NTU Course
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Investment Theory

Offered in 113-2
  • Notes
    The course is conducted in English。
  • Limits on Course Adding / Dropping

    • Restriction: sophomores and beyond and Restriction: within this department (including students taking minor and dual degree program)

  • NTU Enrollment Status

    Enrolled
    0/20
    Other Depts
    0/0
    Remaining
    0
    Registered
    0
  • Course Description
    This course is an undergraduate level course. The course aims to cover the financial theory and empirical evidence relevant for investing. This course is taught in English.
  • Course Objective
    Students will be able to describe fundamental security pricing and portfolio management concepts. The major topics will include financial markets, portfolio theory, asset pricing models, market efficiency, behavioral finance, and investment performance evaluation.
  • Course Requirement
    Knowledge of basic statistics will be helpful, though not required.
  • Expected weekly study hours after class
  • Office Hour

    By appointment

    *This office hour requires an appointment
  • Designated Reading
  • References
    1. Zvi Bodie, Alex Kane, and Alan J. Marcus, Essentials of Investments, Twelfth Edition, McGraw-Hill Education, New York, NY, U.S.A., 2021. 2. Edwin J. Elton, Martin J. Gruber, Stephen J. Brown, and William N. Goetzmann, Modern Portfolio Theory and Investment Analysis, Ninth Edition, John Wiley & Sons, New York, NY, U.S.A., 2014. 3. Bradford D. Jordan, Thomas W. Miller, Jr., and Steven D. Dolvin, Fundamentals of Investments: Valuation and Management, Ninth Edition, McGraw-Hill Education, New York, NY, U.S.A., 2020.
  • Grading
    50%

    Midterm

    50%

    Final

  • Adjustment methods for students
  • Course Schedule
    2/17Week 1
    2/24Week 2
    3/03Week 3
    3/10Week 4
    3/17Week 5
    3/24Week 6
    3/31Week 7
    4/07Week 8
    4/14Week 9
    4/21Week 10
    4/28Week 11
    5/05Week 12
    5/12Week 13
    5/19Week 14
    5/26Week 15