本課程「投資學」旨在(1)介紹各類投資標的，並(2)深入探討投資分析工具，希望培養同學對於看似亮麗的投資機會，具備合理思辨之能力。投資學屬於應用科目，其基礎工具涵括會計學、經濟學、統計學、財務管理等商管科系大一、二科目，因此課程內容強調跨領域知識的整合運用。除幫助同學增進基本知能外，本課程亦透過分組作業及個案討論，激發同學相互討論、增益團隊合作能耐，以配合管理學院之育才宗旨。
課程內涵以教科書《Essentials of Investments》為主軸，內容涵蓋實質資產與金融資產之區分、金融市場結構與指數基準、市場機制與金融工具、共同基金與ETF等投資標的介紹；進而深入風險與報酬、資產配置與個別風險分散、資本資產定價模型(CAPM)與套利定價理論(APT)、效率市場假說、行為財務學與技術分析等投資理論；並延伸至固定收益證券(債券市場、公司債、可轉換公司債)、總體經濟與產業分析、基本分析與財務報表分析、避險基金與租稅通膨等投資政策議題，以及衍生性證券與結構型商品等進階主題。
在教學方法上，除實體課堂講授與個案討論外，另安排非同步線上補充教學，並透過三次分組作業(資產配置模擬、產業與企業財務分析、產業前景研析)及兩次個案分析(資產配置抉擇、華倫．巴菲特1995年個案)，要求同學實際操作、蒐集資料並進行分析討論，期使同學不僅習得理論知識，更能將所學應用於真實投資情境之判斷與決策。

This course "Investment" aims to (1) introduce various investment targets, and (2) explore investment analysis tools in depth, hoping to cultivate students' ability to think rationally about seemingly bright investment opportunities. Investment is an applied subject, and its basic tools include accounting, economics, statistics, financial management and other first-year and second-year business and management subjects. Therefore, the course content emphasizes the integrated application of cross-field knowledge. In addition to helping students improve their basic knowledge, this course also stimulates students to discuss with each other and enhance their teamwork skills through group assignments and case discussions, in line with the School of Management’s talent cultivation purpose.
The content of the course is based on the textbook "Essentials of Investments" as the main axis, the content covers the distinction between real assets and financial assets, financial market structure and index benchmarks, market mechanisms and financial instruments, introduction to investment targets such as mutual funds and ETFs; and then goes into depth on risks and rewards, asset allocation and individual risk diversification, capital asset pricing model (CAPM) and arbitrage pricing theory (APT), efficient market hypothesis, behavioral finance and technical analysis and other investment theories; and extends to fixed income securities (bond market, corporate bonds, convertible corporate bonds), overall economic and industrial analysis, basic analysis and financial statement analysis, investment policy issues such as hedge funds and tax inflation, as well as advanced topics such as derivative securities and structured commodities.
In terms of teaching methods, in addition to physical classroom lectures and case discussions, asynchronous online supplementary teaching is also arranged. Through three group assignments (asset allocation simulation, industry and corporate financial analysis, and industry prospect analysis) and two case analyzes (asset allocation decision, Warren Buffett's 1995 case), students are required to practice, collect information, and conduct analysis and discussion. It is expected that students will not only acquire theoretical knowledge, but also be able to apply what they have learned to judgment and decision-making in real investment situations.

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.

【optional】Bodie, Kane, and Marcus, Essentials of Investments, 2022, 第12版；McGraw Hill Irwin【華泰有代理】

【optional】Bodie, Kane, and Marcus, Essentials of Investments, 2022, 12th Edition; McGraw Hill Irwin【Huatai has an agent】