PAÜ .:. Eğitim Öğretim Bilgi Sistemi

COURSE INFORMATION

Course Code	Course Title	L+P Hour	Semester	ECTS
ISLE 416	PORTFOLIO MANAGEMENT	3 + 0	6th Semester	5

COURSE DESCRIPTION

Course Level	Bachelor's Degree
Course Type	Elective
Course Objective	The objective of the course is to teach security markets and securities, capital asset valuation methods and portfolio management.
Course Content	Portfolio Analysis, mean-variance portfolio theory, efficient frontier, single index model, multi index model, CAPM and APT, portfolio management, active-passive portfolio management are examined.
Prerequisites	No the prerequisite of lesson.
Corequisite	No the corequisite of lesson.
Mode of Delivery	Face to Face

COURSE LEARNING OUTCOMES

1	To be able to know in detail the differences between money markets and capital markets, calculation methods of indices and basic financial derivative instruments.
2	Having knowledge about public offerings, short selling and securities trading in securities markets
3	Be able to calculate the risk and return of a single asset or portfolio
4	To be able to analyze how to create an efficient portfolio and an optimal portfolio
5	Understanding the Financial Asset Pricing Model and Arbitrage Pricing Theory

COURSE'S CONTRIBUTION TO PROGRAM

	PO 01	PO 02	PO 03	PO 04	PO 05	PO 06	PO 07	PO 08	PO 09	PO 10	PO 11
LO 001	2						4	3	4
LO 002	2						4	3	4
LO 003	2						4	3	4
LO 004	2						4	3	4
LO 005	2						4	3	4
Sub Total	10						20	15	20
Contribution	2	0	0	0	0	0	4	3	4	0	0

ECTS ALLOCATED BASED ON STUDENT WORKLOAD BY THE COURSE DESCRIPTION

Activities	Quantity	Duration (Hour)	Total Work Load (Hour)
Course Duration (14 weeks/theoric+practical)	14	3	42
Hours for off-the-classroom study (Pre-study, practice)	14	4	56
Mid-terms	1	15	15
Final examination	1	17	17
Total Work Load ECTS Credit of the Course			130 5

COURSE DETAILS

Select Year

Course Details

Course Code	Course Title	L+P Hour	Course Code	Language Of Instruction	Course Semester
ISLE 416	PORTFOLIO MANAGEMENT	3 + 0	2	Turkish	2022-2023 Spring

Course Coordinator	E-Mail	Phone Number	Course Location	Attendance
Prof. Dr. HAKAN AYGÖREN	haygoren@pau.edu.tr		İİBF C0305	%70

Goals		The objective of the course is to teach security markets and securities, capital asset valuation methods and portfolio management.
Content		Portfolio Analysis, mean-variance portfolio theory, efficient frontier, single index model, multi index model, CAPM and APT, portfolio management, active-passive portfolio management are examined.

Topics

Weeks	Topics
1	Introduction to Financial Management, Financial Objective and Firm Value Concept
2	Time Value of Money
3	Time Value of Money
4	Financial Analysis (Ratio Analysis)
5	Financial Analysis (Profitability Analysis)
6	Financial Analysis (Comparative Analysis, Vertical Analysis, Horizontal Analysis )
7	Financial Analysis (Fund Flow Analysis)
8	Midterm Exam
9	Financial Analysis (Proforma Balance Sheet)
10	Financial Analysis (Cash Budget)
11	Current Asset—Working Capital Management(Cash &Liquidity Management)
12	Current Asset—Working Capital Management (Receivables &Inventory Management)
13	Fixed Asset Management —Capital Budgeting (Project Evaluation Methods)
14	Fixed Asset Management —Capital Budgeting (Project Evaluation Methods)

Materials

Materials are not specified.

Resources

Course Assessment

Assesment Methods	Percentage (%)	Assesment Methods Title
Final Exam	60	Final Exam
Midterm Exam	40	Midterm Exam

L+P: Lecture and Practice
PQ: Program Learning Outcomes
LO: Course Learning Outcomes

Prospective Student