Investment Analysis & Portfolio Management

Course Code: 
BBA 349
Course Type: 
Area Elective
P: 
3
Application: 
0
Credits: 
3
ECTS: 
6
Prerequisite Courses: 
Course Language: 
İngilizce
Course Objectives: 
This course intends to provide detailed knowledge about the structure, organization, and operations of capital markets.
Course Content: 

The course is organized in a logical sequence beginning with a description of the investment environment, which includes the concepts of return and risk. We examine common stocks, fixed income securities, and other investment vehicles considering their valuation procedures. Models used in portfolio management, and performance measurement & evaluation methods will be the last chapters of the course.

Course Methodology: 
1: Lecture, 2: Question-Answer, 3: Discussion
Course Evaluation Methods: 
A: Testing, B: Homework, C: Performance

Vertical Tabs

Course Learning Outcomes

Learning Outcomes

Program Outcomes

Teaching Methods

Assessment Methods

Measuring and evaluating portfolio performance

1, 9

1,2,3

A,B, C

Valuation of bond inverstment

1, 2, 9

1,2,3

A, B, C

Valuation of stock investment

1, 2, 9

1,2,3

A,B, C

Calculating and managing risk and return

1, 2, 9

1,2,3

A, B, C

Measuring and evaluating portfolio performance

1, 9

1,2,3

A,B, C

Valuation of bond inverstment

1, 9

1,2,3

A, B, C

 
 

Course Flow

Week

Topics

Study Materials

1

The Role & Scope of Investments (Investment Terminology, Types of Investments)

Related chapters

2

Investment Process (Flow of Funds in the Economy, Personal Investment Process, Inv. Vehicles)

Related chapters

3

Financial Markets & Transactions

Related chapters

4

Major Stock Exchanges and Their Operations(Listing Policies, Types of Orders, Major Market Indexes)

Related chapters

5

Measuring Investment Risk & Return

Related chapters

6

Economy - Industry - Company Analysis

Related chapters

7

Common Stock Investments

Related chapters

8

MIDTERM EXAM

Related chapters

9

Valuation of Common Stocks (Technical Analysis)

Related chapters

10

Bond investments (Bond Yield & Risk)

Related chapters

11

Bond Valuation

Related chapters

12

Portfolio Analysis

Related chapters

13

Portfolio Managing Institutions (Mutual Funds, Investment Companies etc.)

Related chapters

14

Portfolio Performance Measurement & Evaluation

Related chapters

15

Review

Related chapters

16

FINAL EXAM

Related chapters

 
 

Recommended Sources

Textbook

Lawrence J. Gitman, Michael D.Joehnk; Fundamentals of Investing, 10th Ed., Pearson, 2008

Additional Resources

 

 
 

Material Sharing

Documents

 

Assignments

 

Exams

 

 
 

Assessment

IN-TERM STUDIES

NUMBER

PERCENTAGE

Mid-term

1

50

Participation & Attendance

1

20

Assignment

1

30

Total

 

100

CONTRIBUTION OF FINAL EXAMINATION TO OVERALL GRADE

 

40

CONTRIBUTION OF IN-TERM STUDIES TO OVERALL GRADE

 

60

Total

 

100

 

 

COURSE CATEGORY

Expertise/Field Courses

 
 

Course’s Contribution to Program

No

Program Learning Outcomes

Contribution

1

2

3

4

5

1

Students should demonstrate their knowledge of the essential body of knowledge in business management (functions of management: organization theory: policy and strategy: information, technology and operations management; human capital management; accounting; finance; marketing; economics; and an integrated perspective).

 

 

X

 

 

2

Students should demonstrate their ability to construct strategy, make organizational decisions and define the required processes to execute these decisions by utilizing the concept and knowledge in business management and by considering cultural and ethical values.

 

 

X

 

 

3

Students should demonstrate the ability to understand the dynamics of global business environment; follow the changes and improvements and understanding the importance of flexibility and creativity in the changing global business world

 

 

X

 

 

4

Students should demonstrate their comprehension of basic economics, law and social sciences which shape the global business environment and their ability to make decisions via these knowledge.

 

 

X

 

 

5

Students should demonstrate their ability to communicate effectively and work in harmony with members from different disciplines.

 

 

X

 

 

6

Students should be able to effectively communicate in writing or orally in global business environment.

 

X

 

 

 

7

Students should be able to appreciate and recognize contributions of individuals from diverse cultures, and should be able to effectively communicate, positively contribute and work as a team member.

 

 

X

 

 

8

Students should be able to use common information and communication technologies employed in business management.

 

X

 

 

 

9

Students should be able to define problems related with business processes, gather data, choose the required methods to analyze the data, evaluate the results and identify the necessary practices and communicate their ideas effectively.

 

 

 

 

X

10

Students should be able to demonstrate their ability to make contributions in business team or project groups, take responsibility and take the leadership role.

 

 

X

 

 

11

Students should demonstrate their understanding of business ethics and social responsibility concepts and motivation to take active role in these subjects.

 

 

X

 

 

12

Students should have required English proficiency to follow the current events and improvements in their professional area and to communicate their ideas in international business arena.

 

 

X

 

 

13

Students should understand the importance of lifelong learning to maintain personal and professional development.

 

 

X

 

 

14

Students should demonstrate that they have the discipline and responsibility to conduct and independent study, project, research.

 

 

X

 

 

 
 

ECTS

Activities

Quantity

Duration
(Hour)

Total
Workload
(Hour)

Course Duration (Including the exam week: 16x Total course hours)

16

3

48

Hours for off-the-classroom study (Pre-study, practice)

16

3

48

Mid-terms

1

10

10

Projects

1

8

8

Final examination

1

15

15

Total Work Load

 

 

129

Total Work Load / 25 (h)

 

 

5.16

ECTS Credit of the Course

 

 

5