@尊重智慧財產權,請同學勿隨意影印教科書 。 Please respect the intellectual property rights, and shall not copy the textbooks arbitrarily. |
科目代碼 | MBM0063 | 課程名稱 | 投資學 |
英文名稱 | Investments | ||
全/半年 | 半 | 必/選修 | 選修 |
學分數 | 3.0 | 每週授課時數 | 正課時數: 3.0 小時, 實驗時數: 0.0 小時 |
先修課程 | ◎必須先修過【BAU0036 會計學(一)】、【BAU0038 經濟學(一)】 | ||
課程簡介 | 在金融市場日益創新、理財需求日趨殷切之今日,能夠成熟多樣化的投資工具與市場發展,並掌握市場動態以洞燭投資先機,無論對個人理財規劃或企業財務決策均是重要課題。特別地,2007年美國爆發次級房貸風暴,2008年全球性的金融危機,引起全球金融市場的震撼,亦使投資思維逐漸地改變。因此,本課程旨在探討投資學相關理論及其推導,並佐以國內外實務範例或個案說明,使學生了解(1)哪些資產可以進行投資;(2)瞭解資產的風險與預期報酬率;(3)評估資產價值;(4)分析影響資產價格的因素;(5)瞭解各種投資策略,以提升投資的報酬或控制投資風險。 | ||
課程目標 | 對應系所核心能力 | ||
1. 學習金融市場動態、資產類別和投資工具 |
碩士: 1-1 Able to identify and assess core business issues 6-1 Able to demonstrate knowledge of one’s disciplinary concentration (finance or marketing) |
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2. 學習投資的風險和收益以及資產的評估 |
碩士: 1-1 Able to identify and assess core business issues 1-2 Able to propose solutions justified by reasoning and evidence 6-1 Able to demonstrate knowledge of one’s disciplinary concentration (finance or marketing) |
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3. 在實務中了解影響資產價格和投資組合構建的因素 |
碩士: 1-1 Able to identify and assess core business issues 2-1 Able to make persuasive oral communication in the business context 6-2 Able to demonstrate knowledge of the fundamental methodology of solving financial/marketing problems and making decisions 6-3 Able to employ the main quantitative techniques to elicit valuable information from business data to facilitate financial/marketing decision makin |
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4. 發展管理投資組合和交易的技能 |
碩士: 1-2 Able to propose solutions justified by reasoning and evidence 2-1 Able to make persuasive oral communication in the business context 6-2 Able to demonstrate knowledge of the fundamental methodology of solving financial/marketing problems and making decisions 6-3 Able to employ the main quantitative techniques to elicit valuable information from business data to facilitate financial/marketing decision makin |