Description of Individual Course Units
Course Unit CodeCourse Unit TitleType of Course UnitYear of StudySemesterNumber of ECTS Credits
1302008592014INVESTMENT MANAGEMENTElective475
Level of Course Unit
First Cycle
Objectives of the Course
• To define the investment environment and basic concepts about financial markets. • To explain portfolio theory, security analysis and evaluation of portfolio performance
Name of Lecturer(s)
Assoc.Prof.Dr.Dilek DEMİRHAN
Learning Outcomes
1To be able to understand the investment environment and basic conceptes about financial markets
2To learn basic concepts and techniques and methods about portfolio management, evaluation of portfolio performance and security analysis, and to be able to use them
3To be able to use theoretical and practical knowledge gained about investment management
Mode of Delivery
Face to Face
Prerequisites and co-requisities
None
Recommended Optional Programme Components
None
Course Contents
This course aims to define the investment environment and basic concepts about financial markets. In this context elements of investments, portfolio theory, fixed-income securities, security analysis, derivative assets and active investment management will be explained.
Weekly Detailed Course Contents
WeekTheoreticalPracticeLaboratory
1Investments: Background and Issues
2Financial Markets and Instruments
3Investors and the Investmet Process
4Risk and Return
5Efficient Diversification
6CAPM and Arbitrage Pricing Theory
7The Efficient Market Hypothesis
8 Midterm
9Fixed Income Securities: Bond Prices and Yields
10Security Analysis: Macroeconomic and Industry Analysis
11Security Analysis: Equity Valuation
12Security Analysis: Technical Analysis
13Derivative Assets: Options
14Derivative Assets: Futures
15Active Investment Management: Performance Evaluation
16Final Exam
Recommended or Required Reading
Bodie, Z., Kane, A. and Marcus, A.J. (2009), “Investments”, Eight Edition, McGraw-Hill
Planned Learning Activities and Teaching Methods
Assessment Methods and Criteria
Term (or Year) Learning ActivitiesQuantityWeight
SUM0
End Of Term (or Year) Learning ActivitiesQuantityWeight
SUM0
SUM0
Language of Instruction
Turkish
Work Placement(s)
None
Workload Calculation
ActivitiesNumberTime (hours)Total Work Load (hours)
Midterm Examination122
Final Examination122
Attending Lectures16348
Practice10330
Individual Study for Homework Problems10220
Individual Study for Mid term Examination12224
Individual Study for Final Examination15230
TOTAL WORKLOAD (hours)156
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
LO14434344332
LO24545454435
LO34545454435
* Contribution Level : 1 Very low 2 Low 3 Medium 4 High 5 Very High
 
Ege University, Bornova - İzmir / TURKEY • Phone: +90 232 311 10 10 • e-mail: intrec@mail.ege.edu.tr