| 當期課號 |
7110 |
Course Number |
7110 |
| 授課教師 |
張志向 |
Instructor |
CHANG,CHIH SHIAN |
| 中文課名 |
投資管理 |
Course Name |
Investment Management |
| 開課單位 |
財務金融系碩士班一A |
Department |
|
| 修習別 |
必修 |
Required/Elective |
Required |
| 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 |
textbook and journal papers |
| 成績評量方式 |
期中考50%
期末考50% |
Grading |
mid-exam 50%
final-exam 50% |
| 教師網頁 |
|
| 教學內容 |
1.introduction to securities
2.risk and return
3.fundamental analysis: ecnomic analysis
4.fundamental analysis: industry analysis
5.fundamental analysis: company analysis
6.technical analysis
7.bond analysis
8.futures and forward
9.option and warrant
10.efficient market hypothesis
11.CAPM and APT
12.portfolio analysis and management |
Syllabus |
1.introduction to securities
2.risk and return
3.fundamental analysis: ecnomic analysis
4.fundamental analysis: industry analysis
5.fundamental analysis: company analysis
6.technical analysis |