ECTS - Investment Analysis and Portfolio Management

Investment Analysis and Portfolio Management (MAN622) Course Detail

Course Name Course Code Season Lecture Hours Application Hours Lab Hours Credit ECTS
Investment Analysis and Portfolio Management MAN622 3 0 0 3 5
Pre-requisite Course(s)
Course Language English
Course Type N/A
Course Level Ph.D.
Mode of Delivery Face To Face
Learning and Teaching Strategies Lecture, Discussion, Question and Answer, Project Design/Management.
Course Coordinator
Course Lecturer(s)
  • Staff
Course Assistants
Course Objectives This course aims the students to gain the the ability to make most appropriate investment decisions and construct an investment portfolio that is sound in terms of investment principles and portfolio performance. On the completion of this course students will be familiar with the theory and practice of investment and portfolio management able to make use of available information on financial markets, at both macro and micro levels able to construct an investment portfolio that is sound in terms of investment principles and portfolio performance.
Course Learning Outcomes The students who succeeded in this course;
  • Can explain investment, risk and return concepts.
  • Can make investment decisions under certainty and uncertainty conditions.
  • Can find the value of securities.
  • Can manage portfolios.
  • Conducting research on ınvestment analysis.
Course Content The theory and the applications related with optimal portfolio selection, portfolio management, asset pricing models, investment analysis techniques and derivative instruments.

Weekly Subjects and Releated Preparation Studies

Week Subjects Preparation
1 Investment Environment Chapter 1.
2 Buying and selling securities Chapter 2.
3 Securities Markets Chapter 3.
4 Efficient Markets, Investment value and market price. Chapter 4, Current articles related with market efficiency.
5 Valuation of riskless Securities Chapters 5 and 14.
6 Common Stock Valuation Chapter 17.
7 Portfolio selection problem Chapter 6
8 Midterm
9 Capital asset pricing model Chapter 9 and related current articles.
10 Factor models Chapter 10 and related current articles.
11 Arbirtage Pricing Theory Chapter 11 and related current articles.
12 Futures Chapter 20
13 Options Chapter 19
14 Financial Analysis chapter 22
15 Investment management chapter 23
16 Portfolio Performance Analysis Chapter 24.


Course Book 1. "Investments" William Sharpe, Gordon J. Alexander
Other Sources 2. İlgili makaleler

Evaluation System

Requirements Number Percentage of Grade
Attendance/Participation 14 20
Laboratory - -
Application - -
Field Work - -
Special Course Internship - -
Quizzes/Studio Critics - -
Homework Assignments 5 20
Presentation - -
Project - -
Report - -
Seminar - -
Midterms Exams/Midterms Jury 1 20
Final Exam/Final Jury 1 40
Toplam 21 100
Percentage of Semester Work 1
Percentage of Final Work 99
Total 100

Course Category

Core Courses
Major Area Courses X
Supportive Courses
Media and Managment Skills Courses
Transferable Skill Courses

The Relation Between Course Learning Competencies and Program Qualifications

# Program Qualifications / Competencies Level of Contribution
1 2 3 4 5
1 1. To have the ability to present a research problem, develop hypotheses, make research designs, reach conclusions by using qualitative/quantitative methods, and make academic publications by making the necessary literature review. X
2 2. To be aware of research ethics. X
3 3. To contribute to the process of becoming an information society by constantly following technological, social or cultural developments in the academic and professional context. X
4 4. To be able to look at the problems that arise in businesses both theoretically, conceptually and from the perspective of a researcher. X
5 5. To be able to use knowledge that requires expertise in analyzing, synthesizing and evaluating new and complex ideas by comprehending the interaction between various disciplines related to the field of business. X
6 6. To be able to produce solutions by developing new strategic approaches by thinking holistically and creatively in complex situations that are not foreseen to be encountered in applications in the field of business. X
7 7. To be able to master the basic concepts and methods in the field of general business administration. X
8 8. To be able to dominate the academic literature and international developments in the field of general business administration. X
9 9. To be able to transfer information about the business area by using effective verbal, written and visual communication methods. X
10 10. To be aware of professional ethics, environmental awareness, sustainability, social responsibility, cultural, social and universal values X
11 11. To be able to work effectively with different disciplines or multicultural teams, to take responsibility, to make risk analysis, to keep up with change, to think critically and to use initiative in problem solving

ECTS/Workload Table

Activities Number Duration (Hours) Total Workload
Course Hours (Including Exam Week: 16 x Total Hours) 16 3 48
Special Course Internship
Field Work
Study Hours Out of Class 14 3 42
Presentation/Seminar Prepration
Homework Assignments 5 4 20
Quizzes/Studio Critics
Prepration of Midterm Exams/Midterm Jury 1 5 5
Prepration of Final Exams/Final Jury 1 10 10
Total Workload 125