| FINANCIAL TECHNOLOGY (ENGLISH, NONTHESIS) | |||||
| Master | TR-NQF-HE: Level 7 | QF-EHEA: Second Cycle | EQF-LLL: Level 7 | ||
| Course Code | Course Name | Semester | Theoretical | Practical | Credit | ECTS |
| FIN5229 | Portfolio Management | Spring | 3 | 0 | 3 | 9 |
| This catalog is for information purposes. Course status is determined by the relevant department at the beginning of semester. |
| Language of instruction: | English |
| Type of course: | Departmental Elective |
| Course Level: | |
| Mode of Delivery: | Face to face |
| Course Coordinator : | Instructor MARKUS CHRISTIAN SLEVOGT |
| Recommended Optional Program Components: | None |
| Course Objectives: | This course focuses on the investment decision making from the perspective of the portfolio manager. Topics covered include the process of creating, maintaining, and evaluating the performance of professional investment portfolios. |
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The students who have succeeded in this course; Students succesfully finishing this course will be able to; - understand the investment and portfolio theory and apply professional decisions. - make a clear market research and analysis. - create, maintain and evaluate the performance of professional investment portfolios. -Portfolio and Investment Theory, Investment Strategy |
| Week | Subject | Related Preparation |
| 1) | Institutional Framework: Turkey, International | |
| 2) | Investments Instruments: Deposits, Bonds | |
| 3) | Investment Instruments: Equity | |
| 4) | Investment Instruments: ETFs/Funds | |
| 5) | Investment Instruments: Derivatives | |
| 6) | Investment Instruments: Alternative Investments | |
| 7) | Money, Portfolio Theory & Allocation: Introduction | |
| 8) | Money, Portfolio Theory & Allocation: Cryptocurrencies | |
| 9) | Money, Portfolio Theory & Allocation: Monetary Theory & Policy | |
| 10) | Money, Portfolio Theory & Allocation: Modern Portfolio Theory (MPT) | |
| 11) | Money, Portfolio Theory & Allocation: Factor-based Approaches | |
| 12) | Money, Portfolio Theory & Allocation: Strategic/Tactical Asset Allocation/Institutionally Managing Money & Wealth | |
| 13) | Measuring Performance | |
| 14) | Exam Preparation |
| Course Notes / Textbooks: | Slide deck available on ItsLearning |
| References: | a) Elton, Edwin J./Gruber, Martin J.: Modern Portfolio Theory and Investment Analysis, John Wiley & Sons, Inc., 9th Edition, New York, et. al., 2014. b) Stanyer, Peter: Guide to Investment Strategy, Profile Books Ltd., London, 3rd Edition, 2014 c) Blood, John: Factor Investing: A Post-Modern Portfolio Theory, Investment Advisor, pp. 41-46. |
| Semester Requirements | Number of Activities | Level of Contribution |
| Attendance | 1 | % 15 |
| Presentation | 1 | % 15 |
| Project | 1 | % 30 |
| Final | 1 | % 40 |
| Total | % 100 | |
| PERCENTAGE OF SEMESTER WORK | % 30 | |
| PERCENTAGE OF FINAL WORK | % 70 | |
| Total | % 100 | |
| Activities | Number of Activities | Workload |
| Course Hours | 14 | 42 |
| Application | 14 | 84 |
| Study Hours Out of Class | 14 | 42 |
| Homework Assignments | 2 | 23 |
| Midterms | 1 | 3 |
| Final | 2 | 6 |
| Total Workload | 200 | |
| No Effect | 1 Lowest | 2 Low | 3 Average | 4 High | 5 Highest |
| Program Outcomes | Level of Contribution |