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 |
GENERAL INFORMATION |
|
---|---|
Language of Instruction : | Turkish |
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. DİDEM TETİK KÜÇÜKELÇİ |
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 & 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 | - | MID-TERM EXAM | - |
9 | Reading | Using basic and technical analysis in creating portfolio | Lecture & Question Answer & Analysis & Problem Solving Method |
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 |
---|
Frank, K. Reilly, Keith C. Brown, (2013) Investment Analysis Portfolio Management. |
Karan, N. (2017) Yatirim Analizi ve Portfoy Yonetimi. 3rd Edition. Gazi Bookstore |
Kabakci, A. (2008). Portfoy Yonetimi. 2nd Edition |
Journal: Forbes Turkiye |
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 |
Define concepts such as management, manager and leader.
|
||||||
2 |
Analyze the accuracy, reliability and validity of the new information obtained from the data.
|
KNOWLEDGE |
|||||||
---|---|---|---|---|---|---|---|
Factual |
|||||||
Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Report the obtained data.
|
||||||
2 |
Prepare software and projects related with the field.
|
SKILLS |
|||||||
---|---|---|---|---|---|---|---|
Cognitive |
|||||||
Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Use the appropriate resources for data analysis related with the field.
|
||||||
2 |
Analyze the work processes.
|
SKILLS |
|||||||
---|---|---|---|---|---|---|---|
Practical |
|||||||
Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Manage projects as part of a team.
|
||||||
2 |
Apply the material, techniques and analyzes in relation with the subject for project and work flows.
|
OCCUPATIONAL |
|||||||
---|---|---|---|---|---|---|---|
Autonomy & Responsibility |
|||||||
Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Fulfill responsibility with a focus on result in individual and team studies.
|
OCCUPATIONAL |
|||||||
---|---|---|---|---|---|---|---|
Learning to Learn |
|||||||
Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Recognizes what he/she knows about his/her field or not.
|
||||||
2 |
Act the theoretical knowledge in real life with learning to learn approach.
|
||||||
3 |
Apply different methods and techniques with an innovative approach in his/her research.
|
OCCUPATIONAL |
|||||||
---|---|---|---|---|---|---|---|
Communication & Social |
|||||||
Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Apply the results obtained in accordance with voluntarism and social responsibility projects.
|
||||||
2 |
Establish a healthy contact with colleagues
|
||||||
3 |
Share the analyzes and obtained results with colleagues.
|
||||||
4 |
Cooperate with colleagues at international level with the help of foreign language competency.
|
OCCUPATIONAL |
|||||||
---|---|---|---|---|---|---|---|
Occupational and/or Vocational |
|||||||
Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Behave in accordance with ethical values regarding the collection, analysis and reporting of data.
|
||||||
2 |
Participate the design of work processes and systems with full quality.
|
||||||
3 |
Cooperate with other employees for the continuation of sustainability in the profession.
|
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 |
Total Workload of the Course Unit | 128 | ||
Workload (h) / 25.5 | 5 | ||
ECTS Credits allocated for the Course Unit | 5,0 |