Tourism and Hotel Management (English) | |||||
Bachelor | TR-NQF-HE: Level 6 | QF-EHEA: First Cycle | EQF-LLL: Level 6 |
Course Code: | FNCE304 | ||||||||
Course Name: | Investment and Portfolio Management | ||||||||
Course Semester: |
Spring |
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Course Credits: |
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Language of instruction: | EN | ||||||||
Course Requisites: | |||||||||
Does the Course Require Work Experience?: | No | ||||||||
Type of course: | Department Elective | ||||||||
Course Level: |
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Mode of Delivery: | Face to face | ||||||||
Course Coordinator : | Prof. Dr. GÖKÇE TUNÇ | ||||||||
Course Lecturer(s): |
Dr.Öğr.Üyesi MEHMET GÖKHAN GÖKTAN |
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Course Assistants: |
Course Objectives: | The objective of this course is to introduce the specifics of investment environment; overview of financial instruments; security trading; initial public offerings; market orders; buying on margin; short sales; investment companies; open-end funds; closed-end funds; risk and return; risk premium; risk aversion; capital allocation line; portfolios of risky and risk-free assets; the capital market line; optimal risky portfolios; diversification; portfolios of two risky assets; minimum variance portfolio; the Markowitz portfolio selection; capital asset pricing model; arbitrage pricing theory; factor models; market efficiency; simulation application. |
Course Content: | Investment environment; overview of financial instruments; security trading; initial public offerings; market orders; buying on margin; short sales; investment companies; open-end funds; closed-end funds; risk and return; risk premium; risk aversion; capital allocation line; portfolios of risky and risk-free assets; the capital market line; optimal risky portfolios; diversification; portfolios of two risky assets; minimum variance portfolio; the Markowitz portfolio selection; capital asset pricing model; arbitrage pricing theory; factor models; market efficiency; simulation application. |
The students who have succeeded in this course;
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Week | Subject | Related Preparation |
1) | General Introduction | Essentials of Investments, Zvi Bodie, Alex Kane and Alan. J. Marcus, McGraw Hill cInternational Edition, 2022, Twelfth ed. |
2) | Investments: Background & Issues | Essentials of Investments, Zvi Bodie, Alex Kane and Alan. J. Marcus, McGraw Hill cInternational Edition, 2022, Twelfth ed. |
3) | Asset Classes & Financial Instruments | Essentials of Investments, Zvi Bodie, Alex Kane and Alan. J. Marcus, McGraw Hill cInternational Edition, 2022, Twelfth ed. |
4) | Asset Classes & Financial Instruments | Essentials of Investments, Zvi Bodie, Alex Kane and Alan. J. Marcus, McGraw Hill cInternational Edition, 2022, Twelfth ed. |
5) | Securities Markets | Essentials of Investments, Zvi Bodie, Alex Kane and Alan. J. Marcus, McGraw Hill cInternational Edition, 2022, Twelfth ed. |
6) | Securities Markets | Essentials of Investments, Zvi Bodie, Alex Kane and Alan. J. Marcus, McGraw Hill cInternational Edition, 2022, Twelfth ed. |
7) | Risk and Return and the Historical Record | Essentials of Investments, Zvi Bodie, Alex Kane and Alan. J. Marcus, McGraw Hill cInternational Edition, 2022, Twelfth ed. |
8) | Midterm | Essentials of Investments, Zvi Bodie, Alex Kane and Alan. J. Marcus, McGraw Hill cInternational Edition, 2022, Twelfth ed. |
9) | Risk and Return and the Historical Record | Essentials of Investments, Zvi Bodie, Alex Kane and Alan. J. Marcus, McGraw Hill cInternational Edition, 2022, Twelfth ed. |
10) | Efficient Diversification | Essentials of Investments, Zvi Bodie, Alex Kane and Alan. J. Marcus, McGraw Hill cInternational Edition, 2022, Twelfth ed. |
11) | Efficient Diversification | Essentials of Investments, Zvi Bodie, Alex Kane and Alan. J. Marcus, McGraw Hill cInternational Edition, 2022, Twelfth ed. |
