This course introduces students to the fundamentals of investment analysis and portfolio management. Students will explore risk and return, asset allocation, diversification, asset pricing models, and the valuation of stocks and bonds.
The course emphasizes hands-on learning through regular homework assignments, in-class problem-solving, and the use of Excel for financial calculations. Active participation is encouraged through student-led homework reviews, in-class discussions, and quizzes. Midterm and final exams will test students’ understanding of core principles and their ability to apply them to investment decision-making. To accommodate different learning speeds, the instructor may adjust the pace and content as needed to support student comprehension and progress.
本課程旨在幫助學生建立投資分析與投資組合管理的基本概念。內容涵蓋風險與報酬、資產配置、分散化投資、資產定價模型，以及股票與債券的評價方法。課程強調動手操作與實務應用，透過作業練習、課堂計算與 Excel 操作，加強學生對投資工具與分析方法的理解。學生將參與作業講解、課堂討論與小考，以促進主動學習與批判性思考。期中與期末考試則評量學生對核心理論的掌握及其應用於投資決策的能力。為配合學生的學習進度與理解狀況，教師將視班級整體表現適時調整授課內容與進度。