Information Package / Course Catalogue
Investment Analysis and Portfolio Management
Course Code: BSS107
Course Type: Required
Couse Group: Short Cycle (Associate's Degree)
Education Language: Turkish
Work Placement: N/A
Theory: 3
Prt.: 0
Credit: 3
Lab: 0
ECTS: 4
Objectives of the Course

The aim of this course is to enable students to gain the ability to analyze investment instruments, evaluate the risk and return relationship, create a portfolio and manage investment decisions practically.

Course Content

Financial markets, investment instruments, security analysis, risk-return relationship, financial asset valuation methods and calculations, portfolio creation and management, investment strategies, capital markets and applied investment transactions.

Name of Lecturer(s)
Learning Outcomes
1.Can explain the functioning of financial markets and the basic features of capital market instruments.
2.Can make fundamental analyzes regarding the valuation of investment instruments such as bonds, bonds and stocks.
3.Can evaluate investment decisions by performing return and risk calculations on financial assets.
4.Can interpret investment instruments using fundamental analysis and technical analysis methods.
5.Can create and manage a portfolio and evaluate its performance by taking into account the risk-return relationship.
Recommended or Required Reading
1.Prof. Dr. Mehmet Baha KARAN, Investment Analysis and Portfolio Management
2.Mehmet Civan, Capital Market Analysis and Portfolio Management
Weekly Detailed Course Contents
Week 1 - Theoretical
Introduction to Financial Markets, Types and Investment Concepts
Week 2 - Theoretical
Capital and Money Market Instruments: Stocks, Bonds, Bills, Mutual Funds and Other Securities
Week 3 - Theoretical
Fixed Income Securities and Bond Valuation Practices
Week 4 - Theoretical
Stock Valuation Approaches
Week 5 - Theoretical
Stock Valuation with Growth Models
Week 6 - Theoretical
Stock Valuation Approaches, Stock Valuation Case Study Solution with Growth Models
Week 7 - Theoretical
Concept of Risk and Types of Risk in Securities
Week 8 - Theoretical
Portfolio Concept, Diversification and Portfolio Risk Reduction
Week 9 - Theoretical
Traditional and Modern Portfolio Theory, Effective Portfolio Creation and Diversification Strategies
Week 10 - Theoretical
Introduction to Fundamental Analysis and Technical Analysis, Chart Types
Week 11 - Theoretical
Support-Resistance, Moving Averages and Fundamental Indicators in Technical Analysis
Week 12 - Theoretical
Applied Investment Transactions: Virtual Portfolio Creation and Portfolio Evaluation
Week 13 - Theoretical
Applied Investment Transactions: Virtual Portfolio Creation and Portfolio Evaluation
Week 14 - Theoretical
Applied Investment Transactions: Virtual Portfolio Creation and Portfolio Evaluation
Assessment Methods and Criteria
Type of AssessmentCountPercent
Attending Lectures1%5
Quiz1%5
Midterm Examination1%30
Final Examination1%60
Workload Calculation
ActivitiesCountPreparationTimeTotal Work Load (hours)
Lecture - Theory141356
Individual Work101010
Practice Examination42320
Quiz1213
Midterm Examination1415
Final Examination1516
TOTAL WORKLOAD (hours)100
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
3
5
2
2
1
OÇ-2
3
5
5
5
2
OÇ-3
3
5
5
3
2
OÇ-4
2
4
5
2
2
OÇ-5
2
5
4
3
3
Adnan Menderes University - Information Package / Course Catalogue
2026