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
2023/02/12~2023/02/18
Introduction
2
2023/02/19~2023/02/25
Papers on Return and Risk
3
2023/02/26~2023/03/04
Papers on Return and Risk
4
2023/03/05~2023/03/11
Papers on Return and Risk
5
2023/03/12~2023/03/18
Papers on Return and Risk
6
2023/03/19~2023/03/25
Papers on Return and Risk
7
2023/03/26~2023/04/01
Papers on portfolio and diversification theory
8
2023/04/02~2023/04/08
Papers on portfolio and diversification theory
9
2023/04/09~2023/04/15
Mid-term Report
10
2023/04/16~2023/04/22
Papers on portfolio and diversification theory
11
2023/04/23~2023/04/29
Papers on portfolio and diversification theory
12
2023/04/30~2023/05/06
Papers on derivatives pricing
13
2023/05/07~2023/05/13
Papers on derivatives pricing
14
2023/05/14~2023/05/20
Papers on derivatives pricing
15
2023/05/21~2023/05/27
Papers on Invest issues with Machine Learning
16
2023/05/28~2023/06/03
Papers on Invest issues with Machine Learning
17
2023/06/04~2023/06/10
Holiday
18
2023/06/11~2023/06/17
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.
課外閱讀 Outside reading.
※系所學生專業能力 Basic disciplines and core capabilities of the department
1.財務管理專業能力 1. Financial ethic ability.
2.創新能力 2. Global perspective.
3.國際觀能力 3. Innovation ability.
4.財務倫理之能力與社會責任實踐 4. Innovation ability.
※全校學生基本素養與核心能力 Basic disciplines and core capabilities of the university
1.表達與溝通能力。 1. Articulation and communication skills
2.探究與批判思考能力。 2. Inquisitive and critical thinking abilities
3.終身學習能力。 3. Lifelong learning
4.倫理與社會責任。 4. Ethnics and social responsibility
5.美感品味。 5. Aesthetic appreciation
6.創造力。 6. Creativity
7.全球視野。 7. Global perspective
8.合作與領導能力。 8. Team work and leadership
9.山海胸襟與自然情懷。 9. Broad-mindedness and the embrace of nature
Internship: The required or elective courses should include credits and learning hours. Students should participate in the corporative company or institution to practice and learn the real skills. An internship certification must be handed in at the end of internship to get the credits or to fulfil the graduation requirements.