INVESTMENT THEORY AND PORTFOLIO MANAGEMENT PROGRAMME COURSE DESCRIPTION

Code	Name of the Course Unit	Semester	In-Class Hours (T+P)	Credit	ECTS Credit
ECF432	INVESTMENT THEORY AND PORTFOLIO MANAGEMENT	5	3	3	5

GENERAL INFORMATION
Language of Instruction :	English
Level of the Course Unit :	BACHELOR'S DEGREE, TYY: + 6.Level, EQF-LLL: 6.Level, QF-EHEA: First Cycle
Type of the Course :	Elective
Mode of Delivery of the Course Unit	-
Coordinator of the Course Unit	Assist.Prof. HABİBE GÜNGÖR
Instructor(s) of the Course Unit
Course Prerequisite	No

OBJECTIVES AND CONTENTS
Objectives of the Course Unit:	This course aims to gain the ability to manage investments and to make decisions within the framework of the valuation of the financial investment markets and portfolio theory.
Contents of the Course Unit:	Contents of the course include the subjects such as introduction to investment theory, traditional portfolio management, modern portfolio management, basic and technical analysis in portfolio formation, portfolio management strategies, measuring portfolio performance.

KEY LEARNING OUTCOMES OF THE COURSE UNIT (On successful completion of this course unit, students/learners will or will be able to)
Explain the principles and concepts of investment theory and portfolio management.
Explain the concept of investment instruments, risk and return.
Analyze and manage investments by comparing traditional portfolio management and Modern portfolio management.
Explain the Index (Factor) Models.
List portfolio creation analyzes.
Describe portfolio management strategies.
Analyze Investment and Portfolio performance.

WEEKLY COURSE CONTENTS AND STUDY MATERIALS FOR PRELIMINARY & FURTHER STUDY
Week	Preparatory	Topics(Subjects)	Method
1	Reading	Financial Environment and Financial Market	Lecture & Question Answer
2	Reading	Defining Investment Theory, its objectives and functions	Lecture & Question Answer
3	Reading	Introduction to investment method	Lecture & Question Answer & Analysis
4	Reading	Investment instruments and risk and return calculations	Lecture & Question Answer & Analysis
5	Reading	Traditional portfolio management	Lecture & Question Answer & Analysis
6	Reading	Modern portfolio management	Lecture & Question Answer & Analysis
7	Reading	Index (Factor models)	Lecture & Question Answer & Analysis
8	-	MID-TERM EXAM	-
9	Reading	Using basic and technical analysis in creating portfolio	Lecture & Question Answer & Analysis
10	Reading	Using basic and technical analysis in creating the 10th portfolio	Lecture & Question Answer & Analysis & Problem-Solving Method
11	Reading	Portfolio management strategies	Lecture & Question Answer & Analysis & Problem-Solving Method
12	Reading	Portfolio management strategies	Lecture & Question Answer & Analysis & Problem-Solving Method
13	Reading	Measuring Portfolio Performance	Lecture & Question Answer & Analysis & Problem-Solving Method
14	Reading	Measuring Portfolio Performance	Lecture & Question Answer & Analysis & Problem-Solving Method
15	Reading	General Revision	Lecture & Question Answer & Analysis & Problem-Solving Method
16	-	FINAL EXAM	-
17	-	FINAL EXAM	-

SOURCE MATERIALS & RECOMMENDED READING
Haugen, R.(2015) Modern Investment Theory.5th Edition
Peterson, S.(2012).Investment Theory and Risk Management.
Frank, K. Reilly, Keith C. Brown, (2013) Investment Analysis Portfolio Management.

ASSESSMENT
Assessment & Grading of In-Term Activities	Number of Activities	Degree of Contribution (%)	Description

Level of Contribution
0	1	2	3	4	5

KNOWLEDGE
Theoretical
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Explain the historical development process of Aviation Management.
2	Use computer programs related to Aviation Transportation.
3	Define basic concepts related with aviation management.

KNOWLEDGE
Factual
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Relate the information and facts in the field with other social sciences such as law, sociology, philosophy and history.
2	Classify the relationship between the basic functions of the business and the interactions between these functions.
3	Apply knowledge and skills related to his / her field by considering the legal aspect of occupational health and safety.
4	Explain the concepts of entrepreneurship and innovation with the field.

SKILLS
Cognitive
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Manage operational activities related to the airline.
2	Gain lifelong learning skills and use knowledge of the field in the business life with the awareness of social responsibility.

SKILLS
Practical
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Prepare written agreements with relevant institutions in accordance with the legislation.
2	Perform the theoretical and practical knowledge related to the field with appropriate analytical methods and modeling techniques in business life.
3	Manage all phases from planning to implementation of aviation operations as a member of a team.
4	Cooperate with stakeholders related to air transport.
5	Develop the modern techniques and tools necessary for applications related to the field.

OCCUPATIONAL
Autonomy & Responsibility
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Execute a study in his/her field independently.
2	Decide as an individual or a team member to solve the problems encountered in applications related to the field.

OCCUPATIONAL
Learning to Learn
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Evaluate advanced knowledge and skills in his/her field with a critical approach.
2	Apply activities to improve his/her performance and his / her responsibility in line with the learning objectives by determining the learning needs.

OCCUPATIONAL
Communication & Social
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Communicate with people and institutions related to the field in writing and verbally.
2	Explain his/her thoughts on the issues related to the field and suggestions for solutions to the problems by the related departments by using supporting quantitative and qualitative data.
3	Organize projects and activities for the social environment with social responsibility consciousness and to be able to apply those.

OCCUPATIONAL
Occupational and/or Vocational
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Manage airports and terminal operations efficiently using aviation and business information.

WORKLOAD & ECTS CREDITS OF THE COURSE UNIT
Workload for Learning & Teaching Activities
Type of the Learning Activites	Learning Activities (# of week)	Duration (hours, h)	Workload (h)
Lecture & In-Class Activities	14	3	42
Preliminary & Further Study	13	2	26
Land Surveying	0	0	0
Group Work	0	0	0
Laboratory	0	0	0
Reading	0	0	0
Assignment (Homework)	0	0	0
Project Work	0	0	0
Seminar	0	0	0
Internship	0	0	0
Technical Visit	0	0	0
Web Based Learning	0	0	0
Implementation/Application/Practice	0	0	0
Practice at a workplace	0	0	0
Occupational Activity	0	0	0
Social Activity	0	0	0
Thesis Work	0	0	0
Field Study	0	0	0
Report Writing	0	0	0
Final Exam	1	1	1
Preparation for the Final Exam	4	10	40
Mid-Term Exam	1	1	1
Preparation for the Mid-Term Exam	2	9	18
Short Exam	0	0	0
Preparation for the Short Exam	0	0	0
TOTAL	35	0	128