Course Unit Code | Course Unit Title | Type of Course Unit | Year of Study | Semester | Number of ECTS Credits | ÜS0202.4 | Individual Investment | Elective | 2 | 3 | 2 |
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Level of Course Unit |
First Cycle |
Objectives of the Course |
This course is designed to introduce students to investment management theories and practices. |
Name of Lecturer(s) |
Dr. Öğr. Üyesi Eda AYVACIK |
Learning Outcomes |
1 | To have knowledge about the techniques and methods used in investment analysis and portfolio management, and the theory and concepts underlying them. | 2 | To know the investment instruments, their differences, the investment environment and the markets. | 3 | To be able to evaluate different financial assets. | 4 | To understand the basic investment strategies and know how they are applied. | 5 | To have practical knowledge about the effects of business events and macroeconomic factors on investment performance. | 6 | To be able to integrate theory and practice in creating an investment portfolio and evaluating its performance. |
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Mode of Delivery |
Second Education |
Prerequisites and co-requisities |
None |
Recommended Optional Programme Components |
None |
Course Contents |
Overview of investment risk and return on investment, relevant models; efficient and optimal portfolios; diversification; efficient markets; fundamental analysis; technical analysis; fixed income securities; bond portfolios; risk management; stock valuation methods; firm valuation methods |
Weekly Detailed Course Contents |
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1 | Course-related procedures, tasks, and assignments | | | 2 | Elements of investing, markets, instruments and trading | | | 3 | Elements of investing, markets, instruments and trading | | | 4 | Elements of investing, markets, instruments and trading | | | 5 | Items of investment, instruments | | | 6 | Investment Risk and Return: Observations and Calculations | | | 7 | Efficient and Optimum Portfolios | | | 8 | Midterm Exam | | | 9 | Efficient Markets and Behavioral Finance: Technical and Fundamental Analysis | | | 10 | Stock Valuation | | | 11 | Bonds: Valuation, Portfolios and Risk Management | | | 12 | Futures Market and Risk Management | | | 13 | Portfolio Management Strategies: Active, Passive, Dynamic, Funds, International Diversification, Risk Control, Performance Evaluation and Analysis | | | 14 | Portfolio Management Strategies: Active, Passive, Dynamic, Funds, International Diversification, Risk Control, Performance Evaluation and Analysis | | | 15 | End of Term Activities | | |
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Recommended or Required Reading |
Course website, lecture notes, financial markets laboratory, virtual portfolio management program, scientific calculator, online resources and excel type software programs. |
Planned Learning Activities and Teaching Methods |
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Assessment Methods and Criteria | |
Midterm Examination | 1 | 100 | SUM | 100 | |
Final Examination | 1 | 100 | SUM | 100 | Term (or Year) Learning Activities | 40 | End Of Term (or Year) Learning Activities | 60 | SUM | 100 |
| Language of Instruction | Turkish | Work Placement(s) | None |
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Workload Calculation |
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Attending Lectures | 14 | 1 | 14 |
Problem Solving | 14 | 1 | 14 |
Discussion | 14 | 1 | 14 |
Question-Answer | 14 | 1 | 14 |
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Contribution of Learning Outcomes to Programme Outcomes |
LO1 | 2 | 2 | 2 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | LO2 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 3 | 3 | 3 | LO3 | 4 | 4 | 4 | 2 | 3 | 3 | 2 | 1 | 1 | 2 | LO4 | 4 | 1 | 2 | 5 | 3 | 1 | 1 | 3 | 3 | 1 | LO5 | 1 | 1 | 1 | 2 | 5 | 1 | 2 | 4 | 1 | 1 | LO6 | 1 | 1 | 2 | 2 | 3 | 3 | 3 | 2 | 4 | 4 |
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* Contribution Level : 1 Very low 2 Low 3 Medium 4 High 5 Very High |
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