日本語 English
| 開講年度/ Academic YearAcademic Year |
20242024 |
| 科目設置学部/ CollegeCollege |
経営学研究科/Graduate School of BusinessGraduate School of Business |
| 科目コード等/ Course CodeCourse Code |
KT381/KT381KT381 |
| テーマ・サブタイトル等/ Theme・SubtitleTheme・Subtitle |
This lecture introduces a variety of ideas for Investment and Asset pricing based on the Modern Finance Theory.The goal is for students, especially those who are learning for the first time, to fully understand and, moreover, to be able to use the methods learned to derive answers to real-world problems and issues. |
| 授業形態/ Class FormatClass Format |
対面（全回対面）/Face to face (all classes are face-to-face)Face to face (all classes are face-to-face) |
| 授業形態（補足事項）/ Class Format (Supplementary Items)Class Format (Supplementary Items) |
Classes are usually face-to-face. |
| 授業形式/ Class StyleCampus |
講義/LectureLecture |
| 校地/ CampusCampus |
池袋/IkebukuroIkebukuro |
| 学期/ SemesterSemester |
秋学期/Fall semesterFall semester |
| 曜日時限・教室/ DayPeriod・RoomDayPeriod・Room |
月4/Mon.4 Mon.4 ログインして教室を表示する（Log in to view the classrooms.） |
| 単位/ CreditsCredits |
22 |
| 科目ナンバリング/ Course NumberCourse Number |
MIB6211 |
| 使用言語/ LanguageLanguage |
英語/EnglishEnglish |
| 履修登録方法/ Class Registration MethodClass Registration Method |
科目コード登録/Course Code RegistrationCourse Code Registration |
| 配当年次/ Assigned YearAssigned Year |
配当年次は開講学部のR Guideに掲載している科目表で確認してください。配当年次は開講学部のR Guideに掲載している科目表で確認してください。 |
| 先修規定/ Prerequisite RegulationsPrerequisite Regulations |
|
| 他学部履修可否/ Acceptance of Other CollegesAcceptance of Other Colleges |
履修登録システムの『他学部・他研究科履修不許可科目一覧』で確認してください。 |
| 履修中止可否/ Course CancellationCourse Cancellation |
－（履修中止制度なし/ No system for cancellation) |
| オンライン授業60単位制限対象科目/ Online Classes Subject to 60-Credit Upper LimitOnline Classes Subject to 60-Credit Upper Limit |
|
| 学位授与方針との関連/ Relationship with Degree PolicyRelationship with Degree Policy |
各授業科目は、学部・研究科の定める学位授与方針（DP）や教育課程編成の方針（CP）に基づき、カリキュラム上に配置されています。詳細はカリキュラム・マップで確認することができます。 |
| 備考/ NotesNotes |
The purpose of this course is to introduce some concepts and techniques for Investment and Asset Pricing.
Students will be expected to examine real economic issues with studied tools.
There are three modules in this course. 1: Understand the Financial market and Theory, 2: Modeling and Applying to the real economic issues, 3: Teamwork to solve the problem with your classmate. In addition, we may have a chance to visit the Tokyo Stock Exchange for sightseeing.
| 1 | Introduction: Explain this course and background check for the knowledge of participants. |
| 2 | Foundation of Finance: Some points on Real Market |
| 3 | Asset Classes and Financial Instruments |
| 4 | Security Markets |
| 5 | Bond Prices and Yields |
| 6 | Managing Bond Portfolios |
| 7 | Mid term Test and Risk and Return features on the securities |
| 8 | Efficient Diversification on investment |
| 9 | Capital Asset Pricing Model and the Efficient Market Hypothesis |
| 10 | Macroeconomic and Industry Analysis |
| 11 | Equity Valuation |
| 12 | Financial Statement Analysis |
| 13 | Evaluation for Investment Performance |
| 14 | Final Test and Explanation |
板書 /Writing on the Board
スライド（パワーポイント等）の使用 /Slides (PowerPoint, etc.)
