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INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT COURSE IDENTIFICATION AND APPLICATION INFORMATION

Code Name of the Course Unit Semester In-Class Hours (T+P) Credit ECTS Credit
UTI342 INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT 6 3 3 8

Objectives and Contents

Objectives: The objective of this course is to enable students to learn about financial investment instruments, securities valuation methods, risk-return analysis, and modern portfolio management techniques. Students will be able to evaluate investment decisions within an analytical framework and gain portfolio creation and management skills.
Content: By the end of the course, students will be able to: Identify financial investment instruments and markets. Valuate bonds, stocks, and derivative products. Measure risk and return concepts. Apply Modern Portfolio Theory (Markowitz) and the CAPM model. Gain the ability to create and manage an efficient portfolio. Evaluate investment strategies in light of macroeconomic and financial developments.