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Description of Individual Course Units

Course Unit Code Course Unit Title Type Of Course D U L ECTS IKT 4018 VALUATION ANALYSIS AND PORTFOLIO MANAGMENT ELECTIVE 3 0 0 4

Offered By

Economics

Level of Course Unit

First Cycle Programmes (Bachelor's Degree)

Course Coordinator

PROFESSOR ISMAIL MAZGIT

Offered to

Economics Economics

Course Objective

The aim of the course is to explain the valuation of securities for investment decisions granting to capital market instruments and to explain how to create and manage securities portfolios.

Learning Outcomes of the Course Unit

1   To be able to escribe the differences between financial investment and real investment decisions. 2   To be able to recognize the time value of money and to explain the present value, future value calculations 3   To be able to decide to purchase bonds depending on market conditions. 4   To be able to decide stock investments by using different analysis techniques. 5   To be able to correlate with the risk and expected return. 6   To be able to assess the importance of the investment securities with a portfolio which is formed a group of securities rather than a particular asset. 7   To be able to develop a portfolio of securities.

Mode of Delivery

Face -to- Face

Prerequisites and Co-requisites

None

Recomended Optional Programme Components

None

Course Contents

Week Subject Description 1 Financial investment process and micro approaches 2 Mathematics in Finance (simple and compound interest, the internal and external discounts accounts) 3 Mathematics in Finance (future value, present value, annuity, perpetuite accounts) 4 Real value calculations of Bond - I (export day and the coupon calculation) 5 Real value calculations of Bond - II (interm calculations) 6 Valuation of stocks - I (dividend discounting models) 7 Valuation of stocks II (discounted cash flow models) 8 Midterm exam 9 Midterm exam 10 Valuation of stocks III (market multiples models) 11 Financial asset pricing model, the arbitrage pricing model 12 Foundations of traditional and modern portfolio theory 13 Return and risk calculations on the basis of securities 14 Calculations return and risk in terms of portfolio, portfolio creation, revision,and portfolio optimization

Recomended or Required Reading

Hünkar IVGEN, Şirket Değerleme Gültekin KARAŞIN, Sermaye Piyasası Analizleri Mehmet Baha KARAN, Yatırım Analizi ve Portföy Yönetimi Mehmet BOLAK, Sermaye Piyasası Menkul Kıymetler ve Portföy Analizi Ali CEYLAN, Uygulamaları Portföy Yönetimi

Planned Learning Activities and Teaching Methods

The issues addressed in the lesson plan mention within the framework of the classic lecture. Application examples, updated information are provided and sample questions are encouraged to be solved by the students.

Assessment Methods

SORTING NUMBER SHORT CODE LONG CODE FORMULA 1 STT TERM WORK (SEMESTER) 2 MTE MIDTERM EXAM 3 MTEG MIDTERM GRADE STT * 0.40 + MTE * 0.60 4 FIN FINAL EXAM 5 FCG FINAL COURSE GRADE MTEG * 0.40 + FIN * 0.60

Further Notes About Assessment Methods

None

Assessment Criteria

To be announced.

Language of Instruction

Turkish

Course Policies and Rules

To be announced.

Contact Details for the Lecturer(s)

To be announced.

Office Hours

To be announced.

Work Placement(s)

None

Workload Calculation

Activities Number Time (hours) Total Work Load (hours) Lectures 12 3 36 Preparations before/after weekly lectures 12 4 48 Preparation for midterm exam 1 6 6 Preparation for final exam 1 8 8 Preparing assignments 1 10 10 Final 1 1 1 Midterm 1 1 1 TOTAL WORKLOAD (hours) 110

Contribution of Learning Outcomes to Programme Outcomes

PO/LO PO.1 PO.2 PO.3 PO.4 PO.5 PO.6 PO.7 PO.8 PO.9 LO.1 1 1 1 LO.2 1 1 1 1 1 LO.3 1 1 1 1 LO.4 1 1 1 LO.5 1 1 1 1 LO.6 1 1 1 LO.7 1 1 1