SemesterSpring Semester, 2021
DepartmentIntegrated Curriculum by Dept. of Finance
Course NameInvestments
InstructorLIN CHING-TING
Credit3.0
Course TypeRequired
PrerequisiteEconomic Analysis、Economics、Intro Microeconomics、Introduction to Economics、Principle of Economics,Fundamental Accounting (I)、Fundamental Accounting(I)、Priciple of Accounting,Financial Accounting Q4、Fundamental Accounting (II)、Fundamental Accounting(II)
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