| 課程與核心能力關聯配比(%) |
課程目標之教學方法與評量方法 |
| 課程目標 |
核心能力 |
配比(%) |
教學方法 |
評量方法 |
| The objective of this course is to provide an understanding of the role of modern financial theory in portfolio management and to present a framework for addressing current issues in the management of financial assets. |
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| 授課內容(單元名稱與內容、習作/每週授課、考試進度-共16週加自主學習) |
| 週次 |
授課內容 |
| 第1週 |
Investment: Background and Issues |
| 第2週 |
Asset Classes and Financial Instruments |
| 第3週 |
Securities Markets |
| 第4週 |
Mutual Funds and Other Investment Companies |
| 第5週 |
Risk and Return |
| 第6週 |
Capital Allocation to Risky Assets |
| 第7週 |
Optimal Risky Portfolios |
| 第8週 |
The Capital Asset Pricing Model |
| 第9週 |
Midterm exam |
| 第10週 |
The Efficient Market Hypothesis |
| 第11週 |
Bond Prices and Yields
The Term Structure of Interest Rates
Managing Bond Portfolios
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| 第12週 |
Macroeconomic and Industry Analysis
Equity Valuation |
| 第13週 |
Financial Statement Analysis
Performance Evaluation and Active Portfolio Management
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| 第14週 |
Final exam |
| 第15週 |
Presentation |
| 第16週 |
Presentation |
自主學習
內容 |
01.參與專業論壇、講座、企業分享等產官學研相關交流活動
03.製作專題報告
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| 學習評量方式 |
Midterm Exam 40%
Final exam 40%
Presentation 20%
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| 教科書＆參考書目(書名、作者、書局、代理商、說明) |
| “Investments” by Zvi Bodie, Alex Kane, and Alan J. Marcus, 13th Edition (2024), Irwin/McGraw-Hill |
| 課程教材（教師個人網址請列在本校內之網址） |
| Notes will be put on the eLearning. |
| 課程輔導時間 |
| Tue AM: 12:00-14:00 |
| 聯合國全球永續發展目標(連結網址) |
| 04.教育品質 08.就業與經濟成長 | 提供體驗課程：N |
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