當期課號 |
1014 |
Course Number |
1014 |
授課教師 |
楊智超 |
Instructor |
YANG,JYH CHAU |
中文課名 |
投資學 |
Course Name |
Investment |
開課單位 |
財務金融系(四日)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.Investment Bodie, Kane,and Marcus 2009 7th Edition McGraw Co.. 2. Economist |
Teaching Materials |
1.Investment Bodie, Kane,and Marcus 2009 7th Edition McGraw Co.. 2. Economist |
成績評量方式 |
期中與期末考各30%,平常成績40% |
Grading |
Midterm &financial test 30%, Common presentation 40% |
教師網頁 |
|
教學內容 |
1 投資環境 2 財務分析 3 證券分析 4 共同基金與其它投資工具 5 期望值 6 報酬與風險 7 投資組合 8 投資組合評估 9 資本資產訂價模式 10證券實證 11選擇權 12投資心理與行為 13預期報酬 14利率理論 15期貨 16國際化與風險分散 |
Syllabus |
Week1 The Investment Environment: Macroeconomic and Industry Analysis. Week 2 Financial Statement Analysis: Asset Classes and Financial Investments Week 3 Security Analysis: How Securities are Traded Week 4 Mutual Funds and Other Investment Methods Week 5 Estimating Expected Returns. Week 6 Learning about Return and Risk from the Historical Record Week 7 Portfolio Analysis: The Characteristics of the Opportunity Set Under Risk. 8. Week 8 Evaluation of Portfolio Performance: Evaluation of Security Analysis, week Portfolio Management Revisited. Week9 Midterm test Week 10 The Capital Asset Pricing Model, the Efficient Market Hypothesis Week 11 Empirical Evidence on Security Returns Week 12 Options Markets: Introduction, Option Valuation, Futures Markets, and Risk week Management Week 13 Estimating Expected Returns. Week 14 Behavioral Finance and Investor Decision Making Week 15 Interest Rate Theory Week 16 Financial futures. Week 17 International diversification. Week 18 Final test |