課程名稱 |
投資學導論 Introduction to Investments |
開課學期 |
109-1 |
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 |
星期二6,7,8(13:20~16:20) |
上課地點 |
電二229 |
備註 |
本課程中文授課,使用英文教科書。 總人數上限:80人 |
Ceiba 課程網頁 |
http://ceiba.ntu.edu.tw/1091EE3033_happy |
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 course covers the important centerpieces of modern investment theory, including securities markets, portfolio theory, capital asset pricing and arbitrage pricing theories, efficient markets hypothesis, and security analysis. |
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. |
課程要求 |
It is suggested that you are familiar with using a financial calculator, and use it when taking the examination. |
預期每週課後學習時數 |
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Office Hours |
每週二 10:00~11:00 |
指定閱讀 |
Lecture notes of each chapter |
參考書目 |
Essentials of Investments, 2016, 10th edition, by Bodie, Kane, and Marcus. |
評量方式 (僅供參考) |
No. |
項目 |
百分比 |
說明 |
1. |
Midterm Examination I |
30% |
|
2. |
Midterm Examination II |
45% |
|
3. |
Final Examination |
20% |
|
4. |
Participation |
5% |
|
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週次 |
日期 |
單元主題 |
第1週 |
9/15 |
Introduction
Chapter 1: Investments: Background and Issues
|
第2週 |
9/22 |
Chapter 1: Investments: Background and Issues
Chapter 2: Asset Classes and Financial Instruments |
第3週 |
9/29 |
Chapter 2: Asset Classes and Financial Instruments
Chapter 3: Securities Markets |
第4週 |
10/06 |
Chapter 3: Securities Markets
Chapter 4: Mutual Funds and Other Investment Companies |
第5週 |
10/13 |
Chapter 4: Mutual Funds and Other Investment Companies
Chapter 5: Risk and Return: Past and Prologue |
第6週 |
10/20 |
Chapter 5: Risk and Return: Past and Prologue
|
第7週 |
10/27 |
Chapter 5: Risk and Return: Past and Prologue
|
第8週 |
11/03 |
Midterm Examination I |
第9週 |
11/10 |
Chapter 6: Efficient Diversification |
第10週 |
11/17 |
Chapter 6: Efficient Diversification
Chapter 7: Capital Asset Pricing and Arbitrage Pricing Theory |
第11週 |
11/24 |
Chapter 7: Capital Asset Pricing and Arbitrage Pricing Theory |
第12週 |
12/01 |
Chapter 13: Equity Valuation |
第13週 |
12/08 |
Chapter 13: Equity Valuation |
第14週 |
12/15 |
Midterm Examination II |
第15週 |
12/22 |
Chapter 8: The Efficient Market Hypothesis |
第16週 |
12/29 |
Chapter 8: The Efficient Market Hypothesis
Chapter 9: Behavioral Finance and Technical Analysis |
第17週 |
1/05 |
Chapter 9: Behavioral Finance and Technical Analysis |
第18週 |
1/12 |
Final Examination |
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