Information Package / Course Catalogue
Fund Management in Banking and Insurance
Course Code: BSN204
Course Type: Required
Couse Group: Short Cycle (Associate's Degree)
Education Language: Turkish
Work Placement: N/A
Theory: 2
Prt.: 0
Credit: 2
Lab: 0
ECTS: 2
Objectives of the Course

The aim of this course is to provide students with knowledge of the fundamental principles, methods, and practices of fund management in the banking and insurance sectors. The course focuses on the effective and efficient use of financial resources, liquidity management, risk management, asset-liability management, and investment decisions, enabling students to evaluate fund management processes in banks and insurance companies.

Course Content

This course covers the fundamental concepts of fund management, sources and uses of funds in financial institutions, asset-liability management in banks, liquidity and risk management, credit and investment portfolio management, evaluation of premium revenues in insurance companies, management of technical reserves, investment policies, and fund management practices in financial markets. In addition, current approaches and regulatory frameworks related to fund management in the banking and insurance sectors are examined.

Name of Lecturer(s)
Learning Outcomes
1.Evaluate fund management in banks and the insurance system.
2.Explain the sources of funds in banks and their management.
3.Explain the sources of funds of insurance companies and their management.
4.Interpret the functions of derivative products in fund management.
5.Explain the types of risks that may arise in financial markets and the management of these risks in banks.
Recommended or Required Reading
1.Bankalarda Fon Yönetimi, İstanbul Üniversitesi Açık ve Uzaktan Eğitim Fakültesi Ders Kitabı
2.Bireysel Emeklilik ve Sosyal Güvenlik Sistemi, İstanbul Üniversitesi Açık ve Uzaktan Eğitim Fakültesi Ders Kitabı
3.Reasürans Uygulamaları, İstanbul Üniversitesi Açık ve Uzaktan Eğitim Fakültesi Ders Kitabı
4.Risk Yönetimi, Atatürk Üniversitesi Açıköğretim Fakültesi Ders Kitabı
5.Ticari Bankalarda Fon Yönetimi ve Türk Bankacılık Sistemi, Murat ŞAHİN, Ekin Kitapevi
6.Sigortacılıkta Fon Yönetimi, Niyazi BERK, Tasarım Matbaacılık
Weekly Detailed Course Contents
Week 1 - Theoretical
Financial Markets and General Framework
Week 1 - Preparation Work
Preparation on Financial Markets and General Framework
Week 2 - Theoretical
Central Banking and Monetary Policy
Week 2 - Preparation Work
Preparation on Central Banking and Monetary Policy
Week 3 - Theoretical
Bank Balance Sheet (Asset and Liability Items)
Week 3 - Preparation Work
Preparation on Bank Balance Sheet (Asset and Liability Items)
Week 4 - Theoretical
Sources of Funds of Banks
Week 4 - Preparation Work
Preparation on Sources of Funds of Banks
Week 5 - Theoretical
Uses of Funds by Banks and Liquidity Management
Week 5 - Preparation Work
Preparation on Uses of Funds by Banks and Liquidity Management
Week 6 - Theoretical
Types of Risks in Banking – I: Concepts and Characteristics of Credit Risk, Liquidity Risk, and Operational Risk
Week 6 - Preparation Work
Preparation on Types of Risks in Banking – I: Concepts and Characteristics of Credit Risk, Liquidity Risk, and Operational Risk
Week 7 - Theoretical
Types of Risks in Banking – II: Concepts and Characteristics of Interest Rate Risk and Foreign Exchange (Currency) Risk
Week 7 - Preparation Work
Preparation on Types of Risks in Banking – II: Concepts and Characteristics of Interest Rate Risk and Foreign Exchange (Currency) Risk
Week 8 - Theoretical
Risk Management Process, Asset-Liability Management, and Capital Adequacy in Banking
Week 8 - Preparation Work
Preparation on Risk Management Process, Asset-Liability Management, and Capital Adequacy in Banking
Week 9 - Theoretical
Derivative Products and Hedging
Week 9 - Preparation Work
Preparation on Derivative Products and Hedging
Week 10 - Theoretical
Derivative Products and Hedging
Week 10 - Preparation Work
Preparation on Derivative Products and Hedging
Week 11 - Theoretical
Swap Transactions and Credit Derivatives
Week 11 - Preparation Work
Preparation on Swap Transactions and Credit Derivatives
Week 12 - Theoretical
Fund Management in Insurance Companies
Week 12 - Preparation Work
Preparation on Fund Management in Insurance Companies
Week 13 - Theoretical
Private Pension Systems and Investment Funds
Week 13 - Preparation Work
Preparation on Private Pension Systems and Investment Funds
Week 14 - Theoretical
Crises and Case Studies in the Banking and Insurance System
Week 14 - Preparation Work
Preparation on Crises and Case Studies in the Banking and Insurance System
Assessment Methods and Criteria
Type of AssessmentCountPercent
Assignment1%5
Quiz1%5
Midterm Examination1%30
Final Examination1%60
Workload Calculation
ActivitiesCountPreparationTimeTotal Work Load (hours)
Lecture - Theory140235
Assignment1404
Quiz1303
Midterm Examination1505
Final Examination1617
TOTAL WORKLOAD (hours)54
Contribution of Learning Outcomes to Programme Outcomes
PÇ-1
PÇ-2
PÇ-3
PÇ-4
PÇ-5
PÇ-6
PÇ-7
PÇ-8
PÇ-9
PÇ-10
PÇ-11
PÇ-12
PÇ-13
PÇ-14
OÇ-1
4
2
5
4
4
2
4
1
1
2
1
2
OÇ-2
5
2
5
1
4
2
4
1
1
2
1
2
OÇ-3
5
2
2
5
4
2
4
1
1
2
1
2
OÇ-4
3
2
5
2
5
2
5
2
1
3
1
2
OÇ-5
4
3
5
3
5
2
5
2
2
4
1
1
2
Adnan Menderes University - Information Package / Course Catalogue
2026