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課程名稱 |
投資學導論
Introduction to Investments |
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開課學期 |
107-2 |
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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 |
星期四6,7,8(13:20~16:20) |
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上課地點 |
博理113 |
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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：100人 |
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Ceiba 課程網頁 |
http://ceiba.ntu.edu.tw/1072EE3033_happy |
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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 |
備註： 10:00 am ~ 12:00 pm, Thursday; or by appointment |
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指定閱讀 |
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. |
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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 Exam I |
30% |
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2. |
Midterm Exam II |
45% |
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3. |
Final Exam |
20% |
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4. |
Class Participation |
5% |
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週次 |
日期 |
單元主題 |
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第1週 |
2/21 |
Introduction
Chapter 1: Investments: Background and Issues |
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第2週 |
2/28 |
Holiday |
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第3週 |
3/07 |
Chapter 1: Investments: Background and Issues
Chapter 2: Asset Classes and Financial Instruments |
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第4週 |
3/14 |
Chapter 2: Asset Classes and Financial Instruments
Chapter 3: Securities Markets |
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第5週 |
3/21 |
Chapter 3: Securities Markets
Chapter 4: Mutual Funds and Other Investment Companies |
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第6週 |
3/28 |
Chapter 4: Mutual Funds and Other Investment Companies
Chapter 5: Risk and Return: Past and Prologue |
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第7週 |
4/04 |
Holiday |
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第8週 |
4/11 |
Chapter 5: Risk and Return: Past and Prologue |
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第9週 |
4/18 |
Midterm Exam I |
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第10週 |
4/25 |
Chapter 6: Efficient Diversification |
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第11週 |
5/02 |
Chapter 6: Efficient Diversification
Chapter 7: Capital Asset Pricing and Arbitrage Pricing Theory |
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第12週 |
5/09 |
Chapter 7: Capital Asset Pricing and Arbitrage Pricing Theory |
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第13週 |
5/16 |
Chapter 13: Equity Valuation |
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第14週 |
5/23 |
Chapter 13: Equity Valuation |
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第15週 |
5/30 |
Midterm Exam II |
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第16週 |
6/06 |
Chapter 8: The Efficient Market Hypothesis |
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第17週 |
6/13 |
Chapter 9: Behavioral Finance and Technical Analysis |
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第18週 |
6/20 |
Final Examination |