Investment Analysis(IND422)
| Course Code | Course Name | Semester | Theory | Practice | Lab | Credit | ECTS |
|---|---|---|---|---|---|---|---|
| IND422 | Investment Analysis | 8 | 3 | 0 | 0 | 3 | 4 |
| Prerequisites | IND321 |
| Admission Requirements | IND321 |
| Language of Instruction | English |
| Course Type | Elective |
| Course Level | Bachelor Degree |
| Course Instructor(s) | M. Levent DEMİRCAN ldemircan@gsu.edu.tr (Email) |
| Assistant | |
| Objective | This course begins by describing the investment environment, investment theory, various developments, and valuation principles and practices. Securities and fixed income securities, stocks, derivative securities, and their analysis will be discussed. Theories, principles and portfolio management techniques will be presented. Topics include the portfolio investment process, asset allocation, portfolio construction, and portfolio performance evaluation. Throughout the course, a global perspective will be emphasized. |
| Content |
Week 1: Investment Environment Week 2: Organization and Functioning of Securities Markets Week 3: Investment Theory Week 4: Asset Pricing Models Week 5: Bond Management and Analysis Week 6: Bond Valuation Week 7: Valuation Principles and Practices Week 8: Stocks Week 9: Midterm Exam Week 10: Stock Market Analysis Week 11: Derivative Analysis Week 12: Option Contracts Week 13: Investment Trusts and Portfolio Performance Week 14: Portfolio Performance Evaluation |
| Course Learning Outcomes |
Students who complete this course are expected to have learned the following topics: 1/ To gain an understanding of the basic theoretical concepts of modern portfolio theory. 2/ Applying theoretical concepts for real-world investment analysis. 3/ Evaluating investment alternatives, their risk and expected return characteristics. 4/ Discussing investment strategies and valuation models. 5/ Calculating investment risk and return types used in portfolio analysis and construction 6/ To understand the methods of evaluating the results of the investment. |
| Teaching and Learning Methods | |
| References |
Lecture Notes Ross, Corporate Finance, McGraw Hill. BKM, Investments, McGraw Hill. |
Theory Topics
| Week | Weekly Contents |
|---|---|
| 1 | Week 1: Investment Environment |
| 2 | Week 2: Organization and Functioning of Securities Markets |
| 3 | Week 3: Investment Theory |
| 4 | Week 4: Asset Pricing Models |
| 5 | Week 5: Bond Management and Analysis |
| 6 | Week 6: Bond Valuation |
| 7 | Week 7: Valuation Principles and Practices |
| 8 | Week 8: Stocks |
| 9 | Week 9: Midterm Exam |
| 10 | Week 10: Stock Market Analysis |
| 11 | Week 11: Derivative Analysis |
| 12 | Week 12: Option Contracts |
| 13 | Week 13: Investment Trusts and Portfolio Performance |
| 14 | Week 14: Portfolio Performance Evaluation |
Practice Topics
| Week | Weekly Contents |
|---|
Contribution to Overall Grade
| Number | Contribution | |
|---|---|---|
| Contribution of in-term studies to overall grade | 1 | 50 |
| Contribution of final exam to overall grade | 1 | 50 |
| Toplam | 2 | 100 |
In-Term Studies
| Number | Contribution | |
|---|---|---|
| Assignments | 0 | 0 |
| Presentation | 0 | 0 |
| Midterm Examinations (including preparation) | 1 | 100 |
| Project | 0 | 0 |
| Laboratory | 0 | 0 |
| Other Applications | 0 | 0 |
| Quiz | 0 | 0 |
| Term Paper/ Project | 0 | 0 |
| Portfolio Study | 0 | 0 |
| Reports | 0 | 0 |
| Learning Diary | 0 | 0 |
| Thesis/ Project | 0 | 0 |
| Seminar | 0 | 0 |
| Other | 0 | 0 |
| Toplam | 1 | 100 |
| No | Program Learning Outcomes | Contribution | ||||
|---|---|---|---|---|---|---|
| 1 | 2 | 3 | 4 | 5 | ||
| 1 | Knowledge and understanding of a wide range of basic sciences (math, physics, ...) and the main concepts of engineering | X | ||||
| 2 | Ability to combine the knowledge and skills to solve engineering problems and provide reliable solutions | X | ||||
| 3 | Ability to select and apply methods of analysis and modeling to ask, reformulate and solve the complex problems of industrial engineering | X | ||||
| 4 | Ability to conceptualize complex systems, processes or products under practical constraints to improve their performance, ability to use innovative methods of design | X | ||||
| 5 | Ability to design, select and apply methods and tools needed to solve problems related to the practice of industrial engineering, ability to use computer technology | X | ||||
| 6 | Ability to design experiments, collect and interpret data and analyze results | X | ||||
| 7 | Ability to work independently, ability to participate in working groups and have a multidisciplinary team spirit | X | ||||
| 8 | Ability to communicate effectively, ability to speak at least two foreign languages | |||||
| 9 | Awareness of the need for continuous improvement of lifelong learning, ability to keep abreast of scientific and technological developments to use the tools of information management | X | ||||
| 10 | Awareness of professional and ethical responsibility | |||||
| 11 | Knowledge of the concepts of professional life as "project management", "risk management" and "management of change" | X | ||||
| 12 | Knowledge on entrepreneurship, innovation and sustainability | X | ||||
| 13 | Understanding of the effects of Industrial Engineering applications on global and social health, environment and safety. | |||||
| 14 | Knowledge of the problems of contemporary society | X | ||||
| 15 | Knowledge of the legal implications of the practice of industrial engineering | |||||
| Activities | Number | Period | Total Workload |
|---|---|---|---|
| Total Workload | 0 | ||
| Total Workload / 25 | 0.00 | ||
| Credits ECTS | 0 | ||