99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18人選讀,尚餘名額52人。

評分方式

評分項目 配分比例 說明
Class participation 10
Quizzes 20
Homework/projects 20
Midterm test 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 and 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

1.Reilly, Frank, and Keith Brown, 2006, Investment Analysis and Portfolio Management, 8th edition, Thomson South-Western, ISBN: 0-324-40589-8。(CFA考試用書,雙葉書廊代理)
2.Journal papers