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ISTANBUL GELİŞİM UNIVERSITY INFORMATION SYSTEM

INVESTMENT THEORY AND PORTFOLIO MANAGEMENT COURSE IDENTIFICATION AND APPLICATION INFORMATION

Code Name of the Course Unit Semester In-Class Hours (T+P) Credit ECTS Credit
EKF432 INVESTMENT THEORY AND PORTFOLIO MANAGEMENT 5 3 3 5

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 & Problem Solving Method
4 Reading Investment instruments and risk and return calculations Lecture & Question Answer & Analysis & Problem Solving Method
5 Reading Traditional portfolio management Lecture & Question Answer & Analysis & Problem Solving Method
6 Reading Modern portfolio management Lecture & Question Answer & Analysis & Problem Solving Method
7 Reading Index (Factor models) Lecture & Question Answer & Analysis & Problem Solving Method
8 Reading Using basic and technical analysis in creating portfolio Lecture & Question Answer & Analysis & Problem Solving Method
9 Reading Using basic and technical analysis in creating the 10th portfolio Lecture & Question Answer & Analysis & Problem Solving Method
10 - MID-TERM EXAM -
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 -