TR EN

INVESTMENT THEORY AND PORTFOLIO MANAGEMENT PROGRAMME COURSE DESCRIPTION

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 Face to face
Coordinator of the Course Unit Prof.Dr. SACİDE VURAL
Instructor(s) of the Course Unit

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

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
Define the basic concepts of economics, administrative and human sciences.
2
Summarize the basic communication theories with information about the field of Radio Television and Cinema.
3
Communicate and explain the current information about communication with communication theories.

KNOWLEDGE

Factual

Programme Learning Outcomes Level of Contribution
0 1 2 3 4 5
1
Relate the knowledge and facts in the field of communication with other areas of social sciences such as law, philosophy, economics, politics, and sociology.
2
Explain the structure and operation of the radio, television and cinema industries and use this information in their professional life.

SKILLS

Cognitive

Programme Learning Outcomes Level of Contribution
0 1 2 3 4 5
1
Using the data sources published in his / her field effectively, he /she conduct research and use the results in his / her studies.
2
Analyze the international media structures and choose the media structure that is appropriate for his/her community.

SKILLS

Practical

Programme Learning Outcomes Level of Contribution
0 1 2 3 4 5
1
Analyze and evaluate social events at national and international level through media practices.

OCCUPATIONAL

Autonomy & Responsibility

Programme Learning Outcomes Level of Contribution
0 1 2 3 4 5
1
Apply his / her knowledge about media management and organization in his / her professional life.
2
Propose individual or team solutions for any problems in professional applications and production.

OCCUPATIONAL

Learning to Learn

Programme Learning Outcomes Level of Contribution
0 1 2 3 4 5
1
Follow the developments in the field of communication, the studies related to the field and the mass media tools, and critically discuss the acquired knowledge.
2
Critically interpret the economic, political and sociological dimensions of the media.
3
Recognize universal norms of law and evaluate existing structures in the field of communication in the context of communication law and communication ethics and apply these gains throughout life.

OCCUPATIONAL

Communication & Social

Programme Learning Outcomes Level of Contribution
0 1 2 3 4 5
1
Conduct literature research in a foreign language related to his/her field.
2
Prepare presentations for the film festival in Turkey and abroad, media organizations and communication symposia by using the communication skills.

OCCUPATIONAL

Occupational and/or Vocational

Programme Learning Outcomes Level of Contribution
0 1 2 3 4 5
1
Defend scientific, social and ethical values in his / her field studies.
2
Create film history, script, fiction, audio and video techniques knowledge and designs short or feature film stages.

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