| 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 |
| Particular emphasis will be placed on the different types of investments, modern portfolio theory, market efficiency, equity valuation, and portfolio performance measurement. |
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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18週) |
| 週次 |
授課內容 |
| 第1週 |
Investment: Background and Issues CH. 1 |
| 第2週 |
Asset Classes and Financial Instruments CH. 2 |
| 第3週 |
Securities Markets CH. 3 |
| 第4週 |
Mutual Funds and Other Investment Companies CH. 4 |
| 第5週 |
Risk and Return CH. 5 |
| 第6週 |
Efficient Diversification CH. 6 |
| 第7週 |
CAPM and APT CH. 7 |
| 第8週 |
The Efficient Market Hypothesis CH. 8 |
| 第9週 |
Midterm Exam |
| 第10週 |
Bond Prices and Yields CH. 10 |
| 第11週 |
Managing Bond Portfolios CH. 11 |
| 第12週 |
Macroeconomic and Industry Analysis CH. 12 |
| 第13週 |
Equity Valuation CH. 13 |
| 第14週 |
Financial Statement Analysis CH. 14 |
| 第15週 |
Evaluating Investment Performance CH. 18 |
| 第16週 |
Self-directed learning
Watch Video Financial Markets with Robert Shiller (2013 Nobel Prize in Economics) |
| 第17週 |
Self-directed learning
Watch Video Financial Markets with Robert Shiller (2013 Nobel Prize in Economics) |
| 第18週 |
Final Exam |
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| 學習評量方式 |
Midterm: 40%
Final exam: 40%
Participation and report: 20%
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| 教科書＆參考書目(書名、作者、書局、代理商、說明) |
| “Essentials of Investments” by Zvi Bodie, Alex Kane, and Alan J. Marcus, 12E (2022), Irwin/McGraw-Hill |
| 課程教材（教師個人網址請列在本校內之網址） |
| Teaching notes will be put on the eLearning 3.0 website. |
| 課程輔導時間 |
| Office Hours: Tue 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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