Information Package / Course Catalogue
| Course Code | : UTIF308 |
| Course Type | : Area Elective |
| Couse Group | : First Cycle (Bachelor's Degree) |
| Education Language | : Turkish |
| Work Placement | : N/A |
| Theory | : 3 |
| Prt. | : 0 |
| Credit | : 3 |
| Lab | : 0 |
| ECTS | : 5 |
The aim of this course is to equip students with the analytical tools and knowledge required for making rational investment decisions. Students will learn key topics such as security valuation, risk-return analysis, portfolio construction, investment strategies, and performance measurement. The course also covers the functioning of capital markets, the efficient market hypothesis, and the use of derivatives in portfolio management.
The course begins with an overview of the investment environment and market participants. Topics include security exchanges, portfolio risk and return, efficient frontier and portfolio selection, CAPM, and factor models. The curriculum continues with valuation of stocks and bonds, financial statement analysis, portfolio strategies, futures contracts, and portfolio performance evaluation with practical applications.
| Lec. Bülent YILDIZ |
| 1. | Analyzes the investment environment, financial markets, and market participants. |
| 2. | Evaluates the risk-return trade-off and applies the portfolio construction process. |
| 3. | Performs valuation of securities such as stocks and bonds. |
| 4. | Develops various investment strategies and measures portfolio performance. |
| 5. | Analyzes how derivatives are used in portfolio management. |
| 1. | Investment Analysis and Portfolio Management - Prof. Dr. Mehmet BAHA KARAN, Gazi Kitabevi |
| 2. | Bolak Mehmet, Portfolio Analysis in Capital Market Securities, Beta Publishing |
| 3. | Konuralp Gürel, Capital Markets, Analysis, Theories and Portfolio Management, Alfa Publications. |
| Type of Assessment | Count | Percent |
|---|---|---|
| Midterm Examination | 1 | %40 |
| Final Examination | 1 | %60 |
| Activities | Count | Preparation | Time | Total Work Load (hours) |
|---|---|---|---|---|
| Lecture - Theory | 14 | 2 | 2 | 56 |
| Midterm Examination | 1 | 33 | 1 | 34 |
| Final Examination | 1 | 35 | 1 | 36 |
| TOTAL WORKLOAD (hours) | 126 | |||
PÇ-1 | PÇ-2 | PÇ-3 | PÇ-4 | PÇ-5 | PÇ-6 | PÇ-7 | PÇ-8 | PÇ-9 | PÇ-10 | PÇ-11 | PÇ-12 | |
OÇ-1 | 1 | 2 | 2 | 2 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 4 |
OÇ-2 | 2 | 5 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 3 | 2 | 4 |
OÇ-3 | 3 | 5 | 3 | 5 | 3 | 3 | 3 | 3 | 2 | 3 | 2 | 4 |
OÇ-4 | 2 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 3 | 3 | 5 |
OÇ-5 | 3 | 2 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 3 | 2 | 4 |