| Course Name | Code | Semester | T+U Hours | Credit | ECTS |
|---|---|---|---|---|---|
| Stock Markets and Investment Tools | EKO 561 | 0 | 3 + 0 | 3 | 6 |
| Precondition Courses | |
| Recommended Optional Courses | |
| Course Language | Turkish |
| Course Level | yuksek_lisans |
| Course Type | Optional |
| Course Coordinator | Dr.Öğr.Üyesi SAYIN SAN |
| Course Lecturers | |
| Course Assistants | |
| Course Category | Available Basic Education in the Field |
| Course Objective | The purpose of this course is using investment and portfolio process to explain and anlayze portfolio management techniques and to discuss the models measuring portfolio performance and also to teach portfolio theories. |
| Course Content | Investment Basics and Investment Decisions, Introduction to Portfolio Management, Portfolio Management Theories, Portfolio Management Process and Asset Allocation, Equity Investments, Equity Investments, Equity Investments, Fixed Income Investments, Futures & Options Investments, Alternative Investments, Asset Management Sector Dynamics and Introduction of Companies, Asset Management Strategies (active, passive, strategic and tactical asset management), performance measurement, Risk Management |
| # | Course Learning Outcomes | Teaching Methods | Assessment Methods |
|---|---|---|---|
| 1 | to analyze risk management in portfolio management | Lecture, | Testing, |
| 2 | to analyze alternative products | Group Study, Project Based Learning, | Testing, Project / Design, |
| 3 | to make valuation of equities and fixed income instruments | Problem Solving, | Project / Design, Performance Task, |
| 4 | to understand portfolio management theries and portfolio management process | Group Study, Case Study, | Testing, Project / Design, Portfolio, |
| 5 | to understand investment basics and analyses investment decisons. | Lecture, Project Based Learning, | Testing, Project / Design, |
| Week | Course Topics | Preliminary Preparation |
|---|---|---|
| 1 | Investment Basics and Investment Decisions | |
| 2 | Introduction to Portfolio Management | |
| 3 | Portfolio Management Theories | |
| 4 | Portfolio Management Process and Asset Allocation | |
| 5 | Equity Investments | |
| 6 | Equity Investments | |
| 7 | MIDTERM | |
| 8 | Fixed Income Investments | |
| 9 | Fixed Income Investments | |
| 10 | Futures & Options Investments | |
| 11 | Alternative Investments | |
| 12 | Asset Management Sector Dynamics and Introduction of Companies | |
| 13 | Asset Management Strategies (active, passive, strategic and tactical asset management), performance measurement | |
| 14 | FINAL |
| Resources | |
|---|---|
| Course Notes | <p>Edwin J. Elton, Martin J. Gruber, Stephen J. Brown, William N. Goetzmann, Modern Portfolio Theory and Investment Analysis</p> <p>Frank K. Reilly, Keith C. Brown, Investment Analysis and Portfolio Management</p> <p>Investment Analysis and Portfolio Management Sharpe, Alexander and Bailey</p> |
| Course Resources | |
| Order | Program Outcomes | Level of Contribution | |||||
|---|---|---|---|---|---|---|---|
| 1 | 2 | 3 | 4 | 5 | |||
| 1 | Economic and financial issues in conjunction with the expansion and deepening of information by econometric analysis information to evaluate, interpret and apply | X | |||||
| 2 | Using the theoretical knowledge in finance and economics combine the ability to apply scientific methods and knowledge of econometric methods to analyze and interpret | X | |||||
| 3 | Problems experienced in the financial sector to analyze with scientific methods and solutions development | X | |||||
| 4 | The oral and visual way to transfer to Current developments in the financial sector, for the financial sector and outside groups as written | X | |||||
| 5 | Both public as well as how it should be in the private sector require highly skilled personnel; have the theoretical knowledge and practical advanced analysis capabilities in economic and financial matters | X | |||||
| 6 | At least one foreign language spoken and written communication having the ability ("European Language Portfolio Global Scale", Level B2 | X | |||||
| 7 | they internalize the knowledge and problem-solving skills, ability to apply interdisciplinary studies | X | |||||
| Evaluation System | |
|---|---|
| Semester Studies | Contribution Rate |
| 1. Ara Sınav | 30 |
| 1. Ödev | 15 |
| 2. Ödev | 15 |
| 1. Proje / Tasarım | 13 |
| 2. Proje / Tasarım | 13 |
| 3. Proje / Tasarım | 14 |
| 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 | 4 | 64 |
| Mid-terms | 1 | 4 | 4 |
| Assignment | 2 | 5 | 10 |
| Project / Design | 3 | 6 | 18 |
| Final examination | 1 | 6 | 6 |
| Total Workload | 150 | ||
| Total Workload / 25 (Hours) | 6 | ||
| dersAKTSKredisi | 6 | ||