金融投资概论

(栗沛沛)FIN3012024秋 2023秋 2020秋 2019秋  
2024秋 2023秋 2020秋 2019秋
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选课类别:专业任务 教学语言:双语
课程类别:专业必修课 开课单位:金融系
课程层次:未知 获得学分:3.0
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课程简介(教工部数据)
本课程将介绍投资学的基本概念和理论。学生将学习如何在场内市场交易,如何将资金在不同的证券和资产上进行分配,如何确定金融资产的合理价值,以及评判基金经理的业绩等内容。在学习的过程中,我们将会学习金融学领域最有影响也是最重要的基本理论,包括但不限于马科维兹现代组合理论、资本资产定价模型(CAPM),无套利定价模型(APT)等。为了提高学生的操作技能,本课程安排了模拟炒股交易以及基金投资读书报告,期望学生能够学以致用。


This course provides you with an introduction to the most fundamental aspects of investments. You will learn how to trade on financial exchanges, how to allocate money across several different types of securities/assets (how to invest rather than speculate), how to determine the fair price of a financial security, and how to determine whether a portfolio manager is doing a good job. During the course, we will come across some of the most important and influential concepts of finance theory: the Markowitz Portfolio Selection Model, the Capital Asset Pricing Model (CAPM), and the concept of arbitrage. These concepts are so important that Nobel Prizes have been awarded for their discovery!The course has a “Trading Game” for you to learn hands-on skills in investment. Also, you are required to submit book reports. These arrangements will give you a flavor of investment practice in industry.
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