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