PORTFÖY YÖNETİMİ PROGRAMME COURSE DESCRIPTION

Code	Name of the Course Unit	Semester	In-Class Hours (T+P)	Credit	ECTS Credit
BSI205	PORTFÖY YÖNETİMİ	3	2	2	4

GENERAL INFORMATION
Language of Instruction :	Türkçe
Level of the Course Unit :	ÖNLİSANS, TYY: + 5.Düzey, EQF-LLL: 5.Düzey, QF-EHEA: Kısa Düzey
Type of the Course :	Zorunlu
Mode of Delivery of the Course Unit	-
Coordinator of the Course Unit	Dr.Öğr.Üyesi DUYGU ÇELİK
Instructor(s) of the Course Unit	Dr.Öğr.Üyesi ESAT DAŞDEMİR
Course Prerequisite	No

OBJECTIVES AND CONTENTS
Objectives of the Course Unit:	Portföy kavramı ve portföyü oluşturan yatırım araçlarının tanıtılması, portföy yönetim tekniklerinin öğretilmesi, portföy performansının ölçümü ve yorumlanması
Contents of the Course Unit:	Yatırım araçları ve yatırım süreci, portföy ve portföy yönetiminde kullanılan temel kavramlar, portföy yönetim süreci, portföy ve portföy yönetim analizi yöntemleri

KEY LEARNING OUTCOMES OF THE COURSE UNIT (On successful completion of this course unit, students/learners will or will be able to)
Finansal araçları yorumlar. Portföy yönetim sürecini öğrenir. Risk-getiri analizi yapar. Yatırım bilgisini finansal araçlarla ilişkilendirir. Portföy yönetim ilkelerini açıklar. Yatırım analizi ve portföy yönetimine dair sonuçlar çıkarır.

WEEKLY COURSE CONTENTS AND STUDY MATERIALS FOR PRELIMINARY & FURTHER STUDY
Week	Preparatory	Topics(Subjects)	Method
1	-	Portföy yönetimi temel kavramlar	anlatım
2	-	Risk-getiri	anlatım
3	-	Finansal araçlar	anlatım
4	-	Finansal piyasalar	anlatım
5	-	Portföy yönetim süreci	anlatım
6	-	Değişim katsayısı	anlatım
7	-	Sharpe rasyosu ve portföylerin karşılaştırması	anlatım
8	-	ARA SINAV	-
9	-	Portföy yönetim süreci	anlatım
10	-	Etkin Sınır, Kayıtsızlık Eğrileri, Optimal Portföy Oluşturma	anlatım
11	-	Risk seven ve Riskten Kaçan Yatırımcıların Optimal Portföyü	anlatım
12	-	Finansal Varlıkları Fiyatlama Modelleri	anlatım
13	-	Risksiz Varlık Kavramı, Risksiz Varlık ile Oluşturulan Bir Portföyde Getiri ve Risk Hesabı	anlatım
14	-	Beta Katsayısı, Pazarın Betasının Hesaplanışı ve Menkul Kıymet Betası ile Pazar Betası Yorumu	anlatım
15	-	Indeks Modelleri, Tekli İndeks, Çoklu İndeks,Hisse Senedi Karakteristik Doğrusu, Arbitraj Fiyatlama Modeli, Portföy Yönetim Stratejileri	anlatım
16	-	FİNAL	-
17	-	FİNAL	-

SOURCE MATERIALS & RECOMMENDED READING
Gürel Konuralp, Sermaye Piyasaları, Analizler,Kuramlar ve Portföy Yönetimi, Alfa Yayınevi, 2.basım, 2005 2. M.Baha Karan, Yatırırm Analizi ve Portföy Yönetimi, Gazi Kitabevi, 2001

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	Banking and Insurance Intermediaries and Capital Markets practice in the field of legislation (the Banking Law, Insurance Law) has the basic information.				3
2	International financing strategy in the field of Banking and Insurance application knowledge is the explanation.				3
3	Banking and Insurance products and financial institutions have the ability to recognize.				3
4	Banking and Insurance in the field of management and organization gains the ability to practice on.				3

KNOWLEDGE
Factual
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Gains practical skills in management in the field of Finance, Banking and Insurance.				3

SKILLS
Cognitive
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Located in the area of Banking and Insurance operations (finance, insurance, accounting, financial statements, tax) has the ability to play in the intended manner.				3

SKILLS
Practical
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Banking and Insurance has the ability to interpret information in the field.				3
2	Related to the field of Banking and Insurance has the ability to analyze and evaluate information.				3

OCCUPATIONAL
Autonomy & Responsibility
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Banking and Insurance in applications related to the field to work in study groups and individual has the ability to take responsibility.				3
2	Banking and Insurance related matters fulfills the duties and powers given to him.				3
3	Bringing innovation in the field of Banking and Insurance information, ideas, practices or technologies in the implementation of the risks and take responsibility.				3

OCCUPATIONAL
Learning to Learn
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Banking and Insurance on effective oral and written communication uses.				3
2	Techniques are needed for applications in the field of Banking and Insurance, tools and informatics technologies by setting has the ability to use effectively.				3

OCCUPATIONAL
Communication & Social
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	A foreign language (English) at least at the level of European Language Portfolio A2 to follow in the field using information and communicate with colleagues.				3
2	European Computer Driving Licence Foundation with computer software information and communication technologies have the ability to use and to the extent required by the field of information and communication technologies				3

OCCUPATIONAL
Occupational and/or Vocational
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Log in finding practical solutions towards problems in commercial activities and decision-making skills to win.				3
2	Finance and Insurance sector to take responsibility and legal procedures after providing the entrepreneur to open and run their own workplace grows qualified manpower.				3
3	In applications for banking and insurance customer satisfaction principle solution to the problems faced by the ability to produce wins.				3
4	The universality of social rights in the field of Banking and Insurance, quality and cultural values, environmental protection issues are conscious enough.				3

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)
Ders	14	2	28
Derse Ön Hazırlık ve Ders Sonrası Pekiştirme	14	2	28
Arazi Çalışması	0	0	0
Grup Çalışması / Ödevi	0	0	0
Laboratuvar	0	0	0
Okuma	14	2	28
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	14	1	14
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	0	0	0
Ara Sınav	1	1	1
Ara Sınav Hazırlığı	0	0	0
Kısa Sınav	0	0	0
Kısa Sınav Hazırlığı	0	0	0
TOPLAM	58	0	100