Semester	Fall Semester, 2018
Department	Integrated Curriculum by Dept. of Finance
Course Name	Investments
Instructor	CHEN HONG-YI
Credit	3.0
Course Type	Required
Prerequisite	Basic Corporate Finance、BUS 312 Financial Management、Business Finance、Corporate Finance、Finance Management (SBB)、Financial Management、Financial Statement Analysis、Finanzmanagement、International Financial、Introduction to Finance、Managerial Finance、Principles of Finance、Problems in Business Finance

Course Objective

Course Description

Course Schedule

週次 Week	課程主題 Course Theme	課程內容與指定閱讀 Content and Reading Assignment	教學活動與作業 Activity and Homework	學習投入時數 Estimated time devoted to coursework per week
週次 Week	課程主題 Course Theme	課程內容與指定閱讀 Content and Reading Assignment	教學活動與作業 Activity and Homework	課堂講授 Lecture Hours	課程前後 Preparation Time
1	Class overview & Investments: Background and Issues	Chapter 1	Class review & homework	3	4.5
2	Asset Classes and Financial Instruments & Securities Markets	Chapter 2 Chapter 3	Class review & homework	3	4.5
3	Risk and Return: Past and Prologue	Chapter 5	1st Homework Assignment Due Class review & homework	3	4.5
4	Risk and Return: Past and Prologue	Chapter 5	Class review & homework	3	4.5
5	Efficient Diversification	Chapter 6	2st Homework Assignment Due Class review & homework	3	4.5
6	Capital Asset Pricing and Arbitrage Pricing Theory	Chapter 7	Class review & homework	3	4.5
7	The Efficient Market Hypothesis	Chapter 8	3st Homework Assignment Due Class review & homework	3	4.5
8	Mutual Funds and Other Investment Companies	Chapter 4	Class review & homework	3	4.5
9	Midterm Exam
10	Portfolio Performance Evaluation	Chapter 18	4st Homework Assignment Due Class review & homework	3	4.5
11	Portfolio Performance Evaluation	Chapter 18	Class review & homework	3	4.5
12	Behavioral Finance and Technical Analysis	Chapter 9	Class review & homework	3	4.5
13	Bond Pricing and Yields	Chapter 10	5st Homework Assignment Due Class review & homework	3	4.5
14	Managing Bond Portfolios	Chapter 11	Class review & homework	3	4.5
15	Option Markets	Chapter 15	6st Homework Assignment Due Class review & homework	3	4.5
16	No Class
17	Option Valuation	Chapter 16	Class review & homework	3	4.5
18	Final Exam

Teaching Methods

Teaching Assistant

Requirement/Grading

Homework Assignments (25%)

Class Participation (10%) (I will check attendance every meeting.)

Midterm Exam (30%)

Final Exam (35%)

Textbook & Reference

Required book:

Essentials of Investments (10^th ed.), by Bodie, Kane, and Marcus, McGraw-Hill, 2016.

Reference books:

Investments (11^th ed.), by Bodie, Kane, Marcus, and Lin, McGraw?Hill, 2017.

Security Analysis, Portfolio Management, and Financial Derivatives, by Lee, Finnerty, Lee, Lee, and Wort, World Scientific, 2012.

Urls about Course

Please check E-Learning WM5 System.

Attachment