中正大學課程大綱
Investment Analysis投資管理學
一、課程概述
This course introduces graduate students to the fundamentals of investment analysis and portfolio management. It begins with the investment environment and how securities are traded, then progresses through risk and return, capital allocation, efficient diversification, and the Capital Asset Pricing Model, before advancing to fixed-income valuation and bond portfolio management, equity and fundamental analysis, and portfolio performance evaluation. Each topic is introduced through a student-led chapter presentation, followed by instructor-led reinforcement activities such as application-focused exercises, scenario comparisons, and analysis of real firms and market data. To support this process, the course provides students access to a dedicated AI-based learning tool, which students may use to clarify concepts, test their understanding, and refine their reasoning before and after each class to strengthen preparation and build confidence ahead of presentations and in-class discussion. Light in-class gamification (e.g., short quizzes, quick polls, and mini-competitions built around each week's topic) is used throughout the semester to reinforce quantitative fluency and keep repeated practice engaging rather than repetitive. Class may also conclude with a brief student mini-presentation applying course concepts to a hypothetical investor decision, a stock comparison, or a firm's fundamentals. Learning activities include lectures during the introductory weeks, chapter presentations, in-class gamified activities, quizzes, a midterm exam, and a final project in which students apply the course's analytical tools to construct and justify a portfolio for a real or hypothetical investor. To support student learning, the instructor may adjust the pace and content as needed.
二、課程大綱說明文件115-1 AACSB_Investment 課程大綱 final aggregated.pdf
三、教材編選
四、教學教法
五、評量工具
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