Information Package / Course Catalogue
Securities Analysis and Portfolio Management
Course Code: BİY212
Course Type: Area Elective
Couse Group: Short Cycle (Associate's Degree)
Education Language: Turkish
Work Placement: Students are required, as part of the course "İMEU201 – Workplace Vocational Training" (30 ECTS) offered in the fourth semester, to undertake and successfully complete workplace vocational training for a minimum of 70 working days at enterprises designated in accordance with the provisions of the Aydın Adnan Menderes University Directive on Workplace Vocational Training.
Theory: 3
Prt.: 0
Credit: 3
Lab: 0
ECTS: 4
Objectives of the Course

In the process of globalization, financial markets in the world are becoming more important day by day. Many financial instruments are traded in these markets. The aim of this course is to teach the methods of scientific analysis methods that students use to invest in these instruments and to help them acquire have a rational investor mentality.

Course Content

Financial Markets, Capital Markets, Stock Markets, Derivative Markets, Stock Exchange Commission, Istanbul Stock Exchange, VOB, Securities Concept, Portfolio Definition, Traditional Portfolio Theory and Modern Portfolio Theory. Effective Markets Theory, Introduction to Markowitz portfolio theory, Measurement of Portfolio Return and Risk and Creation of the Effective Limit. Introduction to the Pricing Model of Capital Assets (SVFM), Arbitrage Pricing Model, Evaluation of Portfolio Performance, Active - Passive Portfolio Management and International Diversification.

Name of Lecturer(s)
Learning Outcomes
1.To be able to comprehend investment products and investment institutions
2.To be able to calculate the return and risk of securities
3.To be able to calculate portfolio risk and portfolio return by creating a portfolio
4.To be able to perform fundamental analysis and technical analysis
5.To be able to comprehend profit planning and leverage analysis
Recommended or Required Reading
1.Menkul Değer Yatırımlarına Giriş, Dr. Arman Tevfik ve Dr. Gürman Tevfik, Ekonomik Araştırmalar Merkezi Yayınları, İstanbul, 1999.
2.Notes of Lecturer
Weekly Detailed Course Contents
Week 1 - Theoretical
Introduction to Securities Analysis Course
Week 2 - Theoretical
Time Value of Money: Concepts of future value and future value of annuities, Fundamental Analysis
Week 3 - Theoretical
Fundamental Analysis
Week 4 - Theoretical
Stock Valuation
Week 5 - Theoretical
Stock Valuation
Week 6 - Theoretical
Bond Valuation
Week 7 - Theoretical
Bond Valuation
Week 8 - Theoretical
Risk and Return Measurement in Securities Analysis
Week 9 - Theoretical
Measurement of Risk and Return Calculations in Securities Analysis
Week 10 - Theoretical
Modern Portfolio Approach
Week 11 - Theoretical
Traditional Portfolio Approach
Week 12 - Theoretical
Capital Asset Pricing Model and Arbitrage Pricing Model
Week 13 - Theoretical
Technical analysis
Week 14 - Theoretical
Work Week
Assessment Methods and Criteria
Type of AssessmentCountPercent
Assignment2%10
Quiz1%10
Midterm Examination1%20
Final Examination1%60
Workload Calculation
ActivitiesCountPreparationTimeTotal Work Load (hours)
Lecture - Theory140342
Assignment25112
Quiz1516
Midterm Examination112113
Final Examination126127
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
OÇ-1
5
5
4
5
4
5
5
4
5
4
5
OÇ-2
5
4
5
3
5
4
4
5
4
5
4
OÇ-3
4
5
5
4
3
5
5
4
5
5
5
OÇ-4
5
5
3
5
5
4
5
5
4
5
5
OÇ-5
5
4
5
5
5
4
5
3
4
4
5
Adnan Menderes University - Information Package / Course Catalogue
2026