朝陽科技大學 099學年度第1學期教學大綱
Investment 投資學

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
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