Course Name | Code | Semester | T+U Hours | Credit | ECTS |
---|---|---|---|---|---|
Portfolio Analysis | ISL 443 | 7 | 2 + 0 | 2 | 5 |
Precondition Courses | |
Recommended Optional Courses | |
Course Language | Turkish |
Course Level | Bachelor's Degree |
Course Type | Optional |
Course Coordinator | Arş.Gör.Dr. MUSTAFA KOÇ |
Course Lecturers | Arş.Gör.Dr. MUSTAFA KOÇ, |
Course Assistants | Res.Asst.Feyyaz ZEREN |
Course Category | |
Course Objective | Introducing fundamentals of portfolio management , training students for the skills of implementing the necessary practices. |
Course Content | Fundamental knowledge of financial markets and instruments, trading process in financial markets, valuation, risk, return and portfolio management. A virtual portfolio project based on these knowledge. |
# | Course Learning Outcomes | Teaching Methods | Assessment Methods |
---|---|---|---|
1 | is informed of financial assets and types of financial assets | Lecture, Discussion, Drilland Practice, | Testing, Homework, |
2 | is informed of finance houses | Lecture, Discussion, Drilland Practice, | Testing, Homework, |
3 | is informed of how to invest in financial assets and the investment process | Lecture, Discussion, Drilland Practice, | Testing, Homework, |
4 | is informed of forming and managing portfolios | Lecture, Discussion, Drilland Practice, | Testing, Homework, |
Week | Course Topics | Preliminary Preparation |
---|---|---|
1 | Financial markets/ capital markets/ stock markets/ derivatives markets/ SPK/ IMKB/ VOB | |
2 | Tangible assets/ common stocks/ portfolio/ treasury bond/ invest fund | |
3 | Portfolio concept/ Traditional portfolio theory/ modern portfolio theory | |
4 | Efficient market theory/ Basic analyse/ Tecnhic analyse | |
5 | Intro to Markowitz portfolio theory | |
6 | Measurement of income and risks of portfolio | |
7 | Forming a portfolio from two assets | |
8 | Capital Asset Pricing Model ( CAPM) | |
9 | CAPM | |
10 | Arbitrage Pricing Model | |
11 | Evaluating portfolio performance | |
12 | Evaluating portfolio performance | |
13 | International Diversification | |
14 | Overall Evaluation |
Resources | |
---|---|
Course Notes | |
Course Resources |
Order | Program Outcomes | Level of Contribution | |||||
---|---|---|---|---|---|---|---|
1 | 2 | 3 | 4 | 5 | |||
1 | Gains the required knowledge in production, marketing, management , accounting and finance. | X | |||||
2 | Can work in teams and share information with team members in tasks of production, marketing, management, accounting and finance. | X | |||||
3 | Identifies and analyzes problems also offers solutions in tasks of production, marketing, management, accounting and finance. | X | |||||
4 | Contributes to projects, takes responsibility and conduct researches in tasks of production, marketing, management, accounting and finance. | X | |||||
5 | Can define goals and objectives of organization in tasks of production, marketing, management, accounting and finance. | X | |||||
6 | Questions the acquired knowledge in tasks of production, marketing, management, accounting and finance. | X | |||||
7 | Believes to adapting new situations and meets the requirements of new tasks of production, marketing, management, accounting and finance. | X | |||||
8 | Can transfer knowledge and recommendations in tasks of production, marketing, management, accounting and finance via using necessery communication tools and a foreign language effectively . | X | |||||
9 | Open to occupational cooperation and sharing in tasks of production, marketing, management, accounting and finance. | X | |||||
10 | Can use necessary information systems in tasks of production, marketing, management, accounting and finance. | X | |||||
11 | Behaves in accordance with social and occupational ethic values in tasks of production, marketing, management, accounting and finance. | X | |||||
12 | Analyses and carries out relations with stake holders in tasks of production, marketing, management, accounting and finance. | X | |||||
13 | Follows the innovations and encourages team members in tasks of production, marketing, management, accounting and finance. | X | |||||
14 | Questions the position of the organization and offers suggestions in tasks of production, marketing, management, accounting and finance. | X | |||||
16 |
Evaluation System | |
---|---|
Semester Studies | Contribution Rate |
1. Ara Sınav | 85 |
1. Kısa Sınav | 5 |
2. Kısa Sınav | 5 |
3. Kısa Sınav | 5 |
Total | 100 |
1. Yıl İçinin Başarıya | 50 |
1. Final | 50 |
Total | 100 |
ECTS - Workload Activity | Quantity | Time (Hours) | Total Workload (Hours) |
---|---|---|---|
Course Duration (Including the exam week: 16x Total course hours) | 16 | 3 | 48 |
Hours for off-the-classroom study (Pre-study, practice) | 16 | 3 | 48 |
Mid-terms | 1 | 2 | 2 |
Performance Task (Laboratory) | 1 | 32 | 32 |
Final examination | 1 | 3 | 3 |
Total Workload | 133 | ||
Total Workload / 25 (Hours) | 5.32 | ||
dersAKTSKredisi | 5 |