| 當期課號 |
1004 |
Course Number |
1004 |
| 授課教師 |
朱香蕙 |
Instructor |
CHU,HSIANG HUI |
| 中文課名 |
投資學 |
Course Name |
Investment |
| 開課單位 |
財務金融系(二日)三A |
Department |
|
| 修習別 |
必修 |
Required/Elective |
Required |
| 學分數 |
3 |
Credits |
3 |
| 課程目標 |
課程主要針對基本投資理論與方法作一概括性的介紹與探討，給與學生一個富有學術根據的投資理念，讓學生有考究一些“巿面”上流行的投資方式的獲利性。 |
Objectives |
This course covers elements of investments, portfolio theory, fixed-income securities, securities analysis, and derivative assets with emphasis on investment environment and practice in Taiwan. Contents are correlated with analysis topics in other finance and investment courses. |
| 教材 |
1.謝劍平著，投資學-基本原理與實務，智高
2."Essentials of Investments", by Bodie, Kane, and Marcus (5th edition, 2004)
3."Fundamentals of Investments", by Alexander, Sharpe, and Bailey (3rd edition) |
Teaching Materials |
1.謝劍平著，投資學-基本原理與實務，智高
2."Essentials of Investments", by Bodie, Kane, and Marcus (5th edition, 2004)
3."Fundamentals of Investments", by Alexander, Sharpe, and Bailey (3rd edition) |
| 成績評量方式 |
期中報告 30%
平時成績 30%
期末考 40% |
Grading |
Term paper + Presentation 30%
Participation 30%
Final Exam 40% |
| 教師網頁 |
|
| 教學內容 |
本課程目的在建立學生對投資管理思考的能力，改善投資決策。本課程內容包括:
1. 證券投資導論
2. 金融投資工具
3. 證券市場
4. 報酬與風險
5. 權益證券:概念、評價與分析
6. 股票市場與交易實務
7. 債券:概念、評價與分析
8. 投資組合分析與管理
9. 衍生性金融商品與風險管理 |
Syllabus |
This course is concerned with the concepts and analytical techniques applicable for identifying and solving Investment problems.Contents:
1. Introduction
2. The Investment Environment
3. Risk and Return
4. Security Analysis
5. Financial Analysis of Common Stocks
6. Fundamentals of Bond Valuation
7. Portfolio Analysis
8. Options, Futures and Other Derivatives |