Code | Name of the Course Unit | Semester | In-Class Hours (T+P) | Credit | ECTS Credit |
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EKF432 | INVESTMENT THEORY AND PORTFOLIO MANAGEMENT | 5 | 3 | 3 | 5 |
GENERAL INFORMATION |
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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. GÜLŞEN FİLAZOĞLU ÇOKLUK |
Instructor(s) of the Course Unit | |
Course Prerequisite | No |
OBJECTIVES AND CONTENTS |
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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) |
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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 |
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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 |
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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 |
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Assessment & Grading of In-Term Activities | Number of Activities | Degree of Contribution (%) | Description |
Level of Contribution | |||||
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0 | 1 | 2 | 3 | 4 | 5 |
KNOWLEDGE |
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Theoretical |
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Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Use knowledge sources consisting of the most effective methods and up-to-date information, implementation of tools and materials about psychology and supporting disciplinaries.
(Blooms 3)
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2 |
Determine problems in the field of psychology and solve them. (Blooms 3)
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KNOWLEDGE |
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Factual |
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Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Discriminate between normal and abnormal behaviours. (Blooms 2)
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2 |
Interpret psychology researches and report on them. (Blooms 3)
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SKILLS |
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Cognitive |
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Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Relate between psychology and other social sciences on relations. (Blooms 4)
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SKILLS |
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Practical |
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Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Apply psychological tests. (Blooms 3)
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2 |
Integrate knowledge and skills gained on the theories of contemporary psychology in the phases of helping individuals. (Blooms 6)
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3 |
Conduct several experiments in the field of psychology. (Blooms 6)
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OCCUPATIONAL |
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Autonomy & Responsibility |
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Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Collaborate with relevant organizations and individuals on the field studies. (Blooms 6)
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OCCUPATIONAL |
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Learning to Learn |
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Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Integrate developments in the field of psychology to the existing knowledge.
(Blooms 6)
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2 |
Scientifically analyse human behaviours. (Blooms 4)
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OCCUPATIONAL |
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Communication & Social |
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Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Explain knowledge and ideas gained in the field fluently and apprehensibly in a written way and verbally. (Blooms 2)
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2 |
Recognize individual, national and universal effects of problems in the field of psychology. (Blooms 2)
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OCCUPATIONAL |
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Occupational and/or Vocational |
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Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Integrate computer software and hardware and statistics in the field of psychology to their studies. (Blooms 6)
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2 |
Survey developments in informatics and communication technologies. (Blooms 4)
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3 |
Support social projects in the field of psychology. (Blooms 5)
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WORKLOAD & ECTS CREDITS OF THE COURSE UNIT |
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Workload for Learning & Teaching Activities |
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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 |