| 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 | ||