SemesterSpring Semester, 2020
DepartmentIntegrated Curriculum by Dept. of Finance
Course NameInvestments
InstructorLIN CHING-TING
Credit3.0
Course TypeRequired
PrerequisiteBasic Corporate Finance、BUS 312 Financial Management、Business Finance、Corporate Finance、Finance Management (SBB)、Financial Management、Financial Statement Analysis、Finanzmanagement、International Financial、Introduction to Finance、Introduction to Financial Management、Managerial Finance、Principles of Finance、Problems in Business Finance
Course Objective
Course Description
Course Schedule



























































































































































Week Topics Materials Course format Preview Review
1 Discussion of syllabus and central issues covered in class Syllabus Lecture 　 　
2 Overview of orders, executions, and markets Class PPT Lecture & Presentation 1 hour 1 hour
3 Quotes and trading costs Class PPT Lecture & Presentation 1 hour 1 hour
4 Long and short margin trades Class PPT Lecture & Presentation 1 hour 1 hour
5 Measuring risk and return Class PPT Lecture & Presentation 1 hour 1 hour
6 Simple asset allocation & risk management Class PPT Lecture & Presentation 1 hour 1 hour
7 Midterm exam review 　 Discussion 1 hour 1 hour
8 Midterm exam 　 　 3 hours 3 hours
9 Project 1 　 Presentation 2 hours 2 hours
10 Optimal risky portfolios Class PPT Lecture & Presentation 1 hour 1 hour
11 CAPM and 1-factor risk model Class PPT Lecture & Presentation 1 hour 1 hour
12 Intrinsic and relative valuation Class PPT Lecture & Presentation 1 hour 1 hour
13 Relative and technical valuation Class PPT Lecture & Presentation 1 hour 1 hour
14 Market efficiency and behavioral finance Class PPT Lecture & Presentation 1 hour 1 hour
15 Final exam review 　 Discussion 1 hour 1 hour
16 Fianl exam 　 　 3 hours 3 hours
17 Project 2-1 　 Presentation 2 hours 2 hours
18 Project 2-2 　 Presentation 2 hours 2 hours

Teaching Methods
Teaching Assistant
Requirement/Grading







































Exams



Midterm exam

20%

 

Final exam

30%

Project



Initial presentation to raise capital

10%

 

Summary report presentation

10%

 

Performance of HF operation

10%

 

Performance of FOF operation

10%

News report

 

10%

Textbook & Reference

Essentials of Investments, 9th Edition, by Bodie, Kane, and Marcus, 2013, McGraw Hill


Urls about Course
Attachment