcus.
2. Lecture notes in the pdf format and solutions to the problem sets and practice questions of each chapter in the Word format are available to be downloaded from the CEIBA (https://ceiba.ntu.edu.tw/1062_happy). |
參考書目 |
NA |
評量方式 (僅供參考) |
No. |
項目 |
百分比 |
說明 |
1. |
Midterm Exam I |
30% |
|
2. |
Midterm Exam II |
45% |
|
3. |
Final Exam |
20% |
|
4. |
Participation |
5% |
|
|
週次 |
日期 |
單元主題 |
第1週 |
3/01 |
Introduction
Chapter 1: Investments: Background and Issues |
第2週 |
3/08 |
Chapter 1: Investments: Background and Issues
Chapter 2: Asset Classes and Financial Instruments |
第3週 |
3/15 |
Chapter 2: Asset Classes and Financial Instruments
Chapter 3: Securities Markets |
第4週 |
3/22 |
Chapter 3: Securities Markets |
第5週 |
3/29 |
Chapter 4: Mutual Funds and Other Investment Companies |
第6週 |
4/05 |
Holiday |
第7週 |
4/12 |
Chapter 5: Risk and Return: Past and Prologue |
第8週 |
4/19 |
Chapter 5: Risk and Return: Past and Prologue |
第9週 |
4/26 |
Midterm Exam I |
第10週 |
5/03 |
Chapter 6: Efficient Diversification |
第11週 |
5/10 |
Chapter 6: Efficient Diversification
Chapter 7: Capital Asset Pricing and Arbitrage Pricing Theory |
第12週 |
5/17 |
Chapter 7: Capital Asset Pricing and Arbitrage Pricing Theory |
第13週 |
5/24 |
Chapter 13: Equity Valuation |
第14週 |
5/31 |
Chapter 13: Equity Valuation |
第15週 |
6/07 |
Midterm Exam II |
第16週 |
6/14 |
Chapter 8: The Efficient Market Hypothesis |
第17週 |
6/21 |
Chapter 9: Behavioral Finance and Technical Analysis |
第18週 |
6/28 |
Final Examination |
|