@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 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)
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)
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
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