| 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. KADİR MERSİN |
| 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 |
Examination Method |
| Mid-Term Exam |
1 |
40 |
|
|
| Homework Assessment |
1 |
10 |
|
|
| Final Exam |
1 |
50 |
|
|
| TOTAL |
3 |
100 |
|
|
| Level of Contribution |
| 0 |
1 |
2 |
3 |
4 |
5 |
CONTRIBUTION OF THE COURSE UNIT TO THE PROGRAMME LEARNING OUTCOMES
KNOWLEDGE |
Theoretical |
|
Programme Learning Outcomes |
Level of Contribution |
| 0 |
1 |
2 |
3 |
4 |
5 |
| 1 |
To explain the basic concepts and theories associated with the field of Logistics Management
|
|
|
|
|
|
|
KNOWLEDGE |
Factual |
|
Programme Learning Outcomes |
Level of Contribution |
| 0 |
1 |
2 |
3 |
4 |
5 |
| 1 |
To relate concepts and cases in the field of Logistics Management with other fields in Social Sciences
|
|
|
|
|
|
|
| 2 |
To make scientific and interdisciplinary research about the cases in the field
|
|
|
|
|
|
|
SKILLS |
Cognitive |
|
Programme Learning Outcomes |
Level of Contribution |
| 0 |
1 |
2 |
3 |
4 |
5 |
| 1 |
To draw conceptual and theoretical connections between past and present trade and logistics – transportation procedures and to make forecasts for the future.
|
|
|
|
|
|
|
SKILLS |
Practical |
|
Programme Learning Outcomes |
Level of Contribution |
| 0 |
1 |
2 |
3 |
4 |
5 |
| 1 |
To make literature review for analyzing cases in the field of Logistics Management and to use this information for personal studies.
|
|
|
|
|
|
|
| 2 |
To use the latest technology for making descriptive and exploratory research and to use this information for personal studies.
|
|
|
|
|
|
|
OCCUPATIONAL |
Autonomy & Responsibility |
|
Programme Learning Outcomes |
Level of Contribution |
| 0 |
1 |
2 |
3 |
4 |
5 |
| 1 |
To conduct a field-specific study individually and to complete it with discipline and responsibility.
|
|
|
|
|
|
|
| 2 |
To assume duties and responsibilities in a team work as leader or team member and to fulfil them flawlessly.
|
|
|
|
|
|
|
OCCUPATIONAL |
Learning to Learn |
|
Programme Learning Outcomes |
Level of Contribution |
| 0 |
1 |
2 |
3 |
4 |
5 |
| 1 |
To analyze data and findings in the field of Logistics Management with respect to cause-effect relations and critical perspective.
|
|
|
|
|
|
|
| 2 |
To identify gaps in the theory and practice of Logistics Management and to offer solutions for each.
|
|
|
|
|
|
|
| 3 |
To develop ideas as to how to use the information related to the field of Logistics Management in professional life.
|
|
|
|
|
|
|
OCCUPATIONAL |
Communication & Social |
|
Programme Learning Outcomes |
Level of Contribution |
| 0 |
1 |
2 |
3 |
4 |
5 |
| 1 |
To convey information related with the field of Logistics Management by using effective presentation and communication techniques.
|
|
|
|
|
|
|
| 2 |
To use field-specific information for creation of various projects, activities and social responsibility programmes in the field of Logistics Management.
|
|
|
|
|
|
|
| 3 |
To conduct literature review, follow the recent developments and produce written and oral works in a foreign language.
|
|
|
|
|
|
|
OCCUPATIONAL |
Occupational and/or Vocational |
|
Programme Learning Outcomes |
Level of Contribution |
| 0 |
1 |
2 |
3 |
4 |
5 |
| 1 |
To respect social, cultural, scientific and ethical norms and values in the processing and dissemination of data.
|
|
|
|
|
|
|
| 2 |
To follow latest developments in the field and direct personal studies accordingly within the framework of the lifelong learning principle.
|
|
|
|
|
|
|
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 |
|