105年第2學期-1934 投資學 課程資訊

課程分享

選課分析

本課程名額為 75人,已有54人選讀,尚餘名額21人。

評分方式

評分項目 配分比例 說明
Class participation (attendance, inputs, etc) 10
Quizzes 20
Virtual trading project 20
Midterm exam 25
Final test 25

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 fixed income securities.The topics covered in this course will follow the major structure of the textbook that supplies you the classical learning assistance and convenience. The first part of the class covers the investment background and major developments in investment theory. Then we will study asset pricing principles as the basis for stock and bond valuation. Equity and fixed income securities will be introduced before we address portfolio management. This class will also offer virtual trading practices that prepare students for the stronger demand of such experience from the financial industries.

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

Smart, Scott, Lawrence Gitman, and Michael Joehnk, 2014, Fundamentals of Investing, 12th Edition, Person Education Limited. (雙葉書局代理)