SemesterFall Semester, 2019
DepartmentIntegrated Curriculum by Dept. of Finance
Course NameInvestments
InstructorCHEN HONG-YI
Credit3.0
Course TypeRequired
PrerequisiteBasic Corporate Finance、BUS 312 Financial Management、Business Finance、Corporate Finance、Finance Management (SBB)、Financial Management、Financial Statement Analysis、Finanzmanagement、International Financial、Introduction to Finance、Managerial Finance、Principles of Finance、Problems in Business Finance
Course Objective
Course Description
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課程主題 課程內容與指定閱讀 教學活動與作業 學習投入時數  
           
Week  Course Theme Content and Reading Assignment Activity and Homework Estimated time devoted to coursework per week
        課堂講授 課程前後
           
        Lecture Hours Preparation Time
1 Class overview & Investments: Background and Issues Chapter 1 Class review & homework 3 4.5
2 Asset Classes and Financial Instruments & Securities Markets Chapter 2 & Chapter 3 Class review & homework / 1st Homework Assignment Due 3 4.5
3 Risk, Return, and the Historical Record Chapter 5 Class review & homework 3 4.5
4 Risk, Return, and the Historical Record Chapter 5 Class review & homework 3 4.5
5 Efficient Diversification Chapter 6 Class review & homework / 2nd Homework Assignment Due 3 4.5
6 Capital Asset Pricing and Arbitrage Pricing Theory Chapter 7 Class review & homework 3 4.5
7 The Efficient Market Hypothesis Chapter 8 Class review & homework / 3rd Homework Assignment Due 3 4.5
8 Mutual Funds and Other Investment Companies Chapter 4 Class review & homework    
9 Midterm Exam   In-class exam    
10 Evaluating Portfolio Performance Chapter 18 Class review & homework / 4th Homework Assignment Due 3 4.5
11 Evaluating Portfolio Performance Chapter 18 Class review & homework 3 4.5
12 Behavioral Finance and Technical Analysis Chapter 9 Class review & homework 3 4.5
13 Bond Pricing and Yields Chapter 10 Class review & homework / 5tht Homework Assignment Due 3 4.5
14 Bond Pricing and Yields Chapter 10 Class review & homework    
15 Managing Bond Portfolios Chapter 11 Class review & homework 3 4.5
16 Option Markets Chapter 15 Class review & homework / 6th Homework Assignment Due 3 4.5
17 Option Valuation Chapter 16 Class review & homework 3 4.5
18 Final Exam   In-class exam    

Teaching Methods
Teaching Assistant
Requirement/Grading

  1. Homework Assignments (25%)

  2. Class Participation (10%) (I will check attendance every meeting.)

  3. Midterm Exam (30%)

  4. Final Exam (35%)


Textbook & Reference

Required book:



Essentials of Investments (11th ed.), by Bodie, Kane, and Marcus, McGraw-Hill, 2019.



Reference books:




  1. Investments (11th ed.), by Bodie, Kane, Marcus, and Lin, McGraw?Hill, 2018.

  2. Security Analysis, Portfolio Management, and Financial Derivatives, by Lee, Finnerty, Lee, Lee, and Wort, World Scientific, 2012.


Urls about Course
Please check E-Learning WM5 System.
Attachment