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[ 投資學(英文授課) ]

  1. Organization

  2. Classes Start

    Feb 20, 2017
  3. Classes End

    Jun 24, 2017


About This Course

This course aims to introduce the investment environment of security markets, risk-return trade-off between various financial assets, and asset allocation methods and evaluations accompanied by fundamental theories and concepts of investing. Discussion topics include portfolio theory and practice, equilibrium in capital markets, fixed-income securities, security analysis, options, futures, and other derivatives, and applied portfolio management. Accompanying class lectures, students are required to conduct oral presentations. Upon completion of this course, students will gain not only practical knowledge concerning the investment market and investment products, but also in-depth analysis of portfolio allocation and asset valuations.


Statistics, Accounting, Economics

Course Material

Investments, Bodie, Kane, Marcus, and Jain, Asia Global Edition, McGraw-Hill, 2014.

Course Objectives

(1)Students learn about the investment environment

(2)Student learn to conduct technical analysis of stock market

(3)Student learn to conduct portfolio performance evalautions

(4)Students learn investment methods for empirical research analysis

(5)Students incorporate investment knolwedge and theories to business practices

(6)Students learn to use academic research database for empirical analysis

(7)Students learn to search for and present academic journal articles

(8)Students learn to be a responsible researcher and analyst via Turnitin software

Course Staff

Course Staff Image #1

Prof. Ann Shawing Yang 楊曉瑩

Associate Professor 副教授

IIMBA Institute of International Management 國際經營管理研究所(IMBA)