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. TUĞBA AKMAN KAPLAN
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	The graduate will be able to identify the main characteristics of literary movements such as modernism, postmodernism, and postcolonialism during the process of analysing a literary text verbally or in an essay.
2	The graduate will be able to relate language structure to its functions in a literary text.
3	The graduate will be able to explain and generate ideas on literary texts or visual work such as films.
4	The graduate will be able to identify the language and the writing style of a wide range of authors, poets, and playwrights from different periods.

KNOWLEDGE
Factual
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	The graduate will be able to explain the key terms and concepts associated with language, literature, and culture.
2	The graduate will be able to historically categorise various centuries or periods of time such as the Renaissance or the 20th century according to the literary, theoretical, social, and political developments reflected in literary texts.

SKILLS
Cognitive
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	The graduate will be able to compare and contrast characteristics of different literary genres.
2	The graduate will be able to interpret literary works produced in various cultures with different ethnical background.
3	The graduate will be able to compare and contrast different periods of time such as the Middle Ages and the Victorian Era in accordance with their distinctive literary, theoretical, social, and political background verbally or in an essay.

SKILLS
Practical
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	The graduate will be able to apply literary theories and develop argument of their own in the process of writing a research paper.
2	The graduate will be able to formulate a sophisticated argument/thesis in compliance with the ethical requirements needed to avoid plagiarism during the process of writing a research paper.
3	The graduate will be able to apply research skills to gather, organise, and present information skills in a research paper.
4	The graduate will be able to employ translation methods while translating a text from English to Turkish or vice versa.

OCCUPATIONAL
Autonomy & Responsibility
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	The graduate will be able to organise occupational and academic activities including meeting, seminars, and conferences.

OCCUPATIONAL
Learning to Learn
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	The graduate will be able to determine his or her own learning requirements and goals to develop sustainable attitude towards life-long learning.

OCCUPATIONAL
Communication & Social
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	The graduate will be able to develop effective oral and written communication skills in English.

OCCUPATIONAL
Occupational and/or Vocational
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	The graduate will be able to appraise and criticise development of the social rights, democracy, social justice, gender and racial identity, cultural and ethical values.

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