| Semester | Course Unit Code | Course Unit Title | T+P+L | Credit | Number of ECTS Credits |
| 3 | FBS213 | Yatırım Analizi ve Portföy Yönetimi | 3+0+0 | 3 | 5 |
|
Language of Instruction
|
Turkish
|
|
Level of Course Unit
|
Associate Degree
|
|
Department / Program
|
Banking and Insurance Business
|
|
Type of Program
|
Formal Education
|
|
Type of Course Unit
|
Elective
|
|
Course Delivery Method
|
Face To Face
|
|
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.
|
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Course Content
|
Students will learn the basic concepts of investment analysis and portfolio management
|
|
Course Methods and Techniques
|
|
|
Prerequisites and co-requisities
|
None
|
|
Course Coordinator
|
None
|
|
Name of Lecturers
|
Instructor Deniz GÖKTAŞ
|
|
Assistants
|
None
|
|
Work Placement(s)
|
No
|
Recommended or Required Reading
|
Resources
|
Derivatives, Markets and Risk Management, Burak Saltoglu
|
|
|
Yatırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2013.
|
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
|
|
Mid-terms
|
1
|
%
25
|
|
Assignment
|
4
|
%
20
|
|
Total
|
5
|
%
45
|
ECTS Allocated Based on Student Workload
|
Activities
|
Total Work Load
|
|
Course Duration
|
14
|
2
|
28
|
|
Hours for off-the-c.r.stud
|
6
|
2
|
12
|
|
Assignments
|
4
|
6
|
24
|
|
Presentation
|
1
|
4
|
4
|
|
Mid-terms
|
1
|
4
|
4
|
|
Practice
|
1
|
6
|
6
|
|
Final examination
|
1
|
2
|
2
|
|
Total Work Load
| |
|
Number of ECTS Credits 3
80
|
Course Learning Outcomes: Upon the successful completion of this course, students will be able to:
| No | Learning Outcomes |
|
1
| Understanding principles of financial investment |
|
2
| Expressing fundamentals of Portfolio Management |
|
3
| Evaluating different financial instruments |
|
4
| Dynamic investment decisions under different environments |
Weekly Detailed Course Contents
| Week | Topics | Study Materials | Materials |
| 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
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https://obs.gedik.edu.tr/oibs/bologna/progCourseDetails.aspx?curCourse=113472&lang=en