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.)】
The course will cover the theoretical and practical applications of investments. Within this context, by using the journal papers, students will review various approaches to the use and valuation of stocks, bonds, and derivative securities. Students are expected to master both the theoretical constructs of investments and their application to current industry practice. Topics covered may include: portfolio and diversification theory, short-term investments, long-term investments, security trading, international investing, mutual funds, and basic derivatives.
課程目標 Objectives
Learning Goals A. Understand the fundamental principles of investment in financial markets: B. Gain a quantitative understanding of: 1. Portfolio choice decisions 2. Equity and bond pricing 3. Rationale for/use of derivatives 4. Risk and return analysis
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
Using the Papers from the top journal papers
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
Week
Date
Content and topic
1
2021/02/21~2021/02/27
Introduction
2
2021/02/28~2021/03/06
Papers on Return and Risk
3
2021/03/07~2021/03/13
Papers on Return and Risk
4
2021/03/14~2021/03/20
Papers on Return and Risk
5
2021/03/21~2021/03/27
Papers on Return and Risk
6
2021/03/28~2021/04/03
Papers on Return and Risk
7
2021/04/04~2021/04/10
Papers on portfolio and diversification theory
8
2021/04/11~2021/04/17
Papers on portfolio and diversification theory
9
2021/04/18~2021/04/24
Mid-term Report
10
2021/04/25~2021/05/01
Papers on portfolio and diversification theory
11
2021/05/02~2021/05/08
Papers on portfolio and diversification theory
12
2021/05/09~2021/05/15
Papers on derivatives pricing
13
2021/05/16~2021/05/22
Papers on derivatives pricing
14
2021/05/23~2021/05/29
Papers on derivatives pricing
15
2021/05/30~2021/06/05
Papers on Invest issues with Machine Learning
16
2021/06/06~2021/06/12
Papers on Invest issues with Machine Learning
17
2021/06/13~2021/06/19
Holiday
18
2021/06/20~2021/06/26
Final Report
課業討論時間 Office hours
時段1 Time period 1: 時間 Time：星期一15:00~ 17:00 地點 Office/Laboratory：新管4096 時段2 Time period 2： 時間 Time： 地點 Office/Laboratory：
系所學生專業能力/全校學生基本素養與核心能力 basic disciplines and core capabilitics of the dcpartment and the university
系所學生專業能力/全校學生基本素養與核心能力 basic disciplines and core capabilities of the department and the university
課堂活動與評量方式 Class activities and evaluation
本課程欲培養之能力與素養 This course enables students to achieve.
紙筆考試或測驗 Test.
課堂討論︵含個案討論︶ Group discussion (case analysis).
個人書面報告、作業、作品、實驗 Indivisual paper report/ assignment/ work or experiment.
群組書面報告、作業、作品、實驗 Group paper report/ assignment/ work or experiment.
個人口頭報告 Indivisual oral presentation.
群組口頭報告 Group oral presentation.
課程規劃之校外參訪及實習 Off-campus visit and intership.
證照/檢定 License.
參與課程規劃之校內外活動及競賽 Participate in off-campus/ on-campus activities and competitions.