Course Language:
English
Course Objectives:
This course is designed to introduce the basic financial concepts, theories, principles and their applications necessary for making investment decisions.
Course Content:
Some of the topics covered in the course are: financial assets and markets; securities analysis; portfolio theory; asset allocation in the portfolio; valuation; risk models; portfolio management and related approaches.
Teaching Methods:
1: Lecture, 2: Question-Answer, 3: Discussion
Assessment Methods:
A: Testing, B: Presentation C: Homework
Vertical Tabs
Course Flow
COURSE CONTENT | |||
Week | Topics | Study Material | |
1 | Investing items, markets, instruments and trading. | Textbook 1-4. Chapters | |
2 | Investing items, markets, instruments and trading. | Textbook 1-4. Chapters | |
3 | Risk and return, risk preferences of investors, optimum portfolios, asset allocation, risk sharing. | Textbook 5-7. Chapters | |
4 | Risk and return, risk preferences of investors, optimum portfolios, asset allocation, risk sharing. | Textbook 5-7. Chapters | |
5 | Index models, CAPM, AT and other risk-return models. | Textbook 8-10,13. Chapters | |
6 | Index models, CAPM, AT and other risk-return models. | Textbook 8-10,13. Chapters | |
7 | Efficient markets and behavioral finance: technical analysis. | Textbook 11-12. Chapters | |
8 | Fixed income assets, maturity structure of interest rates, bond portfolios, risk management. | Textbook 14-16. Chapters | |
9 | Stock valuation approaches, portfolio performance, international diversification. | Textbook 22,24-25. Chapters | |
10 | Stock valuation approaches, portfolio performance, international diversification. | Textbook 22,24-25. Chapters | |
11 | Exam | ||
12 | Active Portfolio Management | Textbook 26-28. Chapters | |
13 | Project Presentations | ||
14 | Project Presentations | ||
15 | Final |
Recommended Sources
RESOURCES | ||
Textbook | Investments and Portfolio Management, Bodie, Kane, and Marcus, 9e, McGraw-Hill/Irwin. | |
Others Resources | Course website, lecture notes, additional article set, financial markets laboratory, scientific calculator, online resources, excel type software. |
Assessment
ASSESSMENT |
||
IN-TERM STUDIES |
NUMBER |
PERCENTAGE |
Mid-Term |
1 |
40 |
Assignment |
6 |
40 |
Projects |
1 |
20 |
|
Total |
100 |
CONTRIBUTION OF FINAL EXAMINATION TO OVERALL |
|
25 |
CONTRIBUTION OF IN-TERM STUDIES TO OVERALL |
|
75 |
|
Total |
100 |
Course’s Contribution to Program
COURSE'S CONTRIBUTION TO PROGRAMME | ||||||
No | Program Learning Outcomes | Contribution | ||||
1 | 2 | 3 | 4 | 5 | ||
1 | It uses the knowledge and skills it has absorbed in the fields of Economics, Finance, Statistics and Computer Science in interdisciplinary studies and produces different application areas. | X | ||||
2 | With the awareness of lifelong learning and questioning, it follows national and international publications; It is expected to expand the limit of knowledge with scientific articles by reaching the level of preparing works in accordance with academic rules. | X | ||||
3 | Designs, implements, solves and interprets analytical, modeling and empirical research; This way it makes predictions. | X | ||||
4 | When she is involved in business life, she is expected to blend her knowledge in different fields with her differences and competencies and reflect them to her individual career. | X | ||||
5 | Being aware of the ethical values, students know the individual, social and ecological dimensions of the concept of social responsibility and can prove that they understand the active citizenship duty that falls upon them within this framework. | X | ||||
6 | Uses computer software and information and communication technologies required by related fields at an advanced level. | X |
ECTS
ECTS ALLOCATED BASED ON STUDENT WORKLOAD BY THE COURSE DESCRIPTION | ||||
Activities | Quantity | Duration (Hour) | Total Workload (Hour) | |
Course Duration (Including the exam week: 15x Total course hours/week) |
16 | 3 | 48 | |
Hours for off-the-classroom study (Pre-study, practice, review/week) |
16 | 4 | 80 | |
Homework | 6 | 10 | 60 | |
Projects | 6 | 10 | 10 | |
Mid-term | 1 | 20 | 10 | |
Final | 1 | 30 | 30 | |
Total Work Load | 248 | |||
Total Work Load / 25 (h) | 9,92 | |||
ECTS Credit of the Course | 10 |