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18週) |
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 |
The Efficient Market Hypothesis |
第10週 |
Bond Prices and Yields
The Term Structure of Interest Rates
Managing Bond Portfolios
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第11週 |
Macroeconomic and Industry Analysis
Equity Valuation
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第12週 |
Financial Statement Analysis
Performance Evaluation and Active Portfolio Management |
第13週 |
Self-directed learning
Prepare for group term paper
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第14週 |
Self-directed learning
Prepare for group term paper |
第15週 |
Final exam |
第16週 |
Presentation |
第17週 |
Presentation
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第18週 |
Presentation |
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學習評量方式 |
Final exam 50%
Presentation 50%
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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 |
04.教育品質   08.就業與經濟成長 | 提供體驗課程:N |
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