Course Information
SemesterCourse Unit CodeCourse Unit TitleT+P+LCreditNumber of ECTS Credits
-1FBS213Investment Analysis And Portfolio Management3+0+035

Course Details
Language of Instruction Turkish
Level of Course Unit Associate Degree
Department / Program Banking and Insurance Business
Mode of Delivery Face to Face
Type of Course Unit Elective
Objectives of the Course The course aims to introduce the student's investment theory, to be informed about the issues to be taken into consideration when making investment decisions, to evaluate the portfolio management in detail both on theoretical and practical basis and to examine the application areas.
Course Content Students will learn the basic concepts of investment analysis and portfolio management
Course Methods and Techniques Classical lectures, asking questions, encouraging students to think analytically and mutual discussion. Midterm exam topics are included in the final exam.
Prerequisites and co-requisities None
Course Coordinator Asist Prof. ESRA İŞBİLEN DURU
Name of Lecturers Instructor Nilüfer BAYRAKER
Assistants None
Work Placement(s) No

Recommended or Required Reading
Resources Nilüfer Bayraker lecturer notes
Karan, M. Baha, (2021), Portföy Yönetimi ve Yatırım Analizi, Gazi Kitapevi
Saltoğlu, Burak (2019). Türev Araçlar, Piyasalar ve Risk Yönetimi, SPL Lisanslama Ders Notları.
Lecture notes are shared in the class.
ara sınav, ödev, yarıyıl sonu sınavı

Course Category
Mathematics and Basic Sciences %40
Social Sciences %30
Field %30

Planned Learning Activities and Teaching Methods
Activities are given in detail in the section of "Assessment Methods and Criteria" and "Workload Calculation"

Assessment Methods and Criteria
In-Term Studies Quantity Percentage
Mid-terms 1 % 20
Assignment 1 % 20
Final examination 1 % 60
Total
3
% 100

 
ECTS Allocated Based on Student Workload
Activities Quantity Duration Total Work Load
Course Duration 14 3 42
Hours for off-the-c.r.stud 14 2 28
Assignments 1 15 15
Mid-terms 1 15 15
Final examination 1 25 25
Total Work Load   Number of ECTS Credits 5 125

Course Learning Outcomes: Upon the successful completion of this course, students will be able to:
NoLearning Outcomes
1 Learning principles of financial investment
2 Expressing fundamentals of Portfolio Management
3 Comparing different financial instruments
4 Can interpret dynamic investment decisions based on market conditions


Weekly Detailed Course Contents
WeekTopicsStudy MaterialsMaterials
1 Definition of financial investment
2 Financial markets and Stock Market
3 Futures and Forward Transactions
4 Time Value of Money
5 Introduction to the Portfolio Management
6 Theories of Portfolio Management
7 Financial instruments
8 Financial Instruments
9 Portfolio management institutions and organisations
10 Portfolio Management Institutions and Organisations
11 Portfolio Diversification
12 Assessing Risks
13 Dynamic Investment Decisions
14 Dynamic Investment Decisions


Contribution of Learning Outcomes to Programme Outcomes
P1 P2 P3 P4 P5 P6 P7 P8 P9 P10 P11 P12 P13 P14
All 5 4 3 4 3
C1 5 4 3 3 3
C2 5 4 3 4 3
C3 5 4 4 2 3
C4 5 4 4 2 3

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https://obs.gedik.edu.tr/oibs/bologna/progCourseDetails.aspx?curCourse=113332&curProgID=59&lang=en