106年第2學期-6043 投資學 課程資訊

評分方式

評分項目	配分比例	說明
Class participation (attendance, inputs, etc.)	10
Seminar presentations	20
Virtual trading practice	20
Midterm test	25
Final test	25

教育目標

This course is to provide students insights on asset valuation, portfolio management, and global investment analyses. 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.The class comprises two major parts of seminar discussions. In the first section of the course, we will explore several selected topics by studying a pool of journal papers. Such type of seminar discussions prepares graduate students for the needs of research skills and scope in the advanced studies. In the second part, the course will address several contemporary investment issues associated with empirical practices.

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.

基本資料

必修課，學分數：0-3
上課時間：二/2,3,4
修課班級：財金碩1
修課年級：年級以上
選課備註：

參考書目

1.Reilly, Frank, and Keith Brown, Investment Analysis and Portfolio Management, South-Western Cengage Learning。(CFA designated text)
2.Journal papers