The aim of the course is to give to the students the current theoretical and practical knowledge about the investment and portfolio management.
Course Content
This course contains; Financial markets.,Financial institutions.,Financial instruments.,Time value of money.,Financial statements.,Financial analysis.,Fundamental analysis.,Stock valuation.,Bond valuation,Portfolio, risk and return.,Portfolio management.,Technical analysis.,Derivatives market,Derivative contracts.
Dersin Öğrenme Kazanımları
Teaching Methods
Assessment Methods
1. Will be able to define the concepts of the financial system
10, 9
A
1.1. Defines the financial markets
10, 9
A
1.2. Classifies the financial markets.
10, 9
A
2. Will be able to discuss the characteristics of financial institutions and instruments.
10, 9
A
2.1. Defines the financial intermediary.
10, 9
A
2.2. Compares the characteristics of financial instruments.
10, 9
A
Teaching Methods:
10: Discussion Method, 9: Lecture Method
Assessment Methods:
A: Traditional Written Exam
Course Outline
Order
Subjects
Preliminary Work
1
Financial markets.
2
Financial institutions.
3
Financial instruments.
4
Time value of money.
5
Financial statements.
6
Financial analysis.
7
Fundamental analysis.
8
Stock valuation.
9
Bond valuation
10
Portfolio, risk and return.
11
Portfolio management.
12
Technical analysis.
13
Derivatives market
14
Derivative contracts
Resources
Mehmet Baha Karan, Yatırım Analizi ve Portföy Yönetimi
Edwin J. Elton, Martin J. Gruber, Stephen J. Brown, William N. Goetzmann, Modern Portfolio Theory and Investment Analysis
Frank K. Reilly, Keith C. Brown, Investment Analysis and Portfolio Management
Course Contribution to Program Qualifications
Course Contribution to Program Qualifications
No
Program Qualification
Contribution Level
1
2
3
4
5
1
1. In light of the current developments in the field of banking and finance, use knowledge about the main sources, process and design which are related to the field.
X
2
2.Describe the mathematical and statistical methods of banking and finance.
X
3
3. Reach scientific knowledge in the field of banking and finance; evaluate, and use this information to solve macro and micro financial problems.
X
4
4. Implement the idea about individual and social problems of banking and finance and in the light of current developments find resolutions.
5
5. Solve the problems encountered in banking and finance theory and practice by using research methods that specific to field.
6
6. Carry out an independent study which needs expertise in the field of banking and finance and its sub-disciplines.
7
7. Develop different perspectives and take responsibility to solve complex issues which require expertise and encountered in the field of banking and finance and its sub-disciplines.
8
8. Critically evaluate acquired knowledge and skills in the field of banking and finance and its sub-disciplines.
9
9. Constantly evaluates itself by following the developments in science and technology with the importance of lifelong learning.
10
10. Mean acquired knowledge in the field of banking and finance and current developments about finance theory and practice to all groups systematically in written or oral form.
11
11. Critically question concepts and institutions of banking and finance, settled practice of management and norms and when necessary develop and attempt to change them.
12
12. Use software which in the level required by the field of banking and finance and information and communication technologies in the advanced level.
13
13. Take into consideration and internalize social, scientific and ethical values in the process of gathering, processing and evaluating information about field of banking and finance and its sub-disciplines.
14
14. With developing understanding of honesty, justice and ethics are required to be professional in the field, teach around them.
Assessment Methods
Contribution Level
Absolute Evaluation
Rate of Midterm Exam to Success
50
Rate of Final Exam to Success
50
Total
100
ECTS / Workload Table
Activities
Number of
Duration(Hour)
Total Workload(Hour)
Course Hours
14
3
42
Guided Problem Solving
14
1
14
Resolution of Homework Problems and Submission as a Report
0
0
0
Term Project
0
0
0
Presentation of Project / Seminar
0
0
0
Quiz
1
20
20
Midterm Exam
1
40
40
General Exam
1
60
60
Performance Task, Maintenance Plan
0
0
0
Total Workload(Hour)
176
Dersin AKTS Kredisi = Toplam İş Yükü (Saat)/30*=(176/30)
6
ECTS of the course: 30 hours of work is counted as 1 ECTS credit.
