Semester	Spring Semester, 2020
Department	Integrated Curriculum by Dept. of Finance
Course Name	Investments
Instructor	LIN CHING-TING
Credit	3.0
Course Type	Required
Prerequisite	Basic Corporate Finance、BUS 312 Financial Management、Business Finance、Canadian Business Fund、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, 9^th Edition, by Bodie, Kane, and Marcus, 2013, McGraw Hill

Urls about Course

Attachment