Course Information


Course Information
Course Title Code Semester L+U Hour Credits ECTS
Investment Analysis 52007044 3 + 0 3.0 8.0

Prerequisites None

Language of Instruction Turkish
Course Level Graduate Degree
Course Type Compulsory
Mode of delivery
Course Coordinator
Instructors
Assistants
Goals The aim of this course is to understand how to build portfolios and measure riskiness of a portfolio by making basic and technical analysis.
Course Content Financial Theories, Portfolio Management, Fundamental and Technical Analysis, Derivatives and Behavioral Finance.
Learning Outcomes 1) Understand financial theories.
2) Understand empirical portfolio management.
3) Make fundamental financial analysis
4) Evaluate technical analysis.
5) Measure portfolio performance.
6) Understand derivatives.

Weekly Topics (Content)
Week Topics Teaching and Learning Methods and Techniques Study Materials
Interest rates, term structures of interest rates, time value of money, portfolio risk and return structure Lecture; Question Answer; Problem Solving

 Presentation (Including Preparation Time)
1. Week Investment environment and players of financial markets Lecture; Question Answer; Problem Solving

 Presentation (Including Preparation Time)
2. Week Security exchange markets, capital markets of Turkey and Istanbul Stock Exchange Lecture; Question Answer; Problem Solving

 Presentation (Including Preparation Time)
4. Week Efficient frontier, portfolio selection, capital asset pricing model Lecture; Question Answer; Problem Solving

 Presentation (Including Preparation Time)
5. Week Factor models, arbitrage pricing theory Lecture; Question Answer; Problem Solving

 Presentation (Including Preparation Time)
6. Week Efficient markets hypothesis and anomalies Lecture; Question Answer; Problem Solving

 Presentation (Including Preparation Time)
7. Week Common stocks, common stock market of Istanbul Security Exchange, valuations of stocks Lecture; Question Answer; Problem Solving

 Presentation (Including Preparation Time)
8. Week Securities and security valuation Lecture; Question Answer; Problem Solving

 Presentation (Including Preparation Time)
9. Week Fundamental analysis and financial statement analysis Lecture; Question Answer; Problem Solving

 Presentation (Including Preparation Time)
10. Week Technical analysis and portfolio management strategies Lecture; Question Answer; Problem Solving

 Presentation (Including Preparation Time)
11. Week Futures contracts, options and option valuation Lecture; Question Answer; Problem Solving

 Presentation (Including Preparation Time)
12. Week Measurement of portfolio performance Lecture; Question Answer; Problem Solving

 Presentation (Including Preparation Time)
13. Week Behavioral finance Lecture; Question Answer; Problem Solving

 Presentation (Including Preparation Time)
14. Week Review Lecture; Question Answer; Problem Solving

 Presentation (Including Preparation Time)

Sources Used in This Course
Recommended Sources
Mehmet Baha Karan,"Yatırım Analizi ve Portföy Yönetimi",Dördüncü Baskı Gazi Yayınevi, 2004, 975-7313-99-8. Sharpe, Alexander and Bailey, "Investments", Prentice Halls, 0-13-183344-8. Elton and Gruber, "Modern Portfıolio Theory and Investment Analysis," Wiley, 0-471-00743-9

Relations with Education Attainment Program Course Competencies
Program RequirementsContribution LevelDK1DK2DK3DK4DK5DK6
PY15000000
PY25000000
PY35000000
PY45000000

*DK = Course's Contrubution.
0 1 2 3 4 5
Level of contribution None Very Low Low Fair High Very High
.

ECTS credits and course workload
Event Quantity Duration (Hour) Total Workload (Hour)
Course Duration (Total weeks*Hours per week) 14 3
Work Hour outside Classroom (Preparation, strengthening) 14 6
Presentation (Including Preparation Time) 1 35
Midterm Exam 1 30
Final Exam 1 35
Total Workload
Total Workload / 30 (s)
ECTS Credit of the Course
Quick Access Hızlı Erişim Genişlet
Course Information
  • Course Information
  • Weekly Topics (Content)
  • Sources Used in This Course
  • Relations with Education Attainment Program Course Competencies
  • ECTS credits and course workload