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	-
Coordinator of the Course Unit	Prof. KAMİL KAYA
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 & 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

KNOWLEDGE
Theoretical
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Students define the concepts they learned and match them with their corresponding phenomena in the social world.
2	Students interpret concepts and theories taking into account their historical-cultural contexts.
3	Students compare sociological theories with reference to social problems.
4	Students distinguish the significance of ecological, social and economical sustainability for world’s future.
5	Students develop their knowledge on sustainability by the use of information and communication technologies.

KNOWLEDGE
Factual
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Students evaluate qualitative and quantitative data of sociological research studies.
2	Students analyse the complicated interactions between the social, cultural, political, economical and demographical phenomena of the global world.

SKILLS
Cognitive
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Students design a research by their acquired knowledge and experience.

SKILLS
Practical
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Students research field study considering the principle of cultural relativity, scientific and ethical values.
2	Students efficiently apply the most suitable information and communication technologies in their studies.
3	Students use their knowledge on ecological, social and economical sustainability in all aspects of their lives.

OCCUPATIONAL
Autonomy & Responsibility
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Students research on problems which reflect on their fields in the global world undergoing rapid and profound change.

OCCUPATIONAL
Learning to Learn
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Students criticize their advanced knowledge and skills in an analytical manner.
2	Students develop their knowledge and skills within the frame of scientific, technological and current developments via adopting the principle of lifelong learning.
3	Students act ethically impartial in their research studies.

OCCUPATIONAL
Communication & Social
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Students criticize their advanced knowledge and skills in an analytical manner.

OCCUPATIONAL
Occupational and/or Vocational
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Students apply the principle of cultural relativity, scientific and ethical values with reference to sustainability throughout their studies in their careers.

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