105年第2學期-6049 證券分析與投資策略 課程資訊

9/27起之上課方式

iLearn 公告清單

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Teams 連結清單

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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 70人,已有11 人選讀,尚餘名額59人。

授課教師

傅郁芬

教育目標

This course examines investment and financial issues arising from security analysis and strategic investment activities. The course begins with a review of the historical performance and finance theories. It then goes through topics including equity risk premium, bond risk premium, credit risk premium, alternative asset premia, value-oriented equity selection, currency carry strategies, volatility selling strategies, growth and liquidity risk factors, return forecasts and enhancement.

課程資訊

參考書目

1.Instructor’s Lecture Notes
2.Expected Returns: An Investor's Guide to Harvesting Market Rewards, 2011, by Antti Ilmanen.
3.The New Value Investing: How to Apply Behavioral Finance to Stock Valuation Techniques and Build a Winning Portfolio, 2015, by Howard, C. Thomas.
4.Behavioral Portfolio Management, 2014, by Howard, C. Thomas.
5.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).