12) | Capital Asset Pricing and Arbitrage Theory | Essentials of Investments, Zvi Bodie, Alex Kane and Alan. J. Marcus, McGraw Hill cInternational Edition, 2022, Twelfth ed |
13) | Ramadan Feast | - |
14) | Capital Asset Pricing and Arbitrage Theory | Essentials of Investments, Zvi Bodie, Alex Kane and Alan. J. Marcus, McGraw Hill cInternational Edition, 2022, Twelfth ed |
15) | Final | Essentials of Investments, Zvi Bodie, Alex Kane and Alan. J. Marcus, McGraw Hill cInternational Edition, 2022, Twelfth ed |
Course Notes / Textbooks: | INVESTMENTS Zvi Bodie-Alex Kane-Alan J. Marcus, 9th ed., 2011 ISBN 978-0-07-353070-0 |
References: | INVESTMENTS Zvi Bodie-Alex Kane-Alan J. Marcus, 9th ed., 2011 ISBN 978-0-07-353070-0 |
Learning Outcomes | 1 |
2 |
3 |
4 |
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Program Outcomes | ||||||||
1) Learning the facts, concepts and principles related to tourism and hotel management | ||||||||
2) Having a theoretical and practical knowledge at the basic level related to the field | ||||||||
3) To be able to make analytical evaluations for tourism and travel sector | ||||||||
4) Learning the basic laws and regulations and professional standarts that apply regarding the tourism sector in Turkey and physical environment associated with hotel management space, tools, and use acquainted with the technology, applying the ethical values, protecting the natural environment | ||||||||
5) To be able to work efficiently in the tourism sector | ||||||||
6) Learning the characteristics of the major tourist destinations to apply this knowledge in the tourism sector for Turkey and worldwide | ||||||||
7) Organizing, coordinating and developing departments in accommodation organizations | ||||||||
8) To be able to define and develop sales techniques and income management practices applied in accommodation and food and beverage companies | ||||||||
9) Demonstrating the ability to apply professional working techniques in food and beverage establishments |
No Effect | 1 Lowest | 2 Low | 3 Average | 4 High | 5 Highest |
Program Outcomes | Level of Contribution | |
1) | Learning the facts, concepts and principles related to tourism and hotel management | |
2) | Having a theoretical and practical knowledge at the basic level related to the field | |
3) | To be able to make analytical evaluations for tourism and travel sector | |
4) | Learning the basic laws and regulations and professional standarts that apply regarding the tourism sector in Turkey and physical environment associated with hotel management space, tools, and use acquainted with the technology, applying the ethical values, protecting the natural environment | |
5) | To be able to work efficiently in the tourism sector | |
6) | Learning the characteristics of the major tourist destinations to apply this knowledge in the tourism sector for Turkey and worldwide | |
7) | Organizing, coordinating and developing departments in accommodation organizations | |
8) | To be able to define and develop sales techniques and income management practices applied in accommodation and food and beverage companies | |
9) | Demonstrating the ability to apply professional working techniques in food and beverage establishments |
Individual study and homework | |
Group study and homework | |
Project preparation |
Written Exam (Open-ended questions, multiple choice, true-false, matching, fill in the blanks, sequencing) | |
Homework | |
Individual Project | |
Group project |
Semester Requirements | Number of Activities | Level of Contribution |
Midterms | 1 | % 40 |
Final | 1 | % 60 |
total | % 100 | |
PERCENTAGE OF SEMESTER WORK | % 40 | |
PERCENTAGE OF FINAL WORK | % 60 | |
total | % 100 |
Activities | Number of Activities | Workload |
Course Hours | 16 | 48 |
Study Hours Out of Class | 15 | 90 |
Homework Assignments | 4 | 8 |
Quizzes | 3 | 3 |
Midterms | 1 | 10 |
Final | 1 | 22 |
Total Workload | 181 |