本課程主要在介紹投資學理論，並重視實務，在課堂上盡量引用目前發生實際個案、事件和學術實證結果，來詮釋市場規範及理論，讓本課程能更生動，學習更見成效，例如:目前金融海嘯發生原因、次級房貸風暴、雷曼連動債以及歐債危機等，讓理論與實務並重。This course mainly introduces investment theory, and pays attention to practice. In the classroom, we try to quote actual cases, events and academic empirical results that currently occur to interpret market norms and theories, making this course more vivid and learning more effective, for example: The current causes of the financial tsunami, the subprime mortgage crisis, Lehman-linked bonds, and the European debt crisis have placed equal emphasis on theory and practice.
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.
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.
1.徐俊明著 投資學理論與實務
2.謝劍平著 現代投資學分析與管理
3.補充參考資
1. Investment Theory and Practice by Xu Junming
2. Modern Investment Analysis and Management by Xie Jianping
3. Supplementary reference information
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| 期中考期中考 midterm exam |
30 | 題目出自課本及補充參考資料 |
| 期末考期末考 final exam |
30 | 題目出自課本及補充參考資料 |
| 參訪活動、上課表現、出席率及報告討論參訪活動、上課表現、出席率及報告討論 Visiting activities, class performance, attendance rate and report discussion |
40 | 參訪活動、上課表現、上課出席率及報告各佔10%共40% |
