105年第2學期-3099 Global Investment Analysis 課程資訊

評分方式

評分項目 配分比例 說明
Assignments/Participation 30
Term Projects/Presentation 30
Quizzes/Exams 40

選課分析

本課程名額為 55人,已有15 人選讀,尚餘名額40人。


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授課教師

黃琛瑞 傅郁芬

教育目標

This course examines investment and financial issues arising from global investment analysis. The course commences with an introduction of the historical returns and academic theories. It then goes through topics required for the investment analysis in the global context including the understanding of financial markets and financial institutions, risk premiums for financial assets, value investing strategies, currency carry strategies, growth and liquidity risk factors, return forecasts and enhancement.

課程資訊

參考書目

1. Instructor’s Lecture Notes.

2. Investments and Portfolio Management, by Zvi Bodie , Alex Kane, and Alan J. Marcus.

3. Expected Returns: An Investor's Guide to Harvesting Market Rewards, 2011, by Antti Ilmanen.

4. The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets, 2011, by Harold Evensky, Stephen M. Horan, Thomas R. Robinson, and Roger Ibbotson (Foreword).
Grading:

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