| 當期課號 |
7568 |
Course Number |
7568 |
| 授課教師 |
鄭廳宜 |
Instructor |
Cheng,ting yi |
| 中文課名 |
投資管理專題研究 |
Course Name |
Topics in Investment Management |
| 開課單位 |
財務金融系碩士在職專班二A |
Department |
|
| 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 |
This course includes:
1. Approaches to Valuation/Risk and Return;
2. Theory/Estimation of Discount Rates/Understanding Financial Statements/Estimation of Cashflows/Estimation of Growth Rates;
3. Market Efficiency/Definition and Tests;
4. The Evidence Dividend Discount Models/Free Cashflows to Equity Discount Models/Valuing a Firm;
5. Portfolio management/Performance Evaluation. |
| 教材 |
投資學理論與實務 |
Teaching Materials |
INVESTMENTS THEORY AND PRACTICE |
| 成績評量方式 |
期中考30%
平常考30%
期末考40% |
Grading |
Mid-term exam 30%
Test30%
Final exam40% |
| 教師網頁 |
|
| 教學內容 |
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。 |
Syllabus |
1. Approaches to Valuation/Risk and Return;
2. Theory/Estimation of Discount Rates/Understanding Financial Statements/Estimation of Cashflows/Estimation of Growth Rates;
3. Market Efficiency/Definition and Tests;
4. The Evidence Dividend Discount Models/Free Cashflows to Equity Discount Models/Valuing a Firm;
5. Portfolio management/Performance Evaluation. |