Iğdır University Lifelong Learning Programme

Description of Individual Course Units

Course Unit Code	Course Unit Title	Type of Course Unit	Year of Study	Semester	Number of ECTS Credits
150400308115	CAPITAL MARKET ANALYSIS AND PORTFOLIO MANAGEMENT	Elective	4	8	4

Level of Course Unit

First Cycle

Objectives of the Course

The aim of the course is to teach how to invest in financial markets, with the basic concepts, tools and principles and aims to develop students' skills in investment and portfolio construction.

Name of Lecturer(s)

Dr. Öğr. Üyesi Duygu ARSLANTÜRK ÇÖLLÜ

Learning Outcomes

1	To be able to calculate price, return and risk for a single asset
2	To be able to create a portfolio and determine the most appropriate investment choice
3	Will be able to analyze how to produce effective portfolio and optimal portfolio
4	To be able to calculate correlation, covariance, variance and beta and alpha coefficient

Mode of Delivery

Daytime Class

Prerequisites and co-requisities

None

Recommended Optional Programme Components

None

Course Contents

Course contents are investment environment and market players, stock exchanges, portfolio risk and return, the active portfolio selection, capital asset pricing model, arbitrage pricing theory.

Weekly Detailed Course Contents

Week	Theoretical	Practice	Laboratory
1	Investment (Real assets / financial assets), what is it? Financial markets and economy. Market players. Recent Developments
2	Types of assets and financial instruments. Bond market. Securities market. Securities and bond indices. Derivatives markets
3	Types of assets and financial instruments. Bond market. Securities market. Securities and bond indices. Derivatives markets
4	Securities markets. IPO process. American Stock Exchanges. Types of orders. Short sales
5	Securities markets. IPO process. American Stock Exchanges. Types of orders. Short sales
6	Risk and Return. Concepts of Risk and Return in financial assets. Risk and Return Analysis. Risk premium. Asset diversification. Interest rates
7	Risk and Return. Concepts of Risk and Return in financial assets. Risk and Return Analysis. Risk premium. Asset diversification. Interest rates
8	Midterm
9	Effective asset diversification: a) Create a Portfolio b) Portfolio risk c) the creation of an optimal portfolio
10	Effective asset diversification: a) Create a Portfolio b) Portfolio risk c) the creation of an optimal portfolio
11	Capital Asset Pricing Model and the Arbitrage Pricing Theory
12	Capital Asset Pricing Model and the Arbitrage Pricing Theory
13	Solution of sample questions in accordance with the subjects
14	Final Exam

Recommended or Required Reading

Mehmet Baha Karan (2011), Investment Analysis and Portfolio Management, Gazi Bookstore Zvi Bodie, Alex Kane, Alan J. Marcus, “Essentials of Investments”, McGrawHill – 8. Basım, Eighth Edition, 2 22

Planned Learning Activities and Teaching Methods

Assessment Methods and Criteria

Term (or Year) Learning Activities	Quantity	Weight
Midterm Examination	1	100
SUM		100
End Of Term (or Year) Learning Activities	Quantity	Weight
Final Examination	1	100
SUM		100
Term (or Year) Learning Activities		40
End Of Term (or Year) Learning Activities		60
SUM		100

Language of Instruction

Turkish

Work Placement(s)

None

Workload Calculation

Activities	Number	Time (hours)	Total Work Load (hours)
Midterm Examination	1	1	1
Final Examination	1	1	1
Attending Lectures	12	3	36
Question-Answer	10	1	10
Individual Study for Mid term Examination	5	4	20
Individual Study for Final Examination	5	10	50
TOTAL WORKLOAD (hours)			118

Contribution of Learning Outcomes to Programme Outcomes

	PO 1	PO 2	PO 3	PO 4	PO 5	PO 6	PO 7	PO 8	PO 9	PO 10	PO 11	PO 12	PO 13	PO 14
LO1	5	3	3	2	3	2	3	2	2	2	2	2	3	4
LO2	5	3	3	2	3	2	3	2	2	2	2	2	3	4
LO3	5	3	3	2	4	2	3	2	2	2	2	2	3	4
LO4	5	3	3	2	4	2	4	2	2	2	2	2	3	4

* Contribution Level : 1 Very low 2 Low 3 Medium 4 High 5 Very High