PORTFOLIO MANAGEMENT PROGRAMME COURSE DESCRIPTION

Code	Name of the Course Unit	Semester	In-Class Hours (T+P)	Credit	ECTS Credit
BAY418	PORTFOLIO MANAGEMENT	5	4	2	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	Assoc.Prof. HAKAN ÖZCAN
Instructor(s) of the Course Unit
Course Prerequisite	No

OBJECTIVES AND CONTENTS
Objectives of the Course Unit:	Objective of the course is to provide students with the ability to create portfolios using financial instruments
Contents of the Course Unit:	Contents of the course include; Time value of money and interest calculations, yield and risk, portfolio theory, financial asset pricing model (CAPM), Arbitrage pricing model (APT), Portfolio performance measurement methods

KEY LEARNING OUTCOMES OF THE COURSE UNIT (On successful completion of this course unit, students/learners will or will be able to)
Interpret the concept of time value of money
Compare the concepts of yield and risk
Prepare portfolio by using the portfolio theory
Calculate the required yield of the portfolio by using financial asset models
Calculate the required yield of the portfolio by using arbitrage pricing models
Select the ideal portfolio with portfolio performance measurement techniques

WEEKLY COURSE CONTENTS AND STUDY MATERIALS FOR PRELIMINARY & FURTHER STUDY
Week	Preparatory	Topics(Subjects)	Method
1	Reading related subjects from the sources, application	Time value of money and interest calculations	Narration Method, Discussion Method, Sample Case Method, Interactive web tools
2	Reading related subjects from the sources, application	Yield and risk	Narration Method, Discussion Method, Sample Case Method, Interactive web tools
3	Reading related subjects from the sources, application	Portfolio theory	Narration Method, Discussion Method, Sample Case Method, Interactive web tools
4	Reading related subjects from the sources, application	Utility theory and indifference curves	Narration Method, Discussion Method, Sample Case Method, Interactive web tools
5	Reading related subjects from the sources, application	Average- variance model	Narration Method, Discussion Method, Sample Case Method, Interactive web tools
6	Reading related subjects from the sources, application	Portfolio selection theory	Narration Method, Discussion Method, Sample Case Method, Interactive web tools
7	Reading related subjects from the sources, application	Riskless asset and effective limit	Narration Method, Discussion Method, Sample Case Method, Interactive web tools
8	-	MID-TERM EXAM	-
9	Reading related subjects from the sources, application	Financial Asset pricing model (FAPM)	Narration Method, Discussion Method, Sample Case Method, Interactive web tools
10	Reading related subjects from the sources, application	Financial Asset pricing model (FAPM)	Narration Method, Discussion Method, Sample Case Method, Interactive web tools
11	Reading related subjects from the sources, application	Arbitrage Pricing Model (APM)	Narration Method, Discussion Method, Sample Case Method, Interactive web tools
12	Reading related subjects from the sources, application	Appraisal of capital market instruments	Narration Method, Discussion Method, Sample Case Method, Interactive web tools
13	Reading related subjects from the sources, application	Measurement techniques of portfolio performances	Narration Method, Discussion Method, Sample Case Method, Interactive web tools
14	Reading related subjects from the sources, application	Sharpe scale	Narration Method, Discussion Method, Sample Case Method, Interactive web tools
15	Reading related subjects from the sources, application	Treynor scale	Narration Method, Discussion Method, Sample Case Method, Interactive web tools
16	-	FINAL EXAM	-
17	-	FINAL EXAM	-

SOURCE MATERIALS & RECOMMENDED READING
SPL yazarları (2017), Temel Finans Matematiği ve Değerleme yöntemleri, İstanbul:SPL Yayınları
Karan, B., M. (2012), Yatırım Analizi ve Portföy Yönetimi, Ankara: Gazi Kitabevi
Brigham, F. E., Ehrhardt, M.C, (2002), Financial Management Theory and Practice, Ohio: Thomson/South-Western

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	Define basic concepts related with banking, insurance and finance.						5
2	Relates the theoretical and practical knowledge in the field to economics, business, law, statistics, accounting and marketing						5

KNOWLEDGE
Factual
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Relate banking and insurance applications to financial theories, mathematical and statistical methods.					4
2	Relate the information and facts in the field with other social sciences such as law, sociology, philosophy and history.				3

SKILLS
Cognitive
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Explain the planning and implementation process in banking and insurance transactions.			2
2	Provide solutions for the problems encountered in banking and insurance transactions.						5

SKILLS
Practical
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Use theoretical and practical knowledge in the field of banking and insurance transactions.						5
2	By analyzing economic data accurately, manage savings and portfolio investments to minimize financial risks.						5

OCCUPATIONAL
Autonomy & Responsibility
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	He/She works as a leader or a team member in a teamwork from the planning of the banking transactions to the implementation and performs the task assigned to them within the team.						5

OCCUPATIONAL
Learning to Learn
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Gain the basic knowledge necessary for the planning process of banking and insurance activities and human resources performance management.			2
2	Use the computer programs related with field in banking and insurance transactions.					4

OCCUPATIONAL
Communication & Social
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Cooperate to bring innovative ideas to the stakeholders in the sector using banking insurance-related databases, information and communication technologies.					4
2	Research on scientific, sectoral developments and innovations related to the field with lifelong learning as a principle.						5

OCCUPATIONAL
Occupational and/or Vocational
	Programme Learning Outcomes	Level of Contribution
		0	1	2	3	4	5
1	Analyze financial data related to his / her field.						5
2	Apply knowledge and skills related to his / her field by taking into account his legal, social and ethical responsibilities.						5

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	14	2	28
Land Surveying	0	0	0
Group Work	0	0	0
Laboratory	0	0	0
Reading	5	3	15
Assignment (Homework)	4	4	16
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	5	2	10
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	3	4	12
Mid-Term Exam	1	1	1
Preparation for the Mid-Term Exam	3	2	6
Short Exam	0	0	0
Preparation for the Short Exam	0	0	0
TOTAL	50	0	131