ECTS - Investment Analysis and Portfolio Management
Investment Analysis and Portfolio Management (ISL622) Course Detail
| Course Name | Course Code | Season | Lecture Hours | Application Hours | Lab Hours | Credit | ECTS |
|---|---|---|---|---|---|---|---|
| Investment Analysis and Portfolio Management | ISL622 | Area Elective | 3 | 0 | 0 | 3 | 5 |
| Pre-requisite Course(s) |
|---|
| N/A |
| Course Language | Turkish |
|---|---|
| Course Type | Technical Elective Courses |
| Course Level | Ph.D. |
| Mode of Delivery | |
| Learning and Teaching Strategies | . |
| Course Lecturer(s) |
|
| Course Objectives | |
| Course Learning Outcomes |
The students who succeeded in this course;
|
| 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 | Investments and investment environment | Chapter 1 |
| 2 | Stock Exchange Markets | Chapter 2 Capital markets main info doc. , klvz11.zip, klvz12.zip, klvz13.zip, klvz14.zip |
| 3 | Capital Markets in Turkey | Chapter 3 Capital markets main info doc. , klvz03.zip, klvz04.zip |
| 4 | Interest rates | chapter 4 |
| 5 | Portfolio Risk and Return | Chapter 5 Main articles |
| 6 | Capm | Chapter 6 Basic and current articles |
| 7 | Question/Answer | |
| 8 | Midterm | |
| 9 | Factor models | Chapter 7 Main and current articles |
| 10 | Efficient market hyphothesis | Chapter 8 Capital markets main info doc. , klvz01.zip, klvz02.zip Temel makaleler |
| 11 | Stocks | chapter 9 Capital market main info doc. |
| 12 | Stocks-Special Isues | Chapter 10 |
| 13 | Bonds | Chapter 11 |
| 14 | Basic Analysis | Chapter 12 |
| 15 | Technical Analysis | Chapter 13 |
| 16 | Final |
Sources
| Course Book | 1. Yatırım Analizi, Baha Karan |
|---|---|
| Other Sources | 2. İlgili makaleler |
| 3. Sermaye Piyasası ve Borsa Temel Bilgiler Kılavuzu, http://www.imkb.gov.tr/yayinlar/spkilavuzu.htm |
Evaluation System
| Requirements | Number | Percentage of Grade |
|---|---|---|
| Attendance/Participation | 14 | 10 |
| Laboratory | - | - |
| Application | - | - |
| Field Work | - | - |
| Special Course Internship | - | - |
| Quizzes/Studio Critics | - | - |
| Homework Assignments | 1 | 20 |
| Presentation | - | - |
| Project | - | - |
| Report | - | - |
| Seminar | - | - |
| Midterms Exams/Midterms Jury | 1 | 30 |
| Final Exam/Final Jury | 1 | 40 |
| Toplam | 17 | 100 |
| Percentage of Semester Work | |
|---|---|
| Percentage of Final Work | 100 |
| 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 | Possesses the ability to conduct comprehensive literature reviews, formulate research problems, develop hypotheses, design research, and apply qualitative and quantitative methods to reach conclusions, ultimately leading to the ability to produce academic publications. | |||||
| 2 | Demonstrates awareness of research ethics. | X | ||||
| 3 | Contributes to the development of an information society by continuously following technological, social, and cultural advancements in academic and professional contexts. | X | ||||
| 4 | Approaches problems arising in businesses from theoretical, conceptual, and research-oriented perspectives. | X | ||||
| 5 | Understands the interaction between various disciplines related to the field of business and utilizes knowledge requiring expertise to analyze, synthesize, and evaluate new and complex ideas. | X | ||||
| 6 | In the face of unforeseen complex situations in business practice, produces solutions by developing new strategic approaches through holistic and creative thinking. | X | ||||
| 7 | Possesses a solid command of fundamental concepts and methodologies in the field of general business administration. | X | ||||
| 8 | Has a comprehensive understanding of the academic literature and international developments in the field of general business. | X | ||||
| 9 | Effectively communicates information related to the field of business using verbal, written, and visual communication methods. | X | ||||
| 10 | Demonstrates awareness of professional ethics, environmental sensitivity, sustainability, social responsibility, and cultural, societal, and universal values. | X | ||||
| 11 | Works effectively with different disciplines or multicultural teams, takes responsibility, conducts risk analysis, adapts to change, engages in critical thinking, and takes 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 |
| Laboratory | |||
| Application | |||
| Special Course Internship | |||
| Field Work | |||
| Study Hours Out of Class | 14 | 3 | 42 |
| Presentation/Seminar Prepration | |||
| Project | |||
| Report | |||
| Homework Assignments | 1 | 15 | 15 |
| Quizzes/Studio Critics | |||
| Prepration of Midterm Exams/Midterm Jury | 1 | 10 | 10 |
| Prepration of Final Exams/Final Jury | 1 | 15 | 15 |
| Total Workload | 130 | ||