COURSE INFORMATON
Course Title Code Semester L+P Hour Credits ECTS
Portfolio Management * BAC   418 8 3 3 4

Prerequisites and co-requisites
Recommended Optional Programme Components None

Language of Instruction Turkish
Course Level First Cycle Programmes (Bachelor's Degree)
Course Type
Course Coordinator Asst.Prof.Dr. Emel YÜCEL
Instructors
Prof. Dr.SERKAN YILMAZ KANDIR1. Öğretim Grup:A
 
Assistants
Goals
The main objective of this course is to introduce financial instruments, as well as teaching about creating a portfolio in order to help to become a portfolio manager in the future.
Content
The concept of portfolio, portfolio theory and the statistical infrastructure on the subject

Learning Outcomes
-


Course's Contribution To Program
NoProgram Learning OutcomesContribution
12345
1
List and define the concepts of business management, and explain their relations to each other
X
2
List and define the fundamental conceptual models, numerical and statistical techniques of business administartion and identify their advantages and disadvantages.
X
3
List and define the relationship between the basic concepts of economy and business management ; indicate the strong and weak sides of each method.
X
4
Explain how to create the fundamental conceptual models and how to apply numerical and statistical techniques that are used in business administration.
X
5
Explain how to interpret the results gathered through the application and/or implementation of conceptual models and/or numerical and statistical methods of business management.
X
6
Determine appropriate methods to solve business problems
X
7
Evaluate the results that are obtained from applications of business management methods
X
8
Use the basic numerical and statistical softwares
X
9
Use the basic enterprise resource planning (ERP) softwares
X
10
Take initiative individually or/and as a member of a team, lead and work effectively
X
11
As well as professional development, improve him-/herself continuously in scientific, social, cultural and artistic fields according to his/her interests and abilities, identifying needs of learning.
X
12
Follow latest developments in the field, and sustain personal and professional development with the awareness of the necessity of life long learning
X
13
Use different resources in accordance with academic principles, synthesize the data gathered, and present them effectively in an unfamiliar field.
X
14
Use Turkish and at least one foreign language in accordance with the requirements in academic and business context
X
15
Perceive and interpret the feelings, ideas and behaviours of people appropriately, and express himself/herself accurately in written or oral format
X
16
Question traditional approaches, methods and implementations; develop and implement alternative methods when required
X
17
Recognize and apply social, scientific and professional ethical values.
X
18
Determine the most appropriate approaches, implementations and methods of business management considering sectors, their sizes, resources, cultures, goals and objectives
X
19
Monitor external factors such as industrial structures, competition, technologies, economics, politics, cultures that affects the activities of businesses and interpret their impact on businesses
X

Course Content
WeekTopicsStudy Materials _ocw_rs_drs_yontem
1 Understanding the concept of portfolio management Reading the relevant chapter of Investments Analyisis and Portfolio Management book
2 Learning about the statistical infrastructure Reading the relevant chapter of Investments Analyisis and Portfolio Management book
3 Learning about the tradational Markowitz portfolio theory Reading the relevant chapter of Investments Analyisis and Portfolio Management book
4 Calculating the expected return and the risk of a single asset and a portfolio Reading the relevant chapter of Investments Analyisis and Portfolio Management book
5 Defining the concepts like optimum portfolio, utility and effective border Reading the relevant chapter of Investments Analyisis and Portfolio Management book
6 Introduction of the CAPM Reading the relevant chapter of Investments Analyisis and Portfolio Management book
7 Valuation by CAPM Reading the relevant chapter of Investments Analyisis and Portfolio Management book
8 Mid-Term Exam Preperation for the exam
9 Learning about Single Index Models Reading the relevant chapter of Investments Analyisis and Portfolio Management book
10 Learning about Arbitrage Theory and Multiple Indeks Models Reading the relevant chapter of Investments Analyisis and Portfolio Management boo
11 Evaluating the performance of a portfolio by using Treynori Sharpe and Jensen Methods Reading the relevant chapter of Investments Analyisis and Portfolio Management book
12 Active and Passive Portfolio Management Reading the relevant chapter of Investments Analyisis and Portfolio Management book
13 International Diversification Reading the relevant chapter of Investments Analyisis and Portfolio Management book
14 Portfolio presentations Portfolio presentations
15 Final exam Preperation for the exam
16-17 Term Exams Preperation for the exam

Recommended or Required Reading
Textbook
Additional Resources