Faculty Of Economıc, Admınıstratıve And Socıal Scıences
Internatıonal Fınance ( Englısh )
Course Information
| INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT | |||||
|---|---|---|---|---|---|
| Code | Semester | Theoretical | Practice | National Credit | ECTS Credit |
| Hour / Week | |||||
| INF320 | Spring | 3 | 0 | 3 | 5 |
| Prerequisites and co-requisites | |
|---|---|
| Language of instruction | English |
| Type | Elective |
| Level of Course | Bachelor's |
| Lecturer | |
| Mode of Delivery | Face to Face |
| Suggested Subject | |
| Professional practise ( internship ) | None |
| Objectives of the Course | The main aim of this course is to provide students with basic information for individual and institutional investment and give information to students about portfolio theories and practices to students |
| Contents of the Course | Investment, Tools of Investment, Theories of Portfolio Management Risk Management |
Learning Outcomes of Course
| # | Learning Outcomes |
|---|---|
| 1 | Know basic concepts about investment analysis |
| 2 | Students will have enough knowledge to make a dynamic investment decision according to market conditions. |
| 3 | Will be able to evaluate investment tools |
| 4 | Know basic concepts of portfolio management. |
Course Syllabus
| # | Subjects | Teaching Methods and Technics |
|---|---|---|
| 1 | Basic concepts about investment | Lecture, discussion |
| 2 | Financial markets | Lecture, discussion |
| 3 | Financial instruments | Lecture, discussion |
| 4 | Bonds, Stocks, Firm Valuation | Lecture, discussion |
| 5 | Traditional Portfolio Analysis I | Lecture, discussion |
| 6 | Traditional Portfolio Analysis II | Lecture, discussion |
| 7 | Mid-term Exam | |
| 8 | Modern Portfolio Theories I | Lecture, discussion |
| 9 | Modern Portfolio Theories II | Lecture, discussion |
| 10 | Modern Portfolio Theories III | Lecture, discussion |
| 11 | Portfolio management I | Lecture, discussion |
| 12 | Portfolio management II | Lecture, discussion |
| 13 | Risk Analysis I | Lecture, discussion |
| 14 | Risk Analysis II | Lecture, discussion |
| 15 | General evaluation and review | Lecture, discussion |
| 16 | Final Exam |
Course Syllabus
| # | Material / Resources | Information About Resources | Reference / Recommended Resources |
|---|---|---|---|
| 1 | Investment Analysis & Portfolio Management | FRANK K. REILLY, KEITH C. BROWN, South-Western Cengage Learning, 10th Edition | |
| 2 | Yatırım Analizi ve Portföy Yönetimi | Mehmet Baha Karan, Gazi Kitabevi |
Method of Assessment
| # | Weight | Work Type | Work Title |
|---|---|---|---|
| 1 | 40% | Mid-Term Exam | Mid-Term Exam |
| 2 | 60% | Final Exam | Final Exam |
Relationship between Learning Outcomes of Course and Program Outcomes
| # | Learning Outcomes | Program Outcomes | Method of Assessment |
|---|---|---|---|
| 1 | Know basic concepts about investment analysis | 1͵3 | 1͵2 |
| 2 | Students will have enough knowledge to make a dynamic investment decision according to market conditions. | 1͵6 | 1͵2 |
| 3 | Will be able to evaluate investment tools | 3͵5͵8 | 1͵2 |
| 4 | Know basic concepts of portfolio management. | 1͵2 | 1͵2 |
Work Load Details
| # | Type of Work | Quantity | Time (Hour) | Work Load |
|---|---|---|---|---|
| 1 | Course Duration | 14 | 3 | 42 |
| 2 | Course Duration Except Class (Preliminary Study, Enhancement) | 14 | 3 | 42 |
| 3 | Presentation and Seminar Preparation | 5 | 3 | 15 |
| 4 | Web Research, Library and Archival Work | 0 | 0 | 0 |
| 5 | Document/Information Listing | 0 | 0 | 0 |
| 6 | Workshop | 0 | 0 | 0 |
| 7 | Preparation for Midterm Exam | 1 | 20 | 20 |
| 8 | Midterm Exam | 1 | 2 | 2 |
| 9 | Quiz | 0 | 0 | 0 |
| 10 | Homework | 0 | 0 | 0 |
| 11 | Midterm Project | 0 | 0 | 0 |
| 12 | Midterm Exercise | 0 | 0 | 0 |
| 13 | Final Project | 0 | 0 | 0 |
| 14 | Final Exercise | 0 | 0 | 0 |
| 15 | Preparation for Final Exam | 1 | 26 | 26 |
| 16 | Final Exam | 1 | 3 | 3 |
| 150 | ||||