本課程從投資管理決策之架構開始，逐步介紹金融市場、利率、投資組合理論、資產評價、避險規劃、與全球投資局勢，使學生充分掌握投資規劃之精神與概念，協助學生對投資實務有更精確之管理與佈局。本課程授課之主要內容架構除了以投資學理論作為基礎，於投資組合理論部份，亦加入投資組合應用軟體作實務演練；於資產評價與股票評價的部份，加入財務報表模組之建構，務使理論與實務兼具。另外，部份課程採用研討方式進行。This course starts from the framework of investment management decision-making, and gradually introduces financial markets, interest rates, investment portfolio theory, asset evaluation, hedging planning, and global investment situations, so that students can fully grasp the spirit and concepts of investment planning, and help students gain knowledge of investment practices. More precise management and layout. The main content structure of this course is not only based on investment theory. In the investment portfolio theory part, it also adds investment portfolio application software for practical exercises; in the asset evaluation and stock evaluation part, the construction of financial statement modules is added. Make sure to combine theory and practice. In addition, some courses are conducted in the form of seminars.
1.講義:包含理論、實務、案例、與文章。
2.Reilly, Frank, and Keith Brown, 2012, Investment Analysis and Portfolio Management, 10th Edition, South-Western Cengage Learning。(CFA考試用書)
1. Lecture notes: including theory, practice, cases, and articles.
2.Reilly, Frank, and Keith Brown, 2012, Investment Analysis and Portfolio Management, 10th Edition, South-Western Cengage Learning. (CFA exam book)
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| 課堂參與課堂參與 class participation |
20 | |
| 虛擬交易競賽與報告虛擬交易競賽與報告 Virtual Trading Contest and Report |
20 | |
| 口頭報告口頭報告 Oral report |
30 | |
| 期末考期末考 final exam |
30 |
