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Information
| Unit | KOZAN VOCATIONAL SCHOOL |
| Code | BVS142 |
| Name | Capital Markets and Portfolio Management |
| Term | 2025-2026 Academic Year |
| Semester | 2. Semester |
| Duration (T+A) | 2-1 (T-A) (17 Week) |
| ECTS | 4 ECTS |
| National Credit | 2.5 National Credit |
| Teaching Language | Türkçe |
| Level | Belirsiz |
| Type | Normal |
| Label | FE Field Education Courses E Elective |
| Mode of study | Yüz Yüze Öğretim |
| Catalog Information Coordinator | Öğr. Gör. Recep Ragıp ERCANKAL |
| Course Instructor |
The current term course schedule has not been prepared yet.
|
Course Goal / Objective
To ensure that our students are equipped with the necessary knowledge about the general structure and functioning of portfolio management.
Course Content
Basic Concepts Used in Portfolio Management, Investment Instruments, Risk and Return Calculations, Traditional Portfolio Management, Modern Portfolio Management, Index Models, Portfolio
Course Precondition
none
Resources
Turhan Korkmaz, Nurhan Aydın & Güven Sayılgan, “Portfolio Management”, / AÖF Publication No.2852. / Mehmet Baha KARAN, Investment Analysis and Portfolio Management, Gazi Kitabevi. Ankara, 2010.
Notes
Capital Markets and Portfolio Management notes
Course Learning Outcomes
| Order | Course Learning Outcomes |
|---|---|
| LO01 | Learns the institutions related to portfolio management. |
| LO02 | Learns the basic models used in portfolio management. |
| LO03 | Learns the stages of portfolio creation. |
| LO04 | Calculates portfolio return. |
| LO05 | Evaluate portfolio performance. |
Relation with Program Learning Outcome
| Order | Type | Program Learning Outcomes | Level |
|---|---|---|---|
| PLO01 | Bilgi - Kuramsal, Olgusal | Students have current theoretical knowledge in basic level related to Banking and Insurance. | 4 |
| PLO02 | Bilgi - Kuramsal, Olgusal | Students have current practical knowledge at basic level related to Banking and Insurance. | 4 |
| PLO03 | Bilgi - Kuramsal, Olgusal | Students are able to use the basic level theoretical and practical knowledge in the field of Banking and Insurance in a field of advanced education or at the same level. | 4 |
| PLO04 | Bilgi - Kuramsal, Olgusal | Defines the basic knowledge and skills related to the banking and insurance profession. | 4 |
| PLO05 | Yetkinlikler - Bağımsız Çalışabilme ve Sorumluluk Alabilme Yetkinliği | Works independently and defines responsibilities on basic level issues related to the banking and insurance profession. | 4 |
| PLO06 | Yetkinlikler - Bağımsız Çalışabilme ve Sorumluluk Alabilme Yetkinliği | Demonstrates responsibility as a team member to solve complex and unforeseen problems encountered in applications related to the banking and insurance profession. | 5 |
| PLO07 | Yetkinlikler - İletişim ve Sosyal Yetkinlik | Organizes activities for the development of employees under her responsibility within the framework of a project. | |
| PLO08 | Yetkinlikler - Öğrenme Yetkinliği | Sorts their own knowledge and skill level critically, identifies their learning needs. | |
| PLO09 | Yetkinlikler - Alana Özgü Yetkinlik | Raises professional development to a higher level. | |
| PLO10 | Yetkinlikler - Bağımsız Çalışabilme ve Sorumluluk Alabilme Yetkinliği | Students have the awareness of lifelong learning. | |
