Code | Name of the Course Unit | Semester | In-Class Hours (T+P) | Credit | ECTS Credit |
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ECF432 | INVESTMENT THEORY AND PORTFOLIO MANAGEMENT | 5 | 3 | 3 | 5 |
GENERAL INFORMATION |
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Language of Instruction : | İngilizce |
Level of the Course Unit : | LİSANS, TYY: + 6.Düzey, EQF-LLL: 6.Düzey, QF-EHEA: 1.Düzey |
Type of the Course : | Seçmeli |
Mode of Delivery of the Course Unit | - |
Coordinator of the Course Unit | Prof.Dr. NEZİHA MUSAOĞLU |
Instructor(s) of the Course Unit | |
Course Prerequisite | No |
OBJECTIVES AND CONTENTS |
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Objectives of the Course Unit: | Finansal Yatırım piyasalarının değerlenmesi ve portföy teorisi çerçevesinde yatırımları yönetme ve karar alma yeteneği kazandırmaktır. |
Contents of the Course Unit: | Yatırım teorisine giriş, geleneksel portföy yönetimi modern portföy yönetimi, Portföy oluşturmada temek ve teknik analizler, portföy yönetim stratejileri, portföy performansının ölçülmesi gibi konuları içermektedir. |
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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Yatırım teorisi ve Portföy yönetimi konularındaki ilke ve kavramları açıklar.(explain) |
Yatırım araçları, risk ve getiri kavramlarını açıklar.(explain) |
Geleneksel portföy yönetimi ve Modern portföy yönetimini karşılaştırarak yatırımları yönetir ve analiz eder.(analyze) |
Endeks ( Faktör) Modellerini açıklar.(explain) |
Portföy oluşturma analizlerini listeler.(list) |
Portföy yönetim stratejilerini tanır.(describe) |
Yatırım ve Portföy performansını analiz eder.(analyze) |
WEEKLY COURSE CONTENTS AND STUDY MATERIALS FOR PRELIMINARY & FURTHER STUDY |
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Week | Preparatory | Topics(Subjects) | Method |
1 | Kitap Okuma | Finansal Çevre ve Finansal Piyasa | Anlatım, Soru Cevap, |
2 | Kitap Okuma | Yatırım teorisi tanımı, amaçları ve işlevi | Anlatım, Soru Cevap, |
3 | Kitap Okuma | Yatırım yönetimine giriş | Anlatım, Soru Cevap, İnceleme Yöntemi |
4 | Kitap Okuma | Yatırım araçları risk ve getiri hesaplamaları | Anlatım, Soru Cevap, İnceleme Yöntemi |
5 | Kitap Okuma | Geleneksel Portföy yönetimi | Anlatım, Soru Cevap, İnceleme Yöntemi |
6 | Kitap Okuma | Modern portföy yönetimi | Anlatım, Soru Cevap, İnceleme Yöntemi |
7 | Kitap Okuma | Endeks (Faktör modelleri) | Anlatım, Soru Cevap, İnceleme Yöntemi |
8 | - | ARA SINAV | - |
9 | Kitap Okuma | Portföy Oluşturmada Temel ve Teknik Analizin Kullanılması | Anlatım, Soru Cevap, İnceleme Yöntemi |
10 | Kitap Okuma | Portföy Oluşturmada Temel ve Teknik Analizin Kullanılması | Anlatım, Soru Cevap, İnceleme Yöntemi |
11 | Kitap Okuma | Portföy Yönetim Stratejileri | Anlatım, Soru Cevap, İnceleme Yöntemi |
12 | Kitap Okuma | Portföy Yönetim Stratejileri | Anlatım, Soru Cevap, İnceleme Yöntemi |
13 | Kitap Okuma | Portföy Performansının Ölçülmesi | Anlatım, Soru Cevap, İnceleme Yöntemi |
14 | Kitap Okuma | Portföy Performansının Ölçülmesi | Anlatım, Soru Cevap, İnceleme Yöntemi |
15 | Kitap Okuma | Genel Tekrar | Anlatım, Soru Cevap, İnceleme Yöntemi |
16 | - | FİNAL | - |
17 | - | FİNAL | - |
SOURCE MATERIALS & RECOMMENDED READING |
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Frank, K. Reilly, Keith C. Brown,(2013) Investment Analysis Portfolio Management. |
by Frank J. Fabozzi and Harry M., The Theory and Practice of Investment Management: Asset Allocation, Valuation, Portfolio Construction, and Strategies |
by Scott D. Stewart, Christopher D. Piros, et al., Portfolio Management: Theory and Practice |
Dergi: Forbes Türkiye, |
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 |
Define the basic theoretical, political, economic and administrative theories used in the field of Political Science and International Relations.
