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 3 0 0 3 5
Pre-requisite Course(s)
Course Language Turkish
Course Type N/A
Course Level Ph.D.
Mode of Delivery
Learning and Teaching Strategies .
Course Coordinator
Course Lecturer(s)
Course Assistants
Course Objectives
Course Learning Outcomes The students who succeeded in this course;
  • To understand the basic literature on investment analysis .
  • To follow up the current studies in investment analysis.
  • To understand the operations of capital markets.
  • To conduct a research on investment 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 Investments and investment environment Chapter 1
2 Stock Exchange Markets Chapter 2 Capital markets main info doc. ,,,,
3 Capital Markets in Turkey Chapter 3 Capital markets main info doc. ,,
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. ,, 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


Course Book 1. Yatırım Analizi, Baha Karan
Other Sources 2. İlgili makaleler
3. Sermaye Piyasası ve Borsa Temel Bilgiler Kılavuzu,

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 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.
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 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