BUSINESS (ENGLISH)
Bachelor	TR-NQF-HE: Level 6	QF-EHEA: First Cycle	EQF-LLL: Level 6

Ders Genel Tanıtım Bilgileri

Course Code:

1314002015

Ders İsmi:

Investment and Portfolio Management

Ders Yarıyılı:

Fall

Ders Kredileri:

Theoretical	Practical	Credit	ECTS
3	0	3	6

Language of instruction:

Ders Koşulu:

Ders İş Deneyimini Gerektiriyor mu?:

Type of course:

Department Elective

Course Level:

Bachelor

TR-NQF-HE:6. Master`s Degree

QF-EHEA:First Cycle

EQF-LLL:6. Master`s Degree

Mode of Delivery:

Face to face

Course Coordinator :

Prof. Dr. Özlem Arzu AZER

Course Lecturer(s):

Course Assistants:

Dersin Amaç ve İçeriği

Course Objectives:	The aim of the course is to provide a comprehensive understanding about investment and portfolio management. The course covers the topics of return and risk, required rate of return, the asset allocation, global investments, efficient market theories and portfolio theories.
Course Content:	This course focuses on financial investments and portfolio management. It scrutunizes the concept of return and risk, rate of return, valuation process of stocks and bonds, efficient market theory and portfolio theories.

Learning Outcomes

The students who have succeeded in this course;

Learning Outcomes

1 - Knowledge
Theoretical - Conceptual
1) Develop understanding of risk and return
2) Scrutunize the term of required rate of return
3) Understand the valuation of bonds and stocks.
4) To be able to understand the portfolio theories.
5) Develop understanding of stock markets.
6) To gain the knowledge about the asset allocation decision
7) Understand the organization and functioning of securities market.
2 - Skills
Cognitive - Practical
3 - Competences
Communication and Social Competence
Learning Competence
Field Specific Competence
Competence to Work Independently and Take Responsibility

Ders Akış Planı

Week	Subject	Related Preparation
1)	The Investment Setting	--
2)	The Asset Allocation Decision	--
3)	Selecting Investments in a Global Market	--
4)	Organization and Functioning of Securities Markets	--
5)	Security-Market Indexes	--
6)	Efficient Capital Markets	--
7)	An Introduction to Portfolio Management	--
8)	Mid-term exam	--
9)	An Introduction to Portfolio Management	--
10)	An Introduction to Asset Pricing Models	--
11)	Multifactor Models of Risk and Return	--
12)	An Introduction to Security Valuation	--
13)	Technical Analysis, Industry Analysis	--
14)	Company Analysis and Stock Valuation	--
15)	Review before the Final Exam	--
16)	Final-exam	--

Sources

Course Notes / Textbooks:	Investment Analysis and Portfolio Management, Author(s): Frank K. Reilly, Keith C. Brown, 10th Edition
References:	-yok -none.

Ders - Program Öğrenme Kazanım İlişkisi

Ders Öğrenme Kazanımları	1	2	3	4	5	6	7
Program Outcomes
1) Has basic knowledge, concepts and current theoretical knowledge and current developments in the field of business administration.
2) Understands the main actors, conditions and dynamics in the global business environment.
3) Comprehends ethical, legal and security issues related to business life.
4) Shares the results by reaching the right conclusions from the researches with effective data collection and analysis methods.
5) Develops creative solutions to problems that may arise in business processes due to changes in the corporate environment.
6) Plans the activities for the development of the employees under her responsibility and exhibits effective leadership.
7) Takes responsibility for solving complex and unpredictable problems related to her field.
8) Evaluates the advanced knowledge and skills acquired in the field of business with a critical approach.
9) Supports personal and institutional development by adhering to the concept of lifelong learning.
10) Shares his/her thoughts on the issues related to his/her field and solution proposals regarding the problems with experts and non-experts by supporting them with quantitative and qualitative data.
11) By using a foreign language, monitors theoretical and applied knowledge in the field.
12) Understands the importance and necessity of adapting to the changes in the complex and rapidly changing global business environment with an innovative perspective.
13) Communicates effectively, verbally and in writing, with people from different cultures and groups inside and outside the institution.
14) Supporting the universality of cultural rights, conscious of social justice; becomes an operator that respects the environment, institution, history and cultural heritage.

Ders - Öğrenme Kazanımı İlişkisi

No Effect	1 Lowest	2 Low	3 Average	4 High	5 Highest

	Program Outcomes	Level of Contribution
1)	Has basic knowledge, concepts and current theoretical knowledge and current developments in the field of business administration.
2)	Understands the main actors, conditions and dynamics in the global business environment.
3)	Comprehends ethical, legal and security issues related to business life.
4)	Shares the results by reaching the right conclusions from the researches with effective data collection and analysis methods.
5)	Develops creative solutions to problems that may arise in business processes due to changes in the corporate environment.
6)	Plans the activities for the development of the employees under her responsibility and exhibits effective leadership.
7)	Takes responsibility for solving complex and unpredictable problems related to her field.
8)	Evaluates the advanced knowledge and skills acquired in the field of business with a critical approach.
9)	Supports personal and institutional development by adhering to the concept of lifelong learning.
10)	Shares his/her thoughts on the issues related to his/her field and solution proposals regarding the problems with experts and non-experts by supporting them with quantitative and qualitative data.
11)	By using a foreign language, monitors theoretical and applied knowledge in the field.
12)	Understands the importance and necessity of adapting to the changes in the complex and rapidly changing global business environment with an innovative perspective.
13)	Communicates effectively, verbally and in writing, with people from different cultures and groups inside and outside the institution.
14)	Supporting the universality of cultural rights, conscious of social justice; becomes an operator that respects the environment, institution, history and cultural heritage.

Öğrenme Etkinliği ve Öğretme Yöntemleri

Anlatım
Course

Ölçme ve Değerlendirme Yöntemleri ve Kriterleri

Yazılı Sınav (Açık uçlu sorular, çoktan seçmeli, doğru yanlış, eşleştirme, boşluk doldurma, sıralama)

Assessment & Grading

Semester Requirements	Number of Activities	Level of Contribution
Midterms	1	% 40
Semester Final Exam	1	% 60
total		% 100
PERCENTAGE OF SEMESTER WORK		% 40
PERCENTAGE OF FINAL WORK		% 60
total		% 100

İş Yükü ve AKTS Kredisi Hesaplaması

Activities	Number of Activities	Duration (Hours)	Workload
Course Hours	14	3	42
Study Hours Out of Class	16	3	48
Midterms	1	40	40
Final	1	50	50
Total Workload			180