This course is to provide students insights on the functions of financial markets, asset valuation, and investment management. It is designed to associate theoretical investment framework with the empirical practices. Upon the completion of this course, students will be advanced in understanding the major elements involved in the investment process, key investment theories, asset valuation principles, fixed income markets, and portfolio management. This course is to provide students insights on the functions of financial markets, asset valuation, and investment management. It is designed to associate theoretical investment framework with the empirical practices. Upon the completion of this course, students will be advanced in understanding the major elements involved in the investment process, key investment theories, asset valuation principles, fixed income markets, and portfolio management.
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.
Bodie, Zvi, Alex Kane, and Alan Marcus, 2019, Essentials of Investments, 11th Edition, McGraw-Hill Education. (華泰文化代理)
Bodie, Zvi, Alex Kane, and Alan Marcus, 2019, Essentials of Investments, 11th Edition, McGraw-Hill Education. (Huatai Culture Agency)
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| Class participation (attendance, inputs, etc)Class participation (attendance, inputs, etc) class participation (attendance, inputs, etc) |
10 | |
| QuizzesQuizzes quizzes |
30 | |
| Midterm examMidterm exam midterm exam |
30 | |
| Final testFinal test final test |
30 |
