Information Package / Course Catalogue
| Course Code | : İKP529 |
| Course Type | : Area Elective |
| Couse Group | : Second Cycle (Master's Degree) |
| Education Language | : Turkish |
| Work Placement | : N/A |
| Theory | : 3 |
| Prt. | : 0 |
| Credit | : 3 |
| Lab | : 0 |
| ECTS | : 5 |
This course is designed to introduce investment management theories and practices to international finance students. Through in-class discussions, excel exercises, individual and group projects, exercises using real market platforms in the Financial Markets Laboratory, and portfolio management simulations, students will personally see and use the concepts and technical tools necessary to understand and effectively perform investment decisions and analysis. By making careful and detailed analysis and working in a regular, disciplined manner, students will have the chance to gain experience in integrating and synthesizing theoretical and empirical observations, basic investment and portfolio management concepts and techniques with real-life applications.
Some of the topics covered in the course are: investment risk and return on investment overview, relevant models; efficient and optimal portfolios; diversification; efficient markets; fundamental analysis; technical analysis; fixed income securities; bond portfolios; risk management; stock valuation methods; firm valuation methods; international diversification; funds; approaches in portfolio structuring; portfolio management strategies; dynamic portfolios; portfolio performance evaluation; procedures followed in investment advice.
| 1. | To have information about the techniques and methods used in investment analysis and portfolio management, and the theories and concepts underlying them. |
| 2. | To know the investment instruments, their differences, the investment environment and the markets. |
| 3. | To be able to evaluate different financial assets. |
| 4. | To understand the basic investment strategies and know how they are applied. |
| 5. | To have practical knowledge about the effects of business events and macroeconomic factors on investment performance. |
| 6. | To be able to integrate theory and practice in creating an investment portfolio and evaluating its performance. |
| 1. | Yatırımların Temel Unsurları (Essentials of Investments), 8e, Bodie, Kane, and Marcus, McGraw-Hill/Irwin. |
| 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 | 3 | 70 |
| Individual Work | 7 | 2 | 2 | 28 |
| Midterm Examination | 1 | 10 | 1 | 11 |
| Final Examination | 1 | 15 | 1 | 16 |
| TOTAL WORKLOAD (hours) | 125 | |||
PÇ-1 | PÇ-2 | PÇ-3 | PÇ-4 | PÇ-5 | PÇ-6 | PÇ-7 | |
OÇ-1 | 4 | 3 | 3 | 3 | 3 | 4 | 4 |
OÇ-2 | 4 | 4 | 4 | 4 | 4 | 5 | 4 |
OÇ-3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 |
OÇ-4 | 4 | 3 | 3 | 5 | 4 | 4 | 4 |
OÇ-5 | 4 | 4 | 4 | 4 | 4 | 4 | 4 |
OÇ-6 | 4 | 4 | 4 | 4 | 4 | 4 | 4 |