101年第2學期-4753 投資學 課程資訊

評分方式

評分項目	配分比例	說明
Class participation	10
Seminar presentation	20
Quizzes	15
Virtual trading contest (with EMFA)	15

教育目標

This course is to provide students insights on asset valuation, portfolio management, and analyses on fixed-income and derivative securities. 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.

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：二/3,4,四/5
修課班級：財金碩1
修課年級：年級以上
選課備註：英文授課

參考書目

1.Reilly, Frank, and Keith Brown, 2012, Investment Analysis and Portfolio Management, 10th Edition, South-Western Cengage Learning。(CFA考試用書)
2.Journal papers