103年第1學期-1669 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85人選讀,尚餘名額-15人。

評分方式

評分項目 配分比例 說明
Class participation 10
Quizzes 25
Homework/projects 15
Midterm test 25 in the 9th week
Final test 25 in the last week

授課教師

張永和

教育目標

This course is to provide students insights on the functions of financial markets, asset valuation, and portfolio management. It is designed to associate theoretical investment framework with empirical practices. Upon the completion of this course, students will be advanced in understanding of the major elements involved in the investment process, key investment theories, asset valuation principles, and fix income 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

Bodie, Zvi, Alex Kane, and Alan Marcus, 2011, Investments and Portfolio Management, 9th ed. McGraw-Hill, ISBN: 978-007-128914-6. (華泰文化代理)