Serial Number
59485
Course Number
ECON3016
Course Identifier
303 37600
- Class 03
- 3 Credits
Elective
DEPARTMENT OF ECONOMICS
DEPARTMENT OF ECONOMICS
Elective- Lawrence Hsiao
- View Courses Offered by Instructor
COLLEGE OF MANAGEMENT DEPARTMENT OF FINANCE
- Mon 2, 3, 4
Please contact the department office for more information
Type 2
10 Student Quota
NTU 10
- 3 Specialization Programs
- English
- NTU COOL
- Core Capabilities and Curriculum Planning
- Notes
The course is conducted in English。 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
Enrolled0/10Other Depts0/0Remaining0Registered0- Course DescriptionThis 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 ObjectiveThe major topics will include financial markets, portfolio theory, asset pricing models, market efficiency, bond and equity valuation, investment performance evaluation, and behavioral finance.
- Course RequirementKnowledge of statistics will be helpful, though not required.
- Expected weekly study hours before and/or after class6
- Office Hour
Office hours: by appointment *This office hour requires an appointment - Designated Reading1. Zvi Bodie, Alex Kane, and Alan J. Marcus, Investments, Twelfth Edition, McGraw-Hill Education, New York, NY, U.S.A., 2021. (Main) 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.
- References1. Zvi Bodie, Alex Kane, and Alan J. Marcus, Investments, Twelfth Edition, McGraw-Hill Education, New York, NY, U.S.A., 2021. (Main) 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
40% Midterm
60% Final
- NTU has not set an upper limit on the percentage of A+ grades.
- NTU uses a letter grade system for assessment. The grade percentage ranges and the single-subject grade conversion table in the NATIONAL TAIWAN UNIVERSITY Regulations Governing Academic Grading are for reference only. Instructors may adjust the percentage ranges according to the grade definitions. For more information, see the Assessment for Learning Section。
- Adjustment methods for students
- Make-up Class Information
- Course Schedule
2/23Week 1 2/23 Investments: Background and Issues 3/2Week 2 3/2 Risk, return, and the historical record 3/9Week 3 3/9 Risk, return, and the historical record 3/16Week 4 3/16 CAPM 3/23Week 5 3/23 CAPM and efficient diversification 3/30Week 6 3/30 CAPM and efficient diversification; Arbitrage pricing theory 4/6Week 7 4/6 No class (Make-up holiday as Tomb-Sweeping Festival) 4/13Week 8 4/13 Midterm 4/20Week 9 4/20 Efficient market hypothesis 4/27Week 10 4/27 Efficient market hypothesis 5/4Week 11 5/4 Bond prices and yields 5/11Week 12 5/11 Managing bond portfolios 5/18Week 13 5/18 Evaluating investment performance 5/25Week 14 5/25 Evaluating investment performance; Behavioral finance & special topics 6/1Week 15 6/1 Behavioral finance & special topics 6/8Week 16 6/8 Final