當期課號 |
1397 |
Course Number |
1397 |
授課教師 |
類惠貞 |
Instructor |
LEY,HUEN JEAN |
中文課名 |
投資策略與管理 |
Course Name |
Investment Strategies and Management |
開課單位 |
財務金融系(四日)三A |
Department |
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修習別 |
選修 |
Required/Elective |
Elective |
學分數 |
3 |
Credits |
3 |
課程目標 |
本課程旨在培養學生對於投資組合的分析與管理能力,並且協助學生進行投資決策與績效評估。本課程之主要內容如下: 1.投資程序與管理 2.認識風險與報酬 3.股票與債券市場 4.效率市場 5.基本分析與技術分析 6.投資組合管理 7績效評估 |
Objectives |
Approaches to Valuation/Risk and Return--Theory/Estimation of Discount Rates/Understanding Financial Statements/Estimation of Cashflows/Estimation of Growth Rates/Market Efficiency--Definition and Tests/Market Efficiency--The Evidence Dividend Discount Models/Free Cashflows to Equity Discount Models/Valuing a Firm--The Free Cashflows to the Firm Approach Special Cases in Discounted Cashflow Valuation/Price-Earnings Multiples/Price-Book Value Multiples/Price-Sales Multiples. |
教材 |
教師準備教材授課,並與學生進行問題研討及定期測驗。 |
Teaching Materials |
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成績評量方式 |
作業30%,平常成績10%,期中考30%, 期末考30% |
Grading |
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教師網頁 |
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教學內容 |
如教學進度 |
Syllabus |
Approaches to Valuation/Risk and Return--Theory/Estimation of Discount Rates/Understanding Financial Statements/Estimation of Cashflows/Estimation of Growth Rates/Market Efficiency--Definition and Tests/Market Efficiency--The Evidence Dividend Discount Models/Free Cashflows to Equity Discount Models/Valuing a Firm--The Free Cashflows to the Firm Approach Special Cases in Discounted Cashflow Valuation/Price-Earnings Multiples/Price-Book Value Multiples/Price-Sales Multiples |