SemesterSpring Semester, 2025
DepartmentIntegrated Curriculum by Dept. of Finance
Course NameInvestments
InstructorCha Yunju
Credit3.0
Course TypeRequired
PrerequisiteEconomic 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



































































































Week



Date



Topic



1



19-Feb



Course Introduction



2



26-Feb



Asset classes and financial instruments



3



5-Mar



Security markets



4



12-Mar



Risk and Return



5



19-Mar



Efficient diversification



6



26-Mar



Capital asset pricing and Arbitrage Pricing Theory



7



2-Apr



No Class due to University Holidays



8



9-Apr



Capital asset pricing and Arbitrage Pricing Theory



9



16-Apr



Midterm exam



10



23-Apr



Efficient market hypothesis



11



30-Apr



Mutual funds and other investment Companies



12



7-May



Evaluating Investment performance



13



14-May



Bond Prices and Yields, Bond Portfolios



14



21-May



At-home team project (Analyzing stock returns)



15



28-May



At-home team project (Analyzing stock returns)



16



4-Jun



Bond Prices and Yields, Bond Portfolios



17



11-Jun



Options and Futures



18



18-Jun



Final Exam



Teaching Methods
Teaching Assistant

TBA


Requirement/Grading

Your grade will be based on the following:




  1. Mid-term exam (35%) and final exam (35%):

  2. Attendance/participation (10%):

  3. Team projects (20%):


Textbook & Reference

We will mainly use lecture notes. Requirement textbook is Essentials of Investments, Zvi Bodie,Alex Kane,Alan J. Marcus, Twelfth edition 2022, McGraw Hill Education. You may use earlier editions. Textbooks do not change dramatically over time.


Urls about Course
Attachment

Yunju Cha_Syllabus_Investment_pdf.pdf