PAÜ .:. Eğitim Öğretim Bilgi Sistemi

COURSE INFORMATION

Course Code	Course Title	L+P Hour	Semester	ECTS
IENG 473	PORTFOLIO OPTIMIZATION	3 + 0	7th Semester	5

COURSE DESCRIPTION

Course Level	Bachelor's Degree
Course Type	Elective
Course Objective	Portfolio management includes not only the allocation of investments through separate asset classes but also do an effective risk management, portfolio diversification, planning for long-term through strategically asset allocation and short-term through some tactical asset allocation. The aim of this course is to provide an extensive knowledge about investment concepts to the student by explaining the investment basics and key factors for investment decisions, by analyzing the available products in Turkey and in the world, by analyzing the risk-return characteristics of traditional and alternative products. The course will provide information about portfolio theory. The theory is also supported through real examples from Turkey and the world. The student will do the valuation of equities and fixed income instruments. Finally the target of this course is to improve the vision of students about investments, products and strategies in a challenging and volatile market environment.
Course Content	Investment Basics and Investment, Portfolio Management, Portfolio Management Strategies, performance measurement and Risk Management.
Prerequisites	No the prerequisite of lesson.
Corequisite	No the corequisite of lesson.
Mode of Delivery	Face to Face

COURSE LEARNING OUTCOMES

1	Analyses risk management in portfolio management
2	Analyses alternative products
3	Does valuation of equities and fixed income instruments
4	Understands portfolio management theories and portfolio management process"
5	Understands investment basics and analyses investment decisions.

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	PO 12	PO 13
LO 001	1	2	2	2	2	3	3	3	3	3	4	3	2
LO 002	2	3	3	3	3	2	2	2	3	4	4	3	3
LO 003	3	3	3	3	3	4	4	3	3	3	2	2	2
LO 004	2	2	2	2	2	3	3	3	2	3	3	3	3
LO 005	3	3	3	3	2	2	2	3	3	3	2	2	2
Sub Total	11	13	13	13	12	14	14	14	14	16	15	13	12
Contribution	2	3	3	3	2	3	3	3	3	3	3	3	2

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
Assignments	4	6	24
Mid-terms	1	10	10
Final examination	1	14	14
Presentation / Seminar Preparation	1	14	14
Report / Project	1	26	26
Total Work Load ECTS Credit of the Course			130 5

COURSE DETAILS

Select Year

	Course Term	No	Instructors
Details	2023-2024 Fall	1	HASAN AKYER

Course Details

Course Code	Course Title	L+P Hour	Course Code	Language Of Instruction	Course Semester
IENG 473	PORTFOLIO OPTIMIZATION	3 + 0	1	Turkish	2023-2024 Fall

Course Coordinator	E-Mail	Phone Number	Course Location	Attendance
Asts. Prof. Dr. HASAN AKYER	hakyer@pau.edu.tr		MUH A0425	%70

Goals		Portfolio management includes not only the allocation of investments through separate asset classes but also do an effective risk management, portfolio diversification, planning for long-term through strategically asset allocation and short-term through some tactical asset allocation. The aim of this course is to provide an extensive knowledge about investment concepts to the student by explaining the investment basics and key factors for investment decisions, by analyzing the available products in Turkey and in the world, by analyzing the risk-return characteristics of traditional and alternative products. The course will provide information about portfolio theory. The theory is also supported through real examples from Turkey and the world. The student will do the valuation of equities and fixed income instruments. Finally the target of this course is to improve the vision of students about investments, products and strategies in a challenging and volatile market environment.
Content		Investment Basics and Investment, Portfolio Management, Portfolio Management Strategies, performance measurement and Risk Management.

Topics

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