Type of Credit: Elective
Credit(s)
Number of Students
能力項目說明
1. Understand the asset management industry in general
2. Understand the traditional portfolio theory
3. Understand the behavior finance applied in personal wealth management
4. Know to wirte an analyst' evaluation report on a listed company
5. Know to apply software design for the technical analysis of a company
| 教學週次Course Week | 彈性補充教學週次Flexible Supplemental Instruction Week | 彈性補充教學類別Flexible Supplemental Instruction Type |
|---|---|---|
|
Week |
Date |
Subject |
Reference |
|
|
1 |
2/22 |
Introduction |
Handout |
|
|
2 |
2/29 |
Economic forecast of year 2024 |
Industry Forecast |
|
|
3 |
3/7 |
Asset classes and how securities are traded |
BKM |
|
|
4 |
3/14 |
Asset management industry |
BKM |
|
|
5 |
3/21 |
Risk, return, and the historical record |
BKM |
|
|
6 |
3/28 |
Capital allocation to risky assets |
BKM |
|
|
7 |
4/4 |
Holiday |
|
|
|
8 |
4/11 |
Optimal risky portfolios |
BKM |
|
|
9 |
4/18 |
Midterm |
|
|
|
10 |
4/25 |
The capital asset pricing model |
BKM |
|
|
11 |
5/2 |
|
BKM |
|
|
12 |
5/9 |
The efficient market hypothesis |
Handout |
|
|
13 |
5/16 |
Behavioral finance and technical analysis |
BKM |
|
|
14 |
5/23 |
Equity valuation models |
BKM |
|
|
15 |
5/30 |
Portfolio performance evaluation |
BKM |
|
|
16 |
6/6 |
Final |
|
|
|
17 |
6/8 |
The theory of active portfolio management (Backup) |
BKM |
|
|
18 |
6/15 |
Investment policy and the framework (Backup) |
BKM |