BAHÇEŞEHİR UNIVERSITY BİLGİ PAKETİ / DERS KATALOĞU
| ECONOMICS AND FINANCE | |||||
| Bachelor | TR-NQF-HE: Level 6 | QF-EHEA: First Cycle | EQF-LLL: Level 6 | ||
Course Introduction and Application Information
| Course Code | Course Name | Semester | Theoretical | Practical | Credit | ECTS |
| IF4212 | Portfolio Management | Spring | 3 | 0 | 3 | 6 |
| This catalog is for information purposes. Course status is determined by the relevant department at the beginning of semester. |
Basic information
| Language of instruction: | English |
| Type of course: | Departmental Elective |
| Course Level: | Bachelor’s Degree (First Cycle) |
| Mode of Delivery: | Face to face |
| Course Coordinator : | Dr. Öğr. Üyesi BAHAR KÖSEOĞLU |
| Course Lecturer(s): |
Instructor MARKUS CHRISTIAN SLEVOGT |
| Recommended Optional Program Components: | None |
| Course Objectives: | The objective is to make the participants be able to manage their own personal finance, assess the risk/return analyses of various investment tools in money and capital markets, be able to make risk/return analyses of different products and make investment decisions on their own funds. To help them understand the dynamics of the investment products, trading and quotation strategies, local and global market effects and the investor’s behavior. |
Learning Outcomes
|
The students who have succeeded in this course; I. Understand the key factors of investment concept and main asset classes. II. Define the major participants in money/capital markets and their reaction with each other. III. Understand the risks associated with different assets classes and market rules. IV. Traditional Asset Classes like debt securities, mutual funds, stocks etc and their issuance. V. Understand the Fundamentals of Derivative Securities and their types VI. Understand the product features of newly developed investment products like MLD, DCD, Structured Notes, Warrants etc. VII. Be able to trade in all kinds of investment tools by simulations. VIII. Understand general concept of alternative investments like hedge funds or derivative credit swaps IX. Be able to analyze and assess the investors behavioral and market effects. |
Course Content
| 1st w: Money and Investment – An Introduction 2nd w: Money Markets /Capital Markets 3rd w: Traditional Asset Classes – Risk/Return Characteristics 4th w: Fixed Income Securities : Bonds/Notes 5th w: Fixed Income Securities : Eurobonds/Global Bonds 6th w: Derivative Securities and Types 7th w: Options & Leverage 8th w: Main structure of Dual Currency Accounts/ Premium Accounts 9th w: Market Linked Deposits 10th w: Structured Notes 11th w: Structured Funds 12th w: Warrants 13th w: Alternative Investments: Hedge Funds and Securitization Tools 14th w: Review |
Weekly Detailed Course Contents
| Week | Subject | Related Preparation |
| 1) | Money and Investment – An Introduction | Investment examples |
| 2) | Money Markets /Capital Markets | |
| 3) | Traditional Asset Classes – Risk/Return Characteristics | |
| 4) | Fixed Income Securities | Simulation tool, auction search |
| 5) | Fixed Income Securities | Simulation Tools |
| 6) | Introduction to Derivatives and Types | |
| 7) | Options and Leverage | |
| 8) | Dual Currency Accounts, Premium Accounts (DCD) | Different market examples and the pricing |
| 9) | Market Linked Deposits | Different examples from the market |
| 10) | Structured Notes | Case Study Documents |
| 11) | Capital Protected Structured Funds | Dfferent examples from the markets |
| 12) | Warrants | Simulation Tools |
| 13) | Alternative Investments: Hedge Funds and Securitization Tools | Vaka Çalışması |
| 14) | Review of the semester |
Sources
| Course Notes / Textbooks: | Derste dağıtılan sunumlar, ders notları / Presentations, lecture notes |
| References: | Investments (Bodie/Kane/Marcus) |
Evaluation System
| Semester Requirements | Number of Activities | Level of Contribution |
| Homework Assignments | 1 | % 25 |
| Midterms | 1 | % 30 |
| Final | 1 | % 45 |
| Total | % 100 | |
| PERCENTAGE OF SEMESTER WORK | % 55 | |
| PERCENTAGE OF FINAL WORK | % 45 | |
| Total | % 100 | |
ECTS / Workload Table
| Activities | Number of Activities | Duration (Hours) | Workload |
| Course Hours | 14 | 3 | 42 |
| Study Hours Out of Class | 14 | 2 | 28 |
| Homework Assignments | 1 | 20 | 20 |
| Midterms | 1 | 30 | 30 |
| Final | 1 | 40 | 40 |
| Total Workload | 160 | ||
Contribution of Learning Outcomes to Programme Outcomes
| No Effect | 1 Lowest | 2 Low | 3 Average | 4 High | 5 Highest |
| Program Outcomes | Level of Contribution | |
| 1) | Build up a body of knowledge in mathematics and statistics, to use them, to understand how the mechanism of economy –both at micro and macro levels – works. | 3 |
| 2) | Understand the common as well as distinctive characters of the markets, industries, market regulations and policies. | 4 |
| 3) | Develop an awareness of different approaches to the economic events and why and how those approaches have been formed through the Economic History and understand the differences among those approaches by noticing at what extent they could explain the economic events. | 2 |
| 4) | Analyze the interventions of politics to the economics and vice versa. | 4 |
| 5) | Apply the economic analysis to everyday economic problems and evaluate the policy proposals for those problems by comparing opposite approaches. | 3 |
| 6) | Understand current and new economic events and how the new approaches to the economics are formed and evaluating. | 4 |
| 7) | Develop the communicative skills in order to explain the specific economic issues/events written, spoken and graphical form. | 5 |
| 8) | Know how to formulate the economics problems and issues and define the solutions in a well-formed written form, which includes the hypothesis, literature, methodology and results / empirical evidence. | 4 |
| 9) | Demonstrate the quantitative and qualitative capabilities and provide evidence for the hypotheses and economic arguments. | 3 |
| 10) | Understand the information and changes related to the economy by using a foreign language and communicate with colleagues. | 2 |