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2 |
Explain the political history, political ideas, intellectual accumulation of understanding international relations and the way that the history of diplomacy has passed from past to present.
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3 |
List the norms of universal law and human rights, the principles of the modern legal system, the names of modern bureaucratic and administrative structures.
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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 |
Explain the Turkish state tradition, the influence of Islam, the accumulation of political thought and its historical background, and compare this accumulation with the current approaches.
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2 |
Evaluate the chronological development of relations between political and diplomatic developments and political / diplomatic facts / events / ideas / actors from past to present.
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3 |
Analyze the structure and functioning of actors, organizations and organizations that determine international relations.
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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 |
In the light of current theoretical debates, apply relevant concepts to current political and international developments.
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2 |
Evaluate the Turkish political tradition, developments with the Turkic community.
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3 |
Use information on the field when comparing the administrative structures of different countries and their diplomatic traditions.
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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 |
Formulate the current political developments, developments and arrangements in international relations in the historical and theoretical accumulation.
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2 |
Analyze the functioning of modern political regimes in the light of political and public bureaucratic structures, regulations and developments.
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3 |
Examine and analyze current political developments in the Balkans, the Middle East, Central Asia, North Africa and the Caucasus in terms of both Turkish political history and international relations discipline.
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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 |
To conduct a field-specific study individually and to complete it with discipline and responsibility.
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2 |
To assume duties and responsibilities in a team work as leader or team member and to fulfil them flawlessly.
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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 |
Follow the political and administrative developments in the international political system and the bureaucratic organizations operating in this system.
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2 |
Examine the international problems and conflicts, and the problems in the field of administration and politics in detail.
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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 |
Follow the current developments in the field of Political Science and International Relations and collaborate with leading names in the field.
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2 |
Examine and analyze academic resources and the written and oral studies on the political developments in the region and the world, especially in the Middle East.
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3 |
Debate in the field of political science and public administration with different target groups in multicultural environments.
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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 |
With the current historical and theoretical knowledge of the field, suggest sustainable, organizational and administrative arrangements aimed at meeting specific goals and solving certain problems.
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2 |
To follow latest developments in the field and direct personal studies accordingly within the framework of the lifelong learning principle.Using the theoretical, economic, political and managerial knowledge, and produce reports on current developments, conflicts and agreements in geography related to world politics and especially in the Middle East.
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3 |
Construct arguments on the current developments in Turkish politics in the light of the laws, regulations, and the important changes in the constitution and administrative law that determine Turkish political life and foreign relations.
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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) |
Ders | 14 | 3 | 42 |
Derse Ön Hazırlık ve Ders Sonrası Pekiştirme | 13 | 2 | 26 |
Arazi Çalışması | 0 | 0 | 0 |
Grup Çalışması / Ödevi | 0 | 0 | 0 |
Laboratuvar | 0 | 0 | 0 |
Okuma | 0 | 0 | 0 |
Ödev | 0 | 0 | 0 |
Proje Hazırlama | 0 | 0 | 0 |
Seminer | 0 | 0 | 0 |
Staj | 0 | 0 | 0 |
Teknik Gezi | 0 | 0 | 0 |
Web Tab. Öğrenme | 0 | 0 | 0 |
Uygulama | 0 | 0 | 0 |
Yerinde Uygulama | 0 | 0 | 0 |
Mesleki Faaliyet | 0 | 0 | 0 |
Sosyal Faaliyet | 0 | 0 | 0 |
Tez Hazırlama | 0 | 0 | 0 |
Alan Çalışması | 0 | 0 | 0 |
Rapor Yazma | 0 | 0 | 0 |
Final Sınavı | 1 | 1 | 1 |
Final Sınavı Hazırlığı | 4 | 10 | 40 |
Ara Sınav | 1 | 1 | 1 |
Ara Sınav Hazırlığı | 2 | 9 | 18 |
Kısa Sınav | 0 | 0 | 0 |
Kısa Sınav Hazırlığı | 0 | 0 | 0 |
TOPLAM | 35 | 0 | 128 |
Total Workload of the Course Unit | 128 | ||
Workload (h) / 25.5 | 5 | ||
ECTS Credits allocated for the Course Unit | 5,0 |