| BUSINESS ADMINISTRATION | |||||
| Bachelor | TR-NQF-HE: Level 6 | QF-EHEA: First Cycle | EQF-LLL: Level 6 | ||
| Course Code | Course Name | Semester | Theoretical | Practical | Credit | ECTS |
| IF4212 | Portfolio Management | Fall | 3 | 0 | 3 | 4 |
| The course opens with the approval of the Department at the beginning of each semester |
| Language of instruction: | En |
| Type of course: | Departmental Elective |
| Course Level: | Bachelor |
| Mode of Delivery: | Face to face |
| Course Coordinator : | Dr. Öğr. Üyesi BAHAR KÖSEOĞLU |
| Course Lecturer(s): |
Instructor MARKUS CHRISTIAN SLEVOGT |
| 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. |
|
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. |
| 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 |
| 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 | ||
| Course Notes: | Derste dağıtılan sunumlar, ders notları / Presentations, lecture notes |
| References: | Investments (Bodie/Kane/Marcus) |
| Semester Requirements | Number of Activities | Level of Contribution |
| Attendance | 0 | % 0 |
| Laboratory | 0 | % 0 |
| Application | 0 | % 0 |
| Field Work | 0 | % 0 |
| Special Course Internship (Work Placement) | 0 | % 0 |
| Quizzes | 0 | % 0 |
| Homework Assignments | 1 | % 25 |
| Presentation | 0 | % 0 |
| Project | 0 | % 0 |
| Seminar | 0 | % 0 |
| Midterms | 1 | % 30 |
| Preliminary Jury | 0 | % 0 |
| Final | 1 | % 45 |
| Paper Submission | 0 | % 0 |
| Jury | 0 | % 0 |
| Bütünleme | % 0 | |
| Total | % 100 | |
| PERCENTAGE OF SEMESTER WORK | % 55 | |
| PERCENTAGE OF FINAL WORK | % 45 | |
| Total | % 100 | |
| Activities | Number of Activities | Duration (Hours) | Workload |
| Course Hours | 14 | 3 | 42 |
| Laboratory | 0 | 0 | 0 |
| Application | 0 | 0 | 0 |
| Special Course Internship (Work Placement) | 0 | 0 | 0 |
| Field Work | 0 | 0 | 0 |
| Study Hours Out of Class | 14 | 2 | 28 |
| Presentations / Seminar | 0 | 0 | 0 |
| Project | 0 | 0 | 0 |
| Homework Assignments | 1 | 20 | 20 |
| Quizzes | 0 | 0 | 0 |
| Preliminary Jury | 0 | 0 | 0 |
| Midterms | 1 | 30 | 30 |
| Paper Submission | 0 | 0 | 0 |
| Jury | 0 | 0 | 0 |
| Final | 1 | 40 | 40 |
| Total Workload | 160 | ||
| No Effect | 1 Lowest | 2 Low | 3 Average | 4 High | 5 Highest |
| Program Outcomes | Level of Contribution | |
| 1) | Being able to identify problems and ask right questions | |
| 2) | Having problem solving skills and developing necessary analytical attitude | |
| 3) | Comprehending theoretical arguments along with counter arguments in detail | |
| 4) | Gaining awareness of lifelong learning and being qualified for pursuing graduate education | |
| 5) | Applying theoretical concepts in project planning | |
| 6) | Communicating efficiently by accepting differences and carrying out compatible teamwork | |
| 7) | Increasing efficiency rate in business environment | |
| 8) | Developing innovative and creative solutions in face of uncertainty | |
| 9) | Researching to gather information for understanding current threats and opportunities in business | |
| 10) | Being aware of the effects of globalization on society and business while deciding | |
| 11) | Possessing digital competence and utilizing necessary technology | |
| 12) | Communicating in at least one foreign language in academic and daily life | |
| 13) | Possessing managing skills and competence | |
| 14) | Deciding with the awareness of the legal and ethical consequences of business operations | |
| 15) | Expressing opinions that are built through critical thinking process in business and academic environment |