Course Name |
Investment Analysis and Portfolio Management
|
Code
|
Semester
|
Theory
(hour/week) |
Application/Lab
(hour/week) |
Local Credits
|
ECTS
|
BNK 127
|
Fall/Spring
|
3
|
0
|
3
|
5
|
Prerequisites |
None
|
|||||
Course Language |
Turkish
|
|||||
Course Type |
Elective
|
|||||
Course Level |
Short Cycle
|
|||||
Mode of Delivery | - | |||||
Teaching Methods and Techniques of the Course | - | |||||
National Occupation Classification | - | |||||
Course Coordinator | - | |||||
Course Lecturer(s) | ||||||
Assistant(s) | - |
Course Objectives | This course gives the related information to the students about the matters to be taken into consideration in making investment decisions and forming portfolio management. The aim of this course is having student able to evaluate the purposes and application process of investment tools in financial markets. |
Learning Outcomes |
The students who succeeded in this course;
|
Course Description | Students will learn basic concepts of investment analysis and portfolio management, also they will learn the methods of giving dynamic investment decisions based on the market conditions . |
Related Sustainable Development Goals |
|
|
Core Courses | |
Major Area Courses | ||
Supportive Courses |
X
|
|
Media and Management Skills Courses | ||
Transferable Skill Courses |
Week | Subjects | Related Preparation |
1 | Definition of Investment | Yatırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2013, ISBN: 6053447450. Chapter: 1 |
2 | Basic Investment Concepts and Investment Decesion | Yatırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2013, ISBN: 6053447450. Chapter: 1 |
3 | Markets and Exchanges | Yatırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2013, ISBN: 6053447450. Chapter: 2 |
4 | Future Markets | Yatırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2013, ISBN: 6053447450. Chapter: 3 |
5 | Time Value of Money | Yatırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2013, ISBN: 6053447450. Chapter: 4 |
6 | Introduction to Portfolio Management | Yatırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2013, ISBN: 6053447450. Chapter: 5 |
7 | Theories of Portfolio Management | Yatırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2013, ISBN: 6053447450. Chapter: 5 |
8 | Midterm Exam | |
9 | Tools of Investment | Yatırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2013, ISBN: 6053447450. Chapter: 6 |
10 | Tools of Investment | Yatırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2013, ISBN: 6053447450. Chapter: 6 |
11 | Sector of Portfolio Management and Firms | Yatırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2013, ISBN: 6053447450. Chapter: 7 |
12 | Fundamental Analysis | Yatırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2013, ISBN: 6053447450. Chapter: 14 |
13 | Fundamental Analysis | Yatırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2013, ISBN: 6053447450. Chapter: 14 |
14 | Financial Statements Analysis | Yatırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2013, ISBN: 6053447450. Chapter: 15 |
15 | Financial Statements Analysis | Yatırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2013, ISBN: 6053447450. Chapter: 15 |
16 | Final Exam |
Course Notes/Textbooks | Yatırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2013, ISBN: 6053447450. |
Suggested Readings/Materials | - |
Semester Activities | Number | Weigthing |
Participation |
1
|
10
|
Laboratory / Application | ||
Field Work | ||
Quizzes / Studio Critiques | ||
Portfolio | ||
Homework / Assignments | ||
Presentation / Jury | ||
Project | ||
Seminar / Workshop | ||
Oral Exams | ||
Midterm |
1
|
40
|
Final Exam |
1
|
50
|
Total |
Weighting of Semester Activities on the Final Grade |
2
|
50
|
Weighting of End-of-Semester Activities on the Final Grade |
1
|
50
|
Total |
Semester Activities | Number | Duration (Hours) | Workload |
---|---|---|---|
Theoretical Course Hours (Including exam week: 16 x total hours) |
16
|
3
|
48
|
Laboratory / Application Hours (Including exam week: '.16.' x total hours) |
16
|
0
|
|
Study Hours Out of Class |
16
|
3
|
48
|
Field Work |
0
|
||
Quizzes / Studio Critiques |
0
|
||
Portfolio |
0
|
||
Homework / Assignments |
0
|
||
Presentation / Jury |
0
|
||
Project |
0
|
||
Seminar / Workshop |
0
|
||
Oral Exam |
0
|
||
Midterms |
1
|
20
|
20
|
Final Exam |
1
|
34
|
34
|
Total |
150
|
#
|
Program Competencies/Outcomes |
* Contribution Level
|
|||||
1
|
2
|
3
|
4
|
5
|
|||
1 |
To be able to explain the scope, importance and functions of the accounting process |
-
|
-
|
-
|
-
|
-
|
|
2 |
To be able to recognize regulatory and supervisory agencies together with relevant and competent stakeholders in the field of accounting |
-
|
-
|
-
|
-
|
-
|
|
3 |
To be able to register, correct and close the financial transactions in the related accounting records within the accounting cycle |
-
|
-
|
-
|
-
|
-
|
|
4 |
To be able to analyze the financial statements like balance sheet and income statement |
-
|
X
|
-
|
-
|
-
|
|
5 |
To be able to use computer related software programs and field related computer applications |
-
|
-
|
-
|
-
|
-
|
|
6 |
To be able to recognize, organize, store the documents used in commercial life and to be able gain skills in office layout, archiving and personnel management |
-
|
-
|
-
|
-
|
-
|
|
7 |
To have the general knowledge about laws and specific legislation about taxes, social security, capital markets and foreign exchange |
-
|
-
|
-
|
-
|
-
|
|
8 |
To be able to explain the economic situatons by analyzing the concepts of the economic, the general functioning of the system and the relationship between the elements of the system and the economic phenomena |
-
|
-
|
X
|
-
|
-
|
|
9 |
To be able to develop the analytical thinking skills required for the solution of professional problems and applies the rules of mathematics and logic |
-
|
-
|
-
|
X
|
-
|
|
10 |
To be able to use the english at the general level of European Language Portfolio A2 to communicate effectively with his / her colleagues and to follow up necessary professional sources in his/her field |
-
|
-
|
-
|
-
|
-
|
|
11 |
To be able to make decisions based on the principles of professional ethics, accountability and responsibility |
-
|
-
|
-
|
-
|
-
|
|
12 |
To have the ability to work effectively in individual and multi-disciplinary teams and to use them in their work environment |
-
|
-
|
-
|
-
|
-
|
|
13 |
To have a broad perspective on social and academic aspects by closely following the developments in various different subjects in or out of the scope of his/her profession |
-
|
-
|
-
|
-
|
-
|
*1 Lowest, 2 Low, 3 Average, 4 High, 5 Highest
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