GAZI UNIVERSITY INFORMATION PACKAGE - 2019 ACADEMIC YEAR

COURSE DESCRIPTION
INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT/BNK-401
Course Title: INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT
Credits 3 ECTS 6
Semester 7 Compulsory/Elective Compulsory
COURSE INFO
 -- LANGUAGE OF INSTRUCTION
  Turkish
 -- NAME OF LECTURER(S)
  Prof.Dr. Mehmet ARSLAN
 -- WEB SITE(S) OF LECTURER(S)
  http://www.websitem.gazi.edu.tr/site/mehars
 -- EMAIL(S) OF LECTURER(S)
  mehars@gazi.ed.tr
 -- LEARNING OUTCOMES OF THE COURSE UNIT
Learns the analysis of securities and portfolio investment.
Learns stock valuation.
Learns the analysis of debt instruments (e.g. bond,commercial paper.
Understands the basic portfolio theories and their implications for portfolio construction and management.
Understands the portfolio formation and analysis of portfolio.
Learns the security valuation.
 -- MODE OF DELIVERY
  This course will only face-to-face training.
 -- PREREQUISITES AND CO-REQUISITES
  There is no prerequisite or co-requisite for this course.
 -- RECOMMENDED OPTIONAL PROGRAMME COMPONENTS
  There are no lessons related with the suggested lesson.
 --COURSE CONTENT
1. Week  Investment and types of investment, the purpose of investor and factors affecting investment decision
2. Week  Financial markets and types of financial markets
3. Week  The functions of capital markets, the development of the capital market in Turkey
4. Week  Capital market regulations and capital market institutions in Turkey
5. Week  Introduction to securities
6. Week   The IPOs and stock exchange transactions
7. Week   Return, risk and diversification
8. Week  Midterm exam
9. Week  Real assets market, real estate market and investment in precious metals market
10. Week   Investment in foreign exchange market and money market
11. Week  Investment in securities market (stock, bonds and their derivatives)
12. Week  Introduction to portfolio management
13. Week  Asset pricing models
14. Week  Portfolio formation strategies, technical analysis and fundamental analysis
15. Week  Portfolio management and analysis of portfolio performance
16. Week  Final exam
 -- RECOMMENDED OR REQUIRED READING
  Capital Market and Stock Exchange Basics Guide, Istanbul Stock Exchange Capital Market Investment Instruments and Analysis
 -- PLANNED LEARNING ACTIVITIES AND TEACHING METHODS
  Lecture, Question and Answer, creating portfolio for students and analyzing of one of the companies in Istanbul Stock Exchange
 -- WORK PLACEMENT(S)
  Absent
 -- ASSESSMENT METHODS AND CRITERIA
 
Quantity
Percentage
 Mid-terms
1
40
 Assignment
1
0
 Exercises
0
0
 Projects
0
0
 Practice
0
0
 Quiz
0
0
 Contribution of In-term Studies to Overall Grade  
40
 Contribution of Final Examination to Overall Grade  
60
 -- WORKLOAD
 Efficiency  Total Week Count  Weekly Duration (in hour)  Total Workload in Semester
 Theoretical Study Hours of Course Per Week
14
3
42
 Practising Hours of Course Per Week
0
 Reading
7
3
21
 Searching in Internet and Library
7
3
21
 Designing and Applying Materials
0
 Preparing Reports
0
 Preparing Presentation
0
 Presentation
7
3
21
 Mid-Term and Studying for Mid-Term
7
3
21
 Final and Studying for Final
7
3
21
 Other
0
 TOTAL WORKLOAD: 
147
 TOTAL WORKLOAD / 25: 
5.88
 ECTS: 
6
 -- COURSE'S CONTRIBUTION TO PROGRAM
NO
 PROGRAM LEARNING OUTCOMES
1
2
3
4
5
1Use mathematical and graphical tools in the field of insuranceX
2Understand the basic concepts and assumptions related to the science of insuranceX
3Use methods, techniques and tools necessary for the analysis and modelling of economic data to ensure and evaluate the obtained resultsX
4Describe the structure and properties of the markets in economyX
5Make predictions about the relationships between economic and financial variablesX
6Analyze and comment on current economic eventsX
7Comment on Insurance SectorX
8Analyze the insurance companies and the insurance sector within the framework of economic, financial and accounting dataX
9Have the ability to develop solutions for social problemsX
10Have the ability to do inter-disciplinary research and studyX