National Sun Yat-sen University 106Academic year1st Semester Course syllabus
中文名稱 Course name(Chinese)
投資學
課號 Course Code
FM303
英文名稱 Course name(English)
INVESTMENT
課程類別 Type of the course
講授類
必選修 Required/Selected
必修
系所 Dept./faculty
財務管理學系
授課教師 Instructor
劉德明
學分 Credit
3
因應嚴重特殊傳染性肺炎(武漢肺炎)，倘若後續需實施遠距授課，授課方式調整如下：
尚未建立傳染性肺炎(武漢肺炎)授課方式調整
因應嚴重特殊傳染性肺炎(武漢肺炎)，倘若後續需實施遠距授課，評分方式調整如下：
尚未建立傳染性肺炎(武漢肺炎)課程評分方式﹝評分標準及比例﹞
課程大綱 Course syllabus
本課程教學大綱已提供完整英文資訊（本選項僅供統計使用，未提供完整英文資訊者，得免勾記）【Provide information of course syllabus in English.(This is for statistical use only. For those who do not provide information of course syllabus in English, do not check this field.)】
課 程 大 綱 遵守智慧財產權觀念及不得非法影印 1. (第1週)Invest Overview and Asset Classes 閱讀進度: BKM: Chapters 1,2 and 22;Malkiel:ch.1 2. (第2週) Securities Markets and Mutual Funds 閱讀進度:BKM: Chapters 3 and 4 3. Risk and Return: Past and Prologue 閱讀進度:BKM: Chapters 5; Malkiel:ch.2,3,4 4. Efficient Diversification 閱讀進度:BKM: Chapters 6; Malkiel:ch.2,3,4 5. Capital Asset Pricing and Arbitrage Pricing Theory 閱讀進度:BKM: Chapters 7; Malkiel:ch.9,10 6. Efficient Diversification 閱讀進度:BKM: Chapters 8; Malkiel:ch.9,10 7. Behavioral Finance and Technical Analysis 閱讀進度:BKM: Chapters 9 8. Bond Prices and Yields 閱讀進度:BKM: Chapters 10 9. Managing Bond Portfolios 閱讀進度:BKM: Chapters 11 10. 第十週*** 期中考 **** 11. Part 4: Security Analysis Macroeconomic and Industry Analysis 閱讀進度:BKM: Chapters 12; Malkiel:ch.5,6,7,8 12. Equity Valuation 閱讀進度:BKM: Chapters 13; Malkiel:ch.5,6,7,8 13. Financial Statement Analysis 閱讀進度:BKM: Chapters 14; Malkiel:ch.5,6,7,8 14. Part 5:Derivative Markets Options Markets and Option Valuation 閱讀進度:BKM: Chapters 15,16 15. Futures Markets and Risk Management 閱讀進度:BKM: Chapters 17 16. Part 6: Active Investment Management Portfolio Performance Evaluation 閱讀進度:BKM: Chapters 18 17. International Investing and Hedge Funds 閱讀進度:BKM: Chapters 19,20 18. 第十八週 : 期末考
參考書/教科書/閱讀文獻 Reference book/ textbook/ documents
〔請遵守智慧財產權觀念，不可非法影印。教師所提供之教材供學生本人自修學習使用,不得散播及做為商業用途〕
No copies for intellectual property rights. Textbooks provided by the instructor used only for self-study, can not broadcast or commercial use
序號
作者
書名
出版社
出版年
出版地
ISBN#
1
Bodie, Z., Kane, A., and A.L.Marcus
Essentials of Investments
Irwin
2016
New York City
0078034698
2
Malkiel, Burton G.
A Random Walk Down Wall Street
W. W. Norton & Company
2012
New York Cith
0393340740
彈性暨自主學習規劃 Alternative learning periods
本門課程是否有規劃實施學生彈性或自主學習內容（每1學分2小時）
Is any alternative learning periods planned for this course (with each credit corresponding to two hours of activity)?
否：教師需於「每週課程內容及預計進度」填寫18週課程進度（每1學分18小時之正課內容）。 No：The instructor will include an 18-week course plan in the weekly scheduled progress (each credit corresponds to 18 hours of instruction)
是：教師需於「每週課程內容及預計進度」填寫16週課程內容（每1學分16小時之正課內容），並於下列欄位填寫每1學分2小時學生彈性或自主學習內容。 Yes：The instructor will include a 16-week course plan in the weekly scheduled progress (each credit corresponds to 16 hours of instruction);the details of the planned alternative learning periods are provided below (each credit corresponds to two hours of activity).
學生彈性或自主學習活動 Alternative learning periods
勾選或填寫規劃內容 Place a check in the appropriate box or provide details
時數 Number of hours
學生分組實作及討論 Group work and discussion
參與課程相關作業、作品、實驗 Participation in course-related assignments, work, or experiments
參與校內外活動（研習營、工作坊、參訪）或競賽 Participation in on- or off-campus activities (e.g., seminars, workshops, and visits) or competitions
課外閱讀 Extracurricular reading
線上數位教材學習 Learning with online digital learning materials
其他（請填寫規劃內容） Other (please provide details)
每週課程內容及預計進度 Weekly scheduled progress
週次
日期
授課內容及主題
1
2017/09/18~2017/09/24
第一週：Invest Overview and Asset Classes
2
2017/09/25~2017/10/01
第二週：Securities Markets and Mutual Funds
3
2017/10/02~2017/10/08
第三週：Risk and Return: Past and Prologue
4
2017/10/09~2017/10/15
第四週：Efficient Diversification
5
2017/10/16~2017/10/22
第五週: Capital Asset Pricing and Arbitrage Pricing Theory