日本語 English
開講年度/ Academic YearAcademic Year |
20242024 |
科目設置学部/ CollegeCollege |
経営学部/College of BusinessCollege of Business |
科目コード等/ Course CodeCourse Code |
BT426/BT426BT426 |
テーマ・サブタイトル等/ Theme・SubtitleTheme・Subtitle |
株式投資の仮想体験 |
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) |
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授業形式/ Class StyleCampus |
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校地/ CampusCampus |
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学期/ SemesterSemester |
春学期/Spring SemesterSpring Semester |
曜日時限・教室/ DayPeriod・RoomDayPeriod・Room |
木4・X306/Thu.4・X306 Thu.4・X306 |
単位/ CreditCredit |
22 |
科目ナンバリング/ Course NumberCourse Number |
BUS3010 |
使用言語/ LanguageLanguage |
日本語/JapaneseJapanese |
履修登録方法/ Class Registration MethodClass Registration Method |
その他登録/"Other" Registration"Other" Registration |
配当年次/ Grade (Year) RequiredGrade (Year) Required |
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 |
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他学部履修可否/ Acceptance of Other CollegesAcceptance of Other Colleges |
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履修中止可否/ course cancellationcourse cancellation |
〇(履修中止可/ Eligible 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 |
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学位授与方針との関連/ Relationship with Degree PolicyRelationship with Degree Policy |
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備考/ NotesNotes |
コンセントレーション:アカウンティング&ファイナンス領域 |
テキスト用コード/ Text CodeText Code |
BT426 |
In the third-year seminar, students will experience stock investments and construct equity portfolios in a virtual setting through the ‘Nikkei Stock League’, a financial educational program organized by the Nikkei Inc. In order to construct portfolios, as the first step, students will determine their overall investment goals and strategies. Then, students will pick up stocks to be included in portfolios, by setting specific selection criteria that are consistent with their investment goals and strategies, and purchase stocks with virtual money to form portfolios. As the last step, students will prepare a final report providing rational for their investment strategies and evaluating their investment performance. Through these steps, students will have deeper understanding of investments in financial markets.
In the third-year seminar, we will divide third-year students into several groups and each of which will consist of four or five students. At the beginning of the spring semester, each group will join the ‘Nikkei Stock League’ program and start working on developing investment strategies, selecting stocks, and constructing portfolios. All groups are expected to report progress of their work every week throughout the year and consult with the instructor when they face any challenges on their quantitative and/or conceptual work. Each group will prepare a final report toward the end of the fall semester and submit a completed report to the Nikkei Inc by mid-January.
※Please refer to Japanese Page for details including evaluations, textbooks and others.
3年次演習は、2年次演習において学習した基礎的な金融・ファイナンス論の知識を実際に活用する形で、日経ストックリーグに参加することにより株式投資の仮想体験を行う。投資を始めるにあたり、まずは大まかな投資戦略を定めた上で、その戦略に沿った銘柄を選定するための基準を設定し、基準に沿った選定銘柄で構成される株式ポートフォリオを構築する。更に、構築したポートフォリオのパフォーマンスの評価も行う。これら一連の作業経験をまとめたレポートを最終的に作成することを通じて、受講生の金融・ファイナンス論に対する理解を一層深めることを目的とする。
In the third-year seminar, students will experience stock investments and construct equity portfolios in a virtual setting through the ‘Nikkei Stock League’, a financial educational program organized by the Nikkei Inc. In order to construct portfolios, as the first step, students will determine their overall investment goals and strategies. Then, students will pick up stocks to be included in portfolios, by setting specific selection criteria that are consistent with their investment goals and strategies, and purchase stocks with virtual money to form portfolios. As the last step, students will prepare a final report providing rational for their investment strategies and evaluating their investment performance. Through these steps, students will have deeper understanding of investments in financial markets.
3年次演習では、1年間を通じて4名程度で構成される各グループごとに春学期初めから日経ストックリーグに参加する。そして、投資戦略の立案からポートフォリオの構築、およびそれらの内容をまとめた最終レポートを作成していく。各グループは作業の進捗状況を毎回のゼミにおいて報告し、数量的な分析手法や直面している課題の解決方法等について、教員からフィードバックを受ける。各グループは教員からのフィードバックを参考にしながら、秋学期末まで最終的なレポートの完成に向けて作業を進めていく。
In the third-year seminar, we will divide third-year students into several groups and each of which will consist of four or five students. At the beginning of the spring semester, each group will join the ‘Nikkei Stock League’ program and start working on developing investment strategies, selecting stocks, and constructing portfolios. All groups are expected to report progress of their work every week throughout the year and consult with the instructor when they face any challenges on their quantitative and/or conceptual work. Each group will prepare a final report toward the end of the fall semester and submit a completed report to the Nikkei Inc by mid-January.
1 | ガイダンス |
2 | 投資戦略の立案(1) |
3 | 投資戦略の立案(2) |
4 | 投資戦略の立案(3) |
5 | 投資戦略の立案(4) |
6 | 投資戦略の立案(5) |
7 | 投資戦略の立案(6) |
8 | 銘柄選定の基準設定(1) |
9 | 銘柄選定の基準設定(2) |
10 | 銘柄選定の基準設定(3) |
11 | 銘柄選定の基準設定(4) |
12 | 銘柄選定の基準設定(5) |
13 | 銘柄選定の基準設定(6) |
14 | 春学期作業の振り返り |
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
グループとして、投資戦略の立案、銘柄選定の基準設定、ポートフォリオ構築、および最終レポート作成の進捗状況を定期的に報告するための準備が必要となる。
種類 (Kind) | 割合 (%) | 基準 (Criteria) |
---|---|---|
平常点 (In-class Points) | 100 |
出席を基礎としたゼミへの参加度(40%) プレゼンテーション(30%) ゼミ内における積極的な発言・貢献(30%) |
備考 (Notes) | ||
なし/None
金融機関に就職を考えている方や、公認会計士、証券アナリスト試験を受験することに興味がある方、一般事業会社の財務部門での仕事に興味のある方、または個人的に株式投資に興味がある方などは、本ゼミの学習内容は役立つと思います。