課程大綱

內容

課程概述

投資基本概念、投資報酬率與風險之衡量、證券及資本市場介紹、證券價格及其投資分析、股價及其評價、財務分析與技術分析、期貨與選擇權、投資組合及其原則、資本資產定價、多角化投資、資產配置與管理、投資績效評估、效率市場理論。旨在解析個人理財之方法與實務，即著重個別投資者之資產組合、評價及其投資策略。

This class will give students a working knowledge of the financial instruments available to investors and the ways which markets for these instruments operate. This course provides a framework that uses a few basic principles to organize students' thinking including: asymmetric information (agency) problems, transaction costs, apply and demand, asset market equilibrium, efficient market, and measurement and management of risk. It uses financial practitioner's approach to financial markets and institutions through emphasis of an applied managerial perspective that includes some applications.

授課內容

1.內容以口頭講解搭配投影片輔助教學。

2.安排課堂實務講座。

3.投資系統實機操作，並搭配課程相關章節講解 (換至電腦教學教室上課)。