Detail Informations of the Course
Course Description
Course
Code
Semester
T+P (Hour)
Credit
ECTS
INVESTMENT and PORTFOLIO MANAGEMENT
-
Spring Semester
3+0
3
6
Course Program
Prerequisites Courses
Recommended Elective Courses
Language of Course
Turkish
Course Level
Second Cycle (Master's Degree)
Course Type
Elective
Course Coordinator
Assist.Prof. Selman DURAN
Name of Lecturer(s)
Assist.Prof. Selman DURAN
Assistant(s)
Aim
The aim of the course is to give to the students the current theoretical and practical knowledge about the investment and portfolio management.
Course Content
This course contains; Financial markets.,Financial institutions.,Financial instruments.,Time value of money.,Financial statements.,Financial analysis.,Fundamental analysis.,Stock valuation.,Bond valuation,Portfolio, risk and return.,Portfolio management.,Technical analysis.,Derivatives market,Derivative contracts.
Dersin Öğrenme Kazanımları
Teaching Methods
Assessment Methods
1. Will be able to define the concepts of the financial system
10, 9
A
1.1. Defines the financial markets
10, 9
A
1.2. Classifies the financial markets.
10, 9
A
2. Will be able to discuss the characteristics of financial institutions and instruments.
10, 9
A
2.1. Defines the financial intermediary.
10, 9
A
2.2. Compares the characteristics of financial instruments.
10, 9
A
Teaching Methods:
10: Discussion Method, 9: Lecture Method
Assessment Methods:
A: Traditional Written Exam
Course Outline
Order
Subjects
Preliminary Work
1
Financial markets.
2
Financial institutions.
3
Financial instruments.
4
Time value of money.
5
Financial statements.
6
Financial analysis.
7
Fundamental analysis.
8
Stock valuation.
9
Bond valuation
10
Portfolio, risk and return.
11
Portfolio management.
12
Technical analysis.
13
Derivatives market
14
Derivative contracts
Resources
Mehmet Baha Karan, Yatırım Analizi ve Portföy Yönetimi
Edwin J. Elton, Martin J. Gruber, Stephen J. Brown, William N. Goetzmann, Modern Portfolio Theory and Investment Analysis
Frank K. Reilly, Keith C. Brown, Investment Analysis and Portfolio Management
Course Contribution to Program Qualifications
Course Contribution to Program Qualifications
No
Program Qualification
Contribution Level
1
2
3
4
5
1
1. In light of the current developments in the field of banking and finance, use knowledge about the main sources, process and design which are related to the field.
X
2
2.Describe the mathematical and statistical methods of banking and finance.
X
3
3. Reach scientific knowledge in the field of banking and finance; evaluate, and use this information to solve macro and micro financial problems.
X
4
4. Implement the idea about individual and social problems of banking and finance and in the light of current developments find resolutions.
5
5. Solve the problems encountered in banking and finance theory and practice by using research methods that specific to field.
6
6. Carry out an independent study which needs expertise in the field of banking and finance and its sub-disciplines.
7
7. Develop different perspectives and take responsibility to solve complex issues which require expertise and encountered in the field of banking and finance and its sub-disciplines.
8
8. Critically evaluate acquired knowledge and skills in the field of banking and finance and its sub-disciplines.
9
9. Constantly evaluates itself by following the developments in science and technology with the importance of lifelong learning.
10
10. Mean acquired knowledge in the field of banking and finance and current developments about finance theory and practice to all groups systematically in written or oral form.
11
11. Critically question concepts and institutions of banking and finance, settled practice of management and norms and when necessary develop and attempt to change them.
12
12. Use software which in the level required by the field of banking and finance and information and communication technologies in the advanced level.
13
13. Take into consideration and internalize social, scientific and ethical values in the process of gathering, processing and evaluating information about field of banking and finance and its sub-disciplines.
14
14. With developing understanding of honesty, justice and ethics are required to be professional in the field, teach around them.