| PLO11 | Yetkinlikler - İletişim ve Sosyal Yetkinlik | Expresses his/her thoughts through written and verbal communication at the level of basic knowledge and skills on banking and insurance profession. | |
| PLO12 | Yetkinlikler - İletişim ve Sosyal Yetkinlik | Know a foreign language at basic level, follow the information related to the profession and communicate with colleagues in a foreign language. | |
| PLO13 | Beceriler - Bilişsel, Uygulamalı | Understands computer operating systems, office applications, information and communication technologies. | |
| PLO14 | Yetkinlikler - Alana Özgü Yetkinlik | It has social, scientific, cultural and ethical values in the stages of collecting, implementing and announcing the data related to the field. | |
| PLO15 | Yetkinlikler - İletişim ve Sosyal Yetkinlik | The history of our republic, basic values, the universality of social rights, social justice, quality and cultural values, environmental protection, occupational health and safety has sufficient consciousness. |
Week Plan
| Week | Topic | Preparation | Methods |
|---|---|---|---|
| 1 | Introduction to Portfolio Management | Narrative | Öğretim Yöntemleri: Anlatım, Soru-Cevap, Tartışma |
| 2 | Basic Concepts Used in Portfolio Management. | Narrative | Öğretim Yöntemleri: Anlatım, Soru-Cevap, Tartışma |
| 3 | Investment Instruments Used in Portfolio Management. | Narrative | Öğretim Yöntemleri: Anlatım, Soru-Cevap, Tartışma |
| 4 | Risk and Return Calculations in Portfolio Management. | Narrative | Öğretim Yöntemleri: Anlatım, Soru-Cevap, Alıştırma ve Uygulama |
| 5 | Risk and Return Calculations in Portfolio Management - PRACTICE. | Narrative | Öğretim Yöntemleri: Anlatım, Soru-Cevap, Alıştırma ve Uygulama |
| 6 | Traditional Portfolio Management. | Narrative | Öğretim Yöntemleri: Anlatım, Soru-Cevap, Alıştırma ve Uygulama |
| 7 | Traditional Portfolio Management -APPLICATION. | Narrative | Öğretim Yöntemleri: Anlatım, Soru-Cevap, Alıştırma ve Uygulama |
| 8 | Mid-Term Exam | Ölçme Yöntemleri: Ödev |
|
| 9 | Modern Portfolio Management. | Narrative | Öğretim Yöntemleri: Anlatım, Soru-Cevap |
| 10 | Modern Portfolio Management - PRACTICE. | Narrative | Öğretim Yöntemleri: Anlatım, Tartışma, Alıştırma ve Uygulama |
| 11 | Index models. | Narrative | Öğretim Yöntemleri: Anlatım, Tartışma, Alıştırma ve Uygulama |
| 12 | Using Fundamental and Technical Analysis in Portfolio Construction. | Narrative | Öğretim Yöntemleri: Anlatım, Soru-Cevap, Alıştırma ve Uygulama |
| 13 | Portfolio Management Strategies. | Narrative | Öğretim Yöntemleri: Anlatım, Soru-Cevap, Tartışma |
| 14 | Measuring Portfolio Performance | Narrative | Öğretim Yöntemleri: Soru-Cevap, Anlatım, Alıştırma ve Uygulama |
| 15 | Final Exam Review | Narrative | Öğretim Yöntemleri: Anlatım, Soru-Cevap |
| 16 | Term Exams | Ölçme Yöntemleri: Yazılı Sınav |
|
| 17 | Term Exams | Ölçme Yöntemleri: Yazılı Sınav |
Student Workload - ECTS
| Works | Number | Time (Hour) | Workload (Hour) |
|---|---|---|---|
| Course Related Works | |||
| Class Time (Exam weeks are excluded) | 14 | 3 | 42 |
| Out of Class Study (Preliminary Work, Practice) | 14 | 3 | 42 |
| Assesment Related Works | |||
| Homeworks, Projects, Others | 1 | 2 | 2 |
| Mid-term Exams (Written, Oral, etc.) | 1 | 7 | 7 |
| Final Exam | 1 | 18 | 18 |
| Total Workload (Hour) | 111 | ||
| Total Workload / 25 (h) | 4,44 | ||
| ECTS | 4 ECTS | ||