| Course Name | Code | Semester | T+U Hours | Credit | ECTS |
|---|---|---|---|---|---|
| Security Analysis and Portfolio Management | EIS 521 | 0 | 3 + 0 | 3 | 7 |
| Precondition Courses | <p>Corporate Finance / Financial Management</p> |
| Recommended Optional Courses | |
| Course Language | Turkish |
| Course Level | yuksek_lisans |
| Course Type | Optional |
| Course Coordinator | SİNAN ESEN |
| Course Lecturers | |
| Course Assistants | Res. Ast. Oylum Sehvez Erguzel |
| Course Category | Field Proper Education |
| Course Objective | The course aims to provide a sound knowledge of financial markets, instruments, and valuation and also provide the necessary skills to make rational investment decisions and efficient manage portfolios. |
| Course Content | Financial markets, securities, valuation, financial analysis, portfolio theory and portfolio performance. Therotical knowledge is utilized by managing a virtual portfolio. |
| # | Course Learning Outcomes | Teaching Methods | Assessment Methods |
|---|---|---|---|
| 1 | Advanced knowledge of financial markets | Lecture, Question-Answer, Discussion, | Testing, Homework, |
| 2 | Sound knowledge of financial instruments | Lecture, Question-Answer, Discussion, | Testing, Homework, |
| 3 | Ability to value financial assets | Lecture, Question-Answer, Discussion, | Testing, Homework, |
| 4 | Ability to make fundamental and technical analysis | Lecture, Question-Answer, Case Study, | Testing, Homework, |
| 5 | Practice rational investment decisions | Lecture, Question-Answer, Discussion, Drilland Practice, | Testing, Homework, |
| Week | Course Topics | Preliminary Preparation |
|---|---|---|
| 1 | The structure and process of financial markets | Related chaptes in Lecture Notes of Mehmet Saraç |
| 2 | Finanical Assets | Related chaptes in Lecture Notes of Mehmet Saraç |
| 3 | Bond Valuation | Related chaptes in Lecture Notes of Mehmet Saraç |
| 4 | Stock Valuation | Related chaptes in Lecture Notes of Mehmet Saraç |
| 5 | Risk and Return | Related chaptes in Lecture Notes of Mehmet Saraç |
| 6 | Portfolio Theory | Related chaptes in Lecture Notes of Mehmet Saraç |
| 7 | Midterm | Related chaptes in Lecture Notes of Mehmet Saraç |
| 8 | Fundamental Analysis | Related chaptes in Lecture Notes of Mehmet Saraç |
| 9 | Technical Analysis | Related chaptes in Lecture Notes of Mehmet Saraç |
| 10 | Asessment of Portfolio Performance | Related chaptes in Lecture Notes of Mehmet Saraç |
| 11 | Virtual Portfolio Application | Related chaptes in Lecture Notes of Mehmet Saraç |
| 12 | Virtual Portfolio Application | Related chaptes in Lecture Notes of Mehmet Saraç |
| 13 | Virtual Portfolio Application | Related chaptes in Lecture Notes of Mehmet Saraç |
| 14 | Virtual Portfolio Application | Related chaptes in Lecture Notes of Mehmet Saraç |
| Resources | |
|---|---|
| Course Notes | |
| Course Resources | M.B. KARAN, Yatırım Analizi ve Portföy Yönetimi, Gazi Kitabevi, Ankara, 2004 |
| Order | Program Outcomes | Level of Contribution | |||||
|---|---|---|---|---|---|---|---|
| 1 | 2 | 3 | 4 | 5 | |||
| 1 | has the information in manufacturing, marketing, management and accounting-finance functions at the level of expertise. | X | |||||
| 2 | is aware of the interdisciplinary interaction related of field of expertise | X | |||||
| 3 | makes teamwork and shares knowledge with his/her team in the field of expertise | X | |||||
| 4 | defines problems, analyzes and provides solutions to problems | X | |||||
| 5 | conducts independent research, contribute to projects and take responsibility in the field of expertise | X | |||||
| 6 | sets business visions, missions, goals and targets in the field of study. | X | |||||
| 7 | Questionizes the knowledge he/she has in the field of expertise | X | |||||
| 8 | Related to area of expertise that have served as areas where the accumulation and transfer data using the tool to communicate with all kinds of suggestions, if necessary it can use at least one foreign language. | ||||||
| 9 | Open to professional sharing and cooperation in the field of his/her expertise. | X | |||||
| 10 | is able to entry data and conduct data analysis in the field of his/her expertise | ||||||
| 11 | acts in accordance with business values and social ethics in the field of his/ her experise. | ||||||
| 12 | analyzes the relationships with stakeholders and national governments in the field of his/ her expertise. | X | |||||
| 13 | makes recommendations that will contribute to field of his/her expertise. | X | |||||
| 14 | is conscious about the universality of social rights, social justice, quality, environmental and cultural values protection, occupational health and safety besides the field of his/her expertise. | X | |||||
| Evaluation System | |
|---|---|
| Semester Studies | Contribution Rate |
| 1. Ara Sınav | 60 |
| 1. Ödev | 10 |
| 2. Ödev | 10 |
| 1. Kısa Sınav | 20 |
| 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 | 6 | 96 |
| Mid-terms | 1 | 12 | 12 |
| Final examination | 1 | 15 | 15 |
| Total Workload | 171 | ||
| Total Workload / 25 (Hours) | 6.84 | ||
| dersAKTSKredisi | 7 | ||