此參考說明所註明的目錄。請向該機構確認當前課程供給與適用於你入學的條件。
課程說明
投資分析與投資組合管理 檢視個人與機構投資者之投資/資產配置決策。討論主要資產定價模型與市場效率測試。共同股票、優先股、共同基金與養老基金之理論與實務估值模型。各類工具於不同投資策略（如投資、投機、避險與套利）中的運用。分析師挑選投資之技術，如基本面分析、技術分析與量化分析。講授、討論，每週 3 小時。限制：在註冊指南所列日期前，開放予獲准修讀財務專修之 BBA 學生、資料科學與分析主修學生 (DASA /DAFA) 以及 BBE 財務經濟選修學生。該日期之後則開放予 BAcc、BBA、BBE、BCB 及商學聯合主修學生。先修課程：FNCE 3P96 。註：本課程可能以多種授課方式提供。授課方式將於適用學期之課程時間表列明。
先修條件
- 先修課程：FNCE 3P96 。
條件與方式
- 限制：在註冊指南所列日期前，開放予獲准修讀財務專修之 BBA 學生、資料科學與分析主修學生 (DASA /DAFA) 以及 BBE 財務經濟選修學生。該日期之後則開放予 BAcc、BBA、BBE、BCB 及商學聯合主修學生。
- 先修課程：FNCE 3P96 。
- 注意：此課程可能以多種授課方式開設。授課方式將在適用學期的學術時刻表中列出。
原文參考文本
Investment Analysis and Portfolio Management Examination of the investment/asset allocation decision for the individual and institutional investors. Discussion of the main asset pricing models and market efficiency tests. Theoretical and practical valuation models of common stocks, preferred stocks, mutual funds and pension funds. Use of different instruments in various investment strategies such as investment, speculation, hedging and arbitrage. Techniques used by analysts to pick investments such as fundamental analysis, technical analysis and quantitative analysis. Lectures, discussion, 3 hours per week. Restriction: open to BBA students approved to the Finance concentration, Data Sciences and Analytics majors (DASA /DAFA) and BBE Financial Economics option students until date specified in Registration guide. After that date open to BAcc, BBA, BBE, BCB and combined Business majors. Prerequisite(s): FNCE 3P96 . Note: this course may be offered in multiple modes of delivery. The method of delivery will be listed on the academic timetable, in the applicable term.
- Prerequisite(s): FNCE 3P96 .
- Restriction: open to BBA students approved to the Finance concentration, Data Sciences and Analytics majors (DASA /DAFA) and BBE Financial Economics option students until date specified in Registration guide. After that date open to BAcc, BBA, BBE, BCB and combined Business majors.
- Note: this course may be offered in multiple modes of delivery. The method of delivery will be listed on the academic timetable, in the applicable term.
來源與參考
保留日期與來源以協助你核實資料。為便於閱讀提供譯文；官方來源為條件與要求的參照。
來源參考 : https://brocku.ca/webcal/2024/undergrad/busi.html