投资学精要英文版第十版课程设计

Course Design for the Essentials of Investments English 10th
Edition
Investing is an important aspect of finance that has the potential to generate significant returns over time. Understanding the key concepts and principles behind
investing is critical to making informed decisions in the financial markets. The Essentials of Investments by Zvi Bodie, Alex Kane, and Alan J. Marcus is a comprehensive introduction to the world of investing that covers various investment vehicles such as stocks, bonds, options, and real estate. The 10th edition of this book provides a modern and relevant overview of the financial markets and their dynamics. This course design outlines the key concepts and topics covered in this book and provides a framework for teaching the subject
in an effective manner.
Course Objectives
Knowledge
•To understand the fundamental principles of investing
•To understand the financial markets and their various components
•To understand the risks and rewards associated with different investment vehicles
•To understand the importance of asset allocation and diversification in building a portfolio
•To understand the basics of financial analysis and valuation
Skills
•To be able to evaluate different investment opportunities and make informed investment decisions •To be able to construct and manage a well-diversified investment portfolio
•To be able to apply basic financial analysis and valuation techniques to different investment assets •To be able to interpret and analyze financial data to make informed investment decisions
Course Structure
Topics Covered
1.Introduction to Investments
2.Asset Classes and Financial Instruments
3.Securities Markets
4.Mutual Funds and Other Investment Companies
5.Risk and Return: Past and Prologue
6.Efficient Diversification
7.Capital Asset Pricing and Arbitrage Pricing Theory
8.The Efficient Market Hypothesis
9.Behavioral Finance and Technical Analysis
10.Bond Prices and Yields
11.Managing Bond Portfolios
12.Portfolio Analysis and Theory
13.Equity Portfolio Management
14.Options
15.Futures
16.Real Estate and Other Tangible Assets
17.Alternative Investments
18.Tax-Advantaged Investments
Course Outline
Week 1
•Introduction to investments
•Risk and return: past and prologue
•Efficient diversification
Week 2
•Asset classes and financial instruments
•Securities markets
Week 3
•Mutual funds and other investment companies
•Capital asset pricing and arbitrage pricing theory Week 4
•The efficient market hypothesis
•Behavioral finance and technical analysis
Week 5
•Bond prices and yields
•Managing bond portfolios
Week 6
•Portfolio analysis and theory
•Equity portfolio management
Week 7
•Options
•Futures
Week 8
•Real estate and other tangible assets
•Alternative investments
•Tax-advantaged investments
Teaching Methods
•Lectures: The instructor will present the key concepts and principles of each topic through formal
lectures.
•Class discussions: Students will be encouraged to participate in class discussions to share their opinions, insights, and questions.
•Case studies: Students will analyze and discuss real-life case studies to apply the concepts covered in class to real-world situations.
•Assignments: Students will be given assignments to analyze different investment opportunities, construct
and manage investment portfolios, and interpret
financial data.
Assessment
•Quizzes (20%): Short quizzes will be given at the end of each topic to evaluate the students’
understanding of the material.
•Assignments (40%): Students will be given various assignments throughout the course that will test their ability to apply the concepts covered in class to real-life scenarios.
•Midterm Exam (20%): A midterm exam will be given halfway through the course to evaluate the students’
understanding of the material covered up to that point.
•Final Exam (20%): A final exam will be given at the end of the course to evaluate the students’ overall
understanding of the material.
Conclusion
Investing is a critical aspect of finance that requires a thorough understanding of the financial markets and their dynamics. The Essentials of Investments by Zvi Bodie, Alex Kane, and Alan J. Marcus is an excellent resource that provides a comprehensive introduction to the world of investing. This course design outlines the key concepts and topics covered in this book and provides a framework for teaching the subject in an effective manner. By the end of this course, students will have developed the skills and knowledge necessary to make informed investment decisions and construct and manage well-diversified investment portfolios.。