INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT PROGRAMME COURSE DESCRIPTION

Code	Name of the Course Unit	Semester	In-Class Hours (T+P)	Credit	ECTS Credit
UTI342	INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT	6	3	3	8

GENERAL INFORMATION
Language of Instruction :	Turkish
Level of the Course Unit :	, TYY: + , EQF-LLL: , QF-EHEA:
Type of the Course :	Compulsory
Mode of Delivery of the Course Unit	-
Coordinator of the Course Unit
Instructor(s) of the Course Unit
Course Prerequisite	No

OBJECTIVES AND CONTENTS
Objectives of the Course Unit:	The objective of this course is to enable students to learn about financial investment instruments, securities valuation methods, risk-return analysis, and modern portfolio management techniques. Students will be able to evaluate investment decisions within an analytical framework and gain portfolio creation and management skills.
Contents of the Course Unit:	By the end of the course, students will be able to: Identify financial investment instruments and markets. Valuate bonds, stocks, and derivative products. Measure risk and return concepts. Apply Modern Portfolio Theory (Markowitz) and the CAPM model. Gain the ability to create and manage an efficient portfolio. Evaluate investment strategies in light of macroeconomic and financial developments.

KEY LEARNING OUTCOMES OF THE COURSE UNIT (On successful completion of this course unit, students/learners will or will be able to)
Analyzes financial investment instruments and market types. (Bloom 4)
Performs valuation of bonds, stocks, and derivative instruments. (Bloom 3)
Measures and compares risk and return concepts. (Bloom 4)
Applies Modern Portfolio Theory (Markowitz) and the CAPM model in portfolio analysis. (Bloom 3)
Evaluates investment strategies in light of macroeconomic and financial developments. (Bloom 4)

WEEKLY COURSE CONTENTS AND STUDY MATERIALS FOR PRELIMINARY & FURTHER STUDY
Week	Preparatory	Topics(Subjects)	Method
1	Reading	Definition of investment, investment instruments, financial markets and institutions	Presentation & Discussion & Q&A
2	Reading	Risk and return concepts, measurement methods	Presentation & Discussion & Q&A
3	Reading	Stock valuation (fundamental analysis – discounted cash flow methods)	Presentation & Discussion & Q&A
4	Reading	Bond valuation, interest rate and bond price relationship	Presentation & Discussion & Q&A
5	Reading	Derivative products (futures, options, swaps)	Presentation & Discussion & Q&A
6	Reading	Introduction to portfolio management, diversification, and correlation	Presentation & Discussion & Q&A
7	Reading	Modern Portfolio Theory (Markowitz model	Presentation & Discussion & Q&A
8	Reading	Capital Asset Pricing Model (CAPM) and Beta	Presentation & Discussion & Q&A
9	Reading	Arbitrage Pricing Theory (APT)	Presentation & Discussion & Q&A
10	-	MID-TERM EXAM	-
11	Reading	Efficient market hypothesis and behavioral finance approaches	Presentation & Discussion & Q&A
12	Reading	Portfolio performance measurement methods (Sharpe, Treynor, Jensen, etc.)	Presentation & Discussion & Q&A
13	Reading	Investment funds, pension funds, and portfolio management practices	Presentation & Discussion & Q&A
14	Reading	Alternative investments (real estate, commodities, crypto assets)	Presentation & Discussion & Q&A
15	Reading	General Review	Presentation & Discussion & Q&A
16	-	FINAL EXAM	-
17	-	FINAL EXAM	-

SOURCE MATERIALS & RECOMMENDED READING
Karan, M. B. (2013). Yatırım analizi ve portföy yönetimi (4. Baskı). Ankara: Gazi Kitabevi.
Aksoy, E. E. (2014). Uluslararası Portföy Yönetimi. Detay Yayıncılık.
Yaslıdağ, B. (2024). Portföy Yönetimi ve Yatırım Analizi. Seçkin Yayıncılık.

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

Level of Contribution
0	1	2	3	4	5

KNOWLEDGE
Theoretical
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Describe basic theories of microeconomics and macroeconomics by benefiting from assumptions and axioms.			2
2	Recognize the entries in the book and financial balance sheet of the business organization.						5
3	Define concepts, theories and principles of basic and subfields of international trade by adhering to the background knowledge.					4

KNOWLEDGE
Factual
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Summarize historical development of the international trade theories by adhering to the chronological order.				3
2	Use theoretical knowledge gained in the field of international trade in occupational practices and daily life.						5
3	Solve financial and legal problems confronted in international trade practices.						5

SKILLS
Cognitive
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Relate statistical raw data by benefiting from computer programs and relate data with one another in consideration of theoretical knowledge.			2
2	Evaluate developments in the world in consideration of common courses in the faculty with an intellectual perspective.				3

SKILLS
Practical
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Interpret current events and facts in international trade based on advanced knowledge and skills from an analytical and systematic holistic view.						5

OCCUPATIONAL
Autonomy & Responsibility
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Relate knowledge about economic globalization and internationalization with current knowledge in the field.					4

OCCUPATIONAL
Learning to Learn
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Examine current economic policies applied over the gained advanced knowledge and skills by a critical approach.					4

OCCUPATIONAL
Communication & Social
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Explain demands in written or verbally by using the foreign language skill in business and social life effectively.		1
2	Tell knowledge, thoughts and solution offers regarding subjects in international trade to relevant stakeholders demands in written or verbally.					4
3	Design a healthy communication network for themselves in the business world by using social life skills.					4

OCCUPATIONAL
Occupational and/or Vocational
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Analyze current issues, events and problems by benefiting from theoretical and historical knowledge of international trade and economics.						5
2	Develop suggestions for international trade policies by determining economic problems in the macro level.						5
3	Apply commercial applications in consideration of knowledge gained in financing and management of international trade by being inclusive of international market						5
4	Discuss the effects of commercial and financial globalization processes on the income distribution, by benefiting from data.			2

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	14	4	56
Land Surveying	0	0	0
Group Work	0	0	0
Laboratory	0	0	0
Reading	12	4	48
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	7	5	35
Mid-Term Exam	1	1	1
Preparation for the Mid-Term Exam	5	4	20
Short Exam	0	0	0
Preparation for the Short Exam	0	0	0
TOTAL	54	0	203