上記以外の視聴覚教材の使用 /Audiovisual Materials Other than Those Listed Above
個人発表 /Individual Presentations
グループ発表 /Group Presentations
ディスカッション・ディベート /Discussion/Debate
実技・実習・実験 /Practicum/Experiments/Practical Training
学内の教室外施設の利用 /Use of On-Campus Facilities Outside the Classroom
校外実習・フィールドワーク /Field Work
上記いずれも用いない予定 /None of the above
| 補足事項 (Supplementary Items) |
|---|
| If requested by the students, a tour of the Tokyo Stock Exchange is planned. |
1. Students have to prepare the Text and materials which will be covered the class.
2. Two times case assignments will be required for students to research, discuss, and debate with the team.
3. Tests will be taken place for encouraging students and to confirm the term which was covered in the class.
| 種類 (Kind) | 割合 (%) | 基準 (Criteria) |
|---|---|---|
| 平常点 (In-class Points) | 100 |
Mid term Test(30%) Class Participation and Assignments(30%) 最終テスト(Final Test)(40%) |
| 備考 (Notes) | ||
| No | 著者名 (Author/Editor) | 書籍名 (Title) | 出版社 (Publisher) | 出版年 (Date) | ISBN/ISSN |
|---|---|---|---|---|---|
| 1 | Zvi Bodie, Alex Kane and Alan Marcus | Essentials of Investments (Paperback, 11th Edition) | McGraw-Hill | 2019 | 9781260288391 |
| No | 著者名 (Author/Editor) | 書籍名 (Title) | 出版社 (Publisher) | 出版年 (Date) | ISBN/ISSN |
|---|---|---|---|---|---|
| 1 | Edwin J. Elton | Modern Portfolio Theory and Investment Analysis 9th Edition | Wiely | 2014 | 9781118469941 |
| 2 | Hull, John | Options, Futures, and Other Derivatives, 9th edition | Pearson | 2014 | 9780133456318 |
本授業では投資ならびに資産価格形成について現代ファイナンス理論に基づいて講義を行う。
特に、初めて学習する学生においても十分に理解し、さらに、学習した方法を用いて現実の課題や問題に答えを導くことができるようになることが目標である。
The purpose of this course is to introduce some concepts and techniques for Investment and Asset Pricing.
Students will be expected to examine real economic issues with studied tools.
このコースの目的は、投資と資産価格の概念とテクニックを紹介することである。
具体的には米国のトップビジネススクールで広く利用されている教科書の要約版を用いて、授業を行う。受講生は教科書の内容を理解することによって、ファイナンスに関して米国でも通用する理解力を備えることが期待される。
また、この授業を通して学習した分析手法や理論を用いて、実際の経済問題を検討することが期待される。
There are three modules in this course. 1: Understand the Financial market and Theory, 2: Modeling and Applying to the real economic issues, 3: Teamwork to solve the problem with your classmate. In addition, we may have a chance to visit the Tokyo Stock Exchange for sightseeing.
| 1 | Introduction: Explain this course and background check for the knowledge of participants. |
| 2 | Foundation of Finance: Some points on Real Market |
| 3 | Asset Classes and Financial Instruments |
| 4 | Security Markets |
| 5 | Bond Prices and Yields |
| 6 | Managing Bond Portfolios |
| 7 | Mid term Test and Risk and Return features on the securities |
| 8 | Efficient Diversification on investment |
| 9 | Capital Asset Pricing Model and the Efficient Market Hypothesis |
| 10 | Macroeconomic and Industry Analysis |
| 11 | Equity Valuation |
| 12 | Financial Statement Analysis |
| 13 | Evaluation for Investment Performance |
| 14 | Final Test and Explanation |
板書 /Writing on the Board
スライド（パワーポイント等）の使用 /Slides (PowerPoint, etc.)
上記以外の視聴覚教材の使用 /Audiovisual Materials Other than Those Listed Above
個人発表 /Individual Presentations
グループ発表 /Group Presentations
ディスカッション・ディベート /Discussion/Debate
実技・実習・実験 /Practicum/Experiments/Practical Training
学内の教室外施設の利用 /Use of On-Campus Facilities Outside the Classroom
校外実習・フィールドワーク /Field Work
上記いずれも用いない予定 /None of the above
| 補足事項 (Supplementary Items) |
|---|
| If requested by the students, a tour of the Tokyo Stock Exchange is planned. |
1. Students have to prepare the Text and materials which will be covered the class.
2. Two times case assignments will be required for students to research, discuss, and debate with the team.
3. Tests will be taken place for encouraging students and to confirm the term which was covered in the class.
| 種類 (Kind) | 割合 (%) | 基準 (Criteria) |
|---|---|---|
| 平常点 (In-class Points) | 100 |
Mid term Test(30%) Class Participation and Assignments(30%) 最終テスト(Final Test)(40%) |
| 備考 (Notes) | ||
| No | 著者名 (Author/Editor) | 書籍名 (Title) | 出版社 (Publisher) | 出版年 (Date) | ISBN/ISSN |
|---|---|---|---|---|---|
| 1 | Zvi Bodie, Alex Kane and Alan Marcus | Essentials of Investments (Paperback, 11th Edition) | McGraw-Hill | 2019 | 9781260288391 |
| No | 著者名 (Author/Editor) | 書籍名 (Title) | 出版社 (Publisher) | 出版年 (Date) | ISBN/ISSN |
|---|---|---|---|---|---|
| 1 | Edwin J. Elton | Modern Portfolio Theory and Investment Analysis 9th Edition | Wiely | 2014 | 9781118469941 |
| 2 | Hull, John | Options, Futures, and Other Derivatives, 9th edition | Pearson | 2014 | 9780133456318 |