99年第1學期-1609 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72人選讀,尚餘名額3人。

評分方式

評分項目 配分比例 說明
Assignments (A) 40
Midterm Exam (M) 30
Final Exam (F) 30 Final Grade = 0.4A + 0.6 max(F, 0.5F+0.5M)

授課教師

葉宗穎

教育目標

The objective of this course is to provide an introduction to the fundamental principles of asset valuation and portfolio management in competitive financial markets. The course is designed to provide the student with the tools that are necessary to analyze the financial issues presented in the elective courses.

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. Bodie, Z., A., Kane, and A., Marcus, 2009, Essentials of Investments, McGraw-Hill. (required);



2. Bodie, Z., A., Kane, and A., Marcus, 2009, Investments, McGraw-Hill. (optioned)