Department of Business Administration

Portfolio Management(G451)

Content
Course Code Course Name Semester Theory Practice Lab Credit ECTS
G451 Portfolio Management 7 3 0 0 3 5
Prerequisites G352
Admission Requirements G352
Language of Instruction English
Course Type Elective
Course Level Bachelor Degree
Course Instructor(s)
Assistant
Objective The aim of this course is to present the different types of markets, roles of stock exchanges, valuation of different kinds of securities and the essentials of portfolio management.
Content Week 1.: Financial markets
Week 2.: Financial institutions
Week 3.: Stock exchanges and the computation of stock exchange indexes
Week 4.: Stocks
Week 5.: Bonds and other securities
Week 6.: Principles of equity valuation
Week 7.: Valuation of fixed income securities
Week 8.: Midterm exam
Week 9.: Fundamental analysis in stock valuation
Week 10.: Technical analysis in stock valuation
Week 11.: Portfolio management
Week 12.: Capital asset pricing model
Week 13.: Naive methods of portfolio management
Week 14.: Portfolio performance evaluation
Course Learning Outcomes This course will provide to;
1. Be able to evaluate the role of stock exchanges and the other financial institutions
2. Have knowledge of different kinds of securities
3. Have skill of security valuation in the ongoing market conditions
4. Be able to manage a portfolio in a fluctuating economic environment
Teaching and Learning Methods
References BOLAK, Mehmet ; “Sermaye Piyasası, Menkul Kıymetler ve Portföy Analizi”, 4.bası, Beta Basım, Yayım, Dağıtım A.Ş., Mart 2001, İstanbul.

CANBAŞ, Serpil, Hatice DOĞUKANLI; “Finansal Pazarlar”, 3. baskı, Beta Basım, Yayım, Dağıtım A.Ş., Eylül 2001, İstanbul.

SARIKAMIŞ, Cevat; “Sermaye Pazarları”, Alfa Basım, Yayım, Dağıtım A.Ş., Ocak 1998, İstanbul

FRANCIS, J.C.; “ Investments: Analysis and Management”, 2. Ed., McGraw-Hill Book Company, 1976
Print the course contents
Weekly Contents
Theory Topics
Week Weekly Contents
1 Financial markets
2 Financial institutions
3 Stock exchanges, formation of stock prices, short sale and margin trade
4 Options and stock exchange indexes
5 Stocks
6 Bonds and other securities
7 Valuation of fixed income securities
8 Midterm exam
9 Fundamental analysis in stock valuation
10 Technical analysis in stock valuation
11 Portfolio management
12 Capital asset pricing model
13 Naive methods of portfolio management
14 Portfolio performance evaluation
Practice Topics
Week Weekly Contents
Assessment System
Contribution to Overall Grade
  Number Contribution
Contribution of in-term studies to overall grade 13 60
Contribution of final exam to overall grade 1 40
Toplam 14 100
In-Term Studies
  Number Contribution
Assignments 0 0
Presentation 0 0
Midterm Examinations (including preparation) 1 35
Project 0 0
Laboratory 0 0
Other Applications 0 0
Quiz 0 0
Term Paper/ Project 0 0
Portfolio Study 12 25
Reports 0 0
Learning Diary 0 0
Thesis/ Project 0 0
Seminar 0 0
Other 0 0
Toplam 13 60
Relation of Proficiency
No Program Learning Outcomes Contribution
1 2 3 4 5
1 The acquisition of high-level knowledge of the functions of production management and marketing, management, accounting and finance; the skill of using this knowledge. X
2 The acquisition of basic conceptual knowledge about scientific fields related to professional life, such as law, economics, sociology, psychology, social psychology and quantitative methods. X
3 The ability to work effectively in a team; the ability to pass on knowledge to other members of the team. X
4 The competence to use his/her knowledge on the field, to analyze and interpret the data obtained, to identify the problems encountered, to provide appropriate solutions and scientifically defend these solution suggestions when necessary. X
5 The competence to determine the aims and objectives of the company or institution in which he/she is employed by taking into account the needs, the competitive dynamics of the market and by calculating the risks incurred; the ability to engage in entrepreneurship and establish and manage a business. X
6 Awareness of constantly updating his/her professional knowledge and skills; the ability to adapt to change and innovation; the competence to evaluate critically the information he/she has acquired. X
7 Basic knowledge of information and communication technologies required for professional life; the ability to use core office programs at an advanced level; expertise in data processing and report writing in the IT environment. X
8 Ability to follow current information in his/her field in both English and French and to communicate in writing and verbally with stakeholders in both languages. X
9 The ability to conduct researches and studies taking into account the market, dynamics of competition, organizational and global factors and scientific methods; contribute to projects, take responsibility in projects, display competence to make innovative and effective decisions. X
10 Ability to develop strategies, find creative solutions to management problems by building relations with other areas of the social sciences and take the responsibility of these decisions. X
11 Consciousness of taking into account ethical values, when making decisions and being involved in business life. X
12 Awareness of the impact of practices related to his/her field on the global and social dimensions (universality of social rights, social justice, cultural values, environmental problems, sustainability, etc.) and their legal consequences. X
ECTS
Activities Number Period Total Workload
Class Hours 14 3 42
Working Hours out of Class 14 2 28
Assignments 12 1 12
Midterm Examinations (including preparation) 1 12 12
Final Examinations (including preparation) 1 20 20
Total Workload 114
Total Workload / 25 4.56
Credits ECTS 5
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