Semester	Spring Semester, 2025
Department	Integrated Curriculum by Dept. of Finance
Course Name	Investments
Instructor	CHIOU JIAN-JIA
Credit	3.0
Course Type	Required
Prerequisite	Economic Analysis、Economics、Intro Microeconomics、Introduction to Economics、Introduction to Economics(ENG)、Principle of Economics,Fundamental Accounting (I)、Fundamental Accounting(I)、Introduction to Financial Accounting、Priciple of Accounting,Financial Accounting Q4、Fundamental Accounting (II)、Fundamental Accounting(II)

Course Objective

Course Description

Course Schedule

This schedule is tentative and subject to changes.

Week	Date	Topics	Activity
1	Feb 17	Introduction to Financial Markets & R Readings: Chapter 1	Add/Drop
2	Feb 24	Asset Classes and Financial Instruments Readings: Chapter 2	Add/Drop
3	Mar 3	Securities Markets and Asset Management Readings: Chapters 3 & 4	News memo due
4	Mar 10	Risk, Return, and the Historical Record Readings: Chapter 5
5	Mar 17	Efficient Diversification Readings: Chapter 7	PS 1 out
6	Mar 24	Capital Asset Pricing Model (CAPM) Readings: Chapter 9
7	Mar 31	Arbitrage Pricing Theory and Efficient Market Hypothesis Readings: Chapters 10 & 11	PS 1 due News memo due
8	Apr 7	Behavioral Finance and Empirical Evidence on Securities Returns Readings: Chapters 12 & 13
9	Apr 14	Midterm Exam Coverage: Chapters 1-11
10	Apr 21	Bond Prices and Yields Readings: Chapter 14
11	Apr 28	Managing Bond Portfolios Readings: Chapter 16	News memo due
12	May 5	Macroeconomic and Industry Analysis Readings: Chapter 17
13	May 12	Equity Valuation Models Readings: Chapter 18	PS 2 out
14	May 19	Financial Statement Analysis Readings: Chapter 19
15	May 26	Option Markets Readings: Chapter 20	News memo due PS 2 due
16	Jun 2	Option Valuation and Monte Carlo Simulation Readings: Chapter 21
17	Jun 9	Final Exam Coverage: Chapters 14, 16, 18-21
18	Jun 16	Flexible week	Term project due

Teaching Methods

Teaching Assistant

Teaching Assistants and TA office hours (if any) will be posted on Moodle.

Requirement/Grading

Assessment Methods

News Memo	10%
Problem Sets	10%
Individual Term Project	30%
Midterm Exam	20%
Final Exam	30%

Textbook & Reference

Required material is "Investments," by Bodie, Kane, and Marcus. 13th edition, McGraw-Hill, 2023.

Reference Materials: Bloomberg Businessweek, Reuters, The Wall Street Journal, Economist.

Coding Environment: R Language

Students are expected to bring their own laptops with R (https://www.r-project.org/) and RStudio (https://posit.co/downloads/) pre-installed. This setup will be essential for hands-on exercises, data analysis, and project development throughout the course. Ensuring both tools are properly installed before the first class is strongly recommended.

Urls about Course

Attachment

Syllabus_000351051 _Investment.pdf