投資學
Investments
| 節 | 週四 |
|---|---|
2 09:00–09:50 | 投資學 M101（光復） 3 節連堂 |
3 10:10–11:00 | |
4 11:10–12:00 |
* 根據陽明交大上課時間表所列
This course will provide students fundamental knowledge and the basic language of investment analysis. The training of this course will also prepare the students for the advanced courses such as asset pricing and portfolio analysis, and option and futures. The main topics to be covered in this course include securities markets, portfolio and asset pricing theory, debt securities, and options markets and valuation.
Probability and Statistics, Financial Management (suggested)
無備註
Course materials will be posted on the e3 system(https://e3.nycu.edu.tw).
Grading policy: Midterm Exam (30%); Final Exam (35%); Quiz (20%); Homework (10%); Class Performance (5%)
Instruments/Market
- 講授：
- 12
Portfolio Theory
- 講授：
- 14
- 示範：
- 1
Option Market and Valuation
- 講授：
- 9
Debt securities
- 講授：
- 6
| 週次 | 主題 |
|---|---|
| 第 1 週 | Introduction / Asset Class and Financial Instruments 2026-02-26(四) |
| 第 2 週 | Asset Class and Financial Instruments 2026-03-05(四) |
| 第 3 週 | Security Markets 2026-03-12(四) |
| 第 4 週 | Risk and Return 2026-03-19(四) |
| 第 5 週 | Bond Prices and Yields 2026-03-26(四) |
| 第 6 週 | Intercollegiate Activities (no class) 2026-04-02(四) |
| 第 7 週 | Term Structure of Interest Rate 2026-04-09(四) |
| 第 8 週 | Option Market / Option Strategies 2026-04-16(四) |
| 第 9 週 | Midterm Exam 2026-04-23(四) |
| 第 10 週 | Option Valuation 2026-04-30(四) |
| 第 11 週 | Mutual Funds and Other Investment Companies 2026-05-07(四) |
| 第 12 週 | Special Lecture by TAIFEX Speaker 期交所專題演講(暫定) 2026-05-14(四) |
| 第 13 週 | Efficient Diversification 2026-05-21(四) |
| 第 14 週 | Capital Asset Pricing Model and Arbitrage Pricing Theory 2026-05-28(四) |
| 第 15 週 | The Efficient Market Hypothesis 2026-06-04(四) |
| 第 16 週 | Final Exam 2026-06-11(四) |
Essentials of Investments by Bodie, Kane, and Marcus, 13th Edition, McGraw-Hill Hwa Tai Publishing https://eshop.hwatai.com.tw/SalePage/Index/9994378 eBook https://eshop.hwatai.com.tw/SalePage/Index/9766349
- 地點
- M419
- 時間
- Wed 4:30-5:30pm Thr 4:30-5:30pm
- 聯絡方式
- 57076 hhlee@nycu.edu.tw