101年第2學期-4753 投資學 課程資訊

課程分享

選課分析

本課程名額為 70人,已有20人選讀,尚餘名額50人。

評分方式

評分項目 配分比例 說明
Class participation 10
Seminar presentation 20
Quizzes 15
Virtual trading contest (with EMFA) 15
Midterm exam 20
Final exam 20

授課教師

張永和

教育目標

This course is to provide students insights on asset valuation, portfolio management, and analyses on fixed-income and derivative securities. It is designed to associate theoretical investment framework with empirical practices. Upon the completion of this course, students will comprehend the key investment theories and models as well as empirical implications for the financial markets.

課程概述

The topics covered in this course will follow the major structure of the textbook that supply you the classical learning aids and convenience. The first part of the class will cover the investment background and major developments in investment theory. Then we will study asset pricing principles as the basis for stock and bond valuation. Fixed income securities will be learned in the last part of the class. This class will also offer virtual trading practices that prepare students for the stronger demand of such experience from the financial industries.

課程資訊

參考書目

1.Reilly, Frank, and Keith Brown, 2012, Investment Analysis and Portfolio Management, 10th Edition, South-Western Cengage Learning。(CFA考試用書)
2.Journal papers