Information Package / Course Catalogue
Financial Investment Analysis and Portfolio Management
Course Code: İMF501
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
Objectives of the Course

At the end of this course the student investment vehicles, capital markets, money markets, risk and risk types, are effectively understand the market, portfolio building, practical portfolio management, fundamental analysis ability, understanding of technical analysis, portfolio performance measure and its variants will be capable of understanding.

Course Content

Capital Markets, Money Markets, Stocks, bonds and other financial instruments, examination, creation techniques, dispersion techniques, applications (with samples from Turkey and the world capital markets).

Name of Lecturer(s)
Prof. Yusuf KADERLİ
Learning Outcomes
1.Students gain the ability to understand financial theories
2.The student portfolio building, practical portfolio management, fundamental analysis ability, their ability to gain understanding of technical analysis.
3.Derivatives of the student's ability to gain understanding.
4.
5.
Recommended or Required Reading
1.Mehmet Baha Karan, Yatırım Analizi ve Portföy Yönetimi, Gazi Kitabevi, 2001.
Weekly Detailed Course Contents
Week 1 - Theoretical
Characteristics of Financial Assets
Week 1 - Preparation Work
Investment Analysis and Portfolio Management, M. Ranganatham, R. Madhumathi, Dorling Kindersley Ltd, Singopare, 2005.
Week 2 - Theoretical
Financial Markets, Investment Types and Properties
Week 2 - Preparation Work
Investment Analysis and Portfolio Management, M. Ranganatham, R. Madhumathi, Dorling Kindersley Ltd, Singopare, 2005.
Week 3 - Theoretical
Hedgers
Week 3 - Preparation Work
Investment Analysis and Portfolio Management, M. Ranganatham, R. Madhumathi, Dorling Kindersley Ltd, Singopare, 2005.
Week 4 - Theoretical
The Secondary Market
Week 4 - Preparation Work
Investment Analysis and Portfolio Management, M. Ranganatham, R. Madhumathi, Dorling Kindersley Ltd, Singopare, 2005.
Week 5 - Theoretical
Stock Management and Control
Week 5 - Preparation Work
Investment Analysis and Portfolio Management, M. Ranganatham, R. Madhumathi, Dorling Kindersley Ltd, Singopare, 2005.
Week 6 - Theoretical
Types of Financial Intermediation
Week 6 - Preparation Work
Investment Analysis and Portfolio Management, M. Ranganatham, R. Madhumathi, Dorling Kindersley Ltd, Singopare, 2005.
Week 7 - Theoretical
Investment Opportunities
Week 7 - Preparation Work
Investment Analysis and Portfolio Management, M. Ranganatham, R. Madhumathi, Dorling Kindersley Ltd, Singopare, 2005.
Week 8 - Intermediate Exam
Midterm Exam
Week 9 - Theoretical
Tools and Debt Valuation of Debt Instruments
Week 9 - Preparation Work
Investment Analysis and Portfolio Management, M. Ranganatham, R. Madhumathi, Dorling Kindersley Ltd, Singopare, 2005.
Week 10 - Theoretical
Tools and Valuation of Bonds
Week 10 - Preparation Work
Investment Analysis and Portfolio Management, M. Ranganatham, R. Madhumathi, Dorling Kindersley Ltd, Singopare, 2005.
Week 11 - Theoretical
And Valuation of Derivatives
Week 11 - Preparation Work
Investment Analysis and Portfolio Management, M. Ranganatham, R. Madhumathi, Dorling Kindersley Ltd, Singopare, 2005.
Week 12 - Theoretical
Portfolio Selection
Week 12 - Preparation Work
Investment Analysis and Portfolio Management, M. Ranganatham, R. Madhumathi, Dorling Kindersley Ltd, Singopare, 2005.
Week 13 - Theoretical
Portfolio Management
Week 13 - Preparation Work
Investment Analysis and Portfolio Management, M. Ranganatham, R. Madhumathi, Dorling Kindersley Ltd, Singopare, 2005.
Week 14 - Theoretical
Portfolio Performance Forecasting
Week 14 - Preparation Work
Investment Analysis and Portfolio Management, M. Ranganatham, R. Madhumathi, Dorling Kindersley Ltd, Singopare, 2005.
Week 15 - Preparation Work
Investment Analysis and Portfolio Management, M. Ranganatham, R. Madhumathi, Dorling Kindersley Ltd, Singopare, 2005.
Week 16 - Final Exam
Final Exam
Week 17 - Final Exam
Final Exam
Assessment Methods and Criteria
Type of AssessmentCountPercent
Midterm Examination1%40
Final Examination1%60
Workload Calculation
ActivitiesCountPreparationTimeTotal Work Load (hours)
Lecture - Theory142370
Midterm Examination125126
Final Examination130131
TOTAL WORKLOAD (hours)127
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
OÇ-1
4
3
2
4
5
2
3
4
4
5
OÇ-2
4
3
4
2
5
3
2
2
4
2
OÇ-3
3
3
5
4
4
4
5
4
3
4
OÇ-4
3
3
2
2
4
2
3
3
4
3
OÇ-5
3
4
2
2
3
3
3
4
4
3
Adnan Menderes University - Information Package / Course Catalogue