MBAS214 Investment AnalysisIstanbul Okan UniversityDegree Programs Banking and InsuranceGeneral Information For StudentsDiploma SupplementErasmus Policy StatementNational Qualifications
Banking and Insurance
Associate TR-NQF-HE: Level 5 QF-EHEA: Short Cycle EQF-LLL: Level 5

General course introduction information

Course Code: MBAS214
Course Name: Investment Analysis
Course Semester: Spring
Course Credits:
Theoretical Practical Credit ECTS
3 0 3 5
Language of instruction: TR
Course Requisites:
Does the Course Require Work Experience?: No
Type of course: Compulsory
Course Level:
Associate TR-NQF-HE:5. Master`s Degree QF-EHEA:Short Cycle EQF-LLL:5. Master`s Degree
Mode of Delivery: Face to face
Course Coordinator : Dr.Öğr.Üyesi DİLEK YALÇIN
Course Lecturer(s): Assoc. Prof. AYNUR PALA
Öğr.Gör. MÜRÜVVET AKAR
Course Assistants:

Course Objective and Content

Course Objectives: This course offers students the stock analysis, fundamental analysis, portfolio analysis, valuation and asset pricing model allows companies with financial issues such as the acquisition of knowledge and experience.
Course Content: stock analysis,
fundamental analysis
portfolio analysis and
valuation
asset pricing models

Learning Outcomes

The students who have succeeded in this course;
Learning Outcomes
1 - Knowledge
Theoretical - Conceptual
1) make fundamental analysis
2 - Skills
Cognitive - Practical
1) Portfolio analysis can be done using the program
3 - Competences
Communication and Social Competence
Learning Competence
Field Specific Competence
Competence to Work Independently and Take Responsibility

Lesson Plan

Week Subject Related Preparation
1) syllabus
1) equity analysis
2) equity analysis
4) funtamental analysis
5) economy and sector analysis
6) firm valuation
7) firm valuation
8) midterm exam
9) Risk and Return at Financial Assets
10) Efficient Markets
11) portfolia analsys
12) portfolio performance
13) portfolio performance
14) Investment Management
15) Investment Management
16) final exam

Sources

Course Notes / Textbooks: Karan, M.B, Yatırım Analizi ve Portföy Yönetimi, Gazi Kitabevi, 2013
References: Ders notları-lecture notes

Course-Program Learning Outcome Relationship

Learning Outcomes

1

2

Program Outcomes
1) Banking and define concepts related to the insurance profession. Banking and express numerical methods on insurance.
2) Banking and insurance companies is to apply numerical methods for using the necessary computer programs.
3) They can use a foreign language in oral and written communication and technology.
4) Banking and insurance companies is to use theoretical and practical knowledge about learning. Continuously monitors technological developments related to the field.
5) Data on the banking and insurance sectors can analyze and interpret. Followed by banking and insurance also related disciplines. They can offer suggestions to the sector's problems.
6) Banking prepare and execute the insurance-related projects.

Course - Learning Outcome Relationship

No Effect 1 Lowest 2 Low 3 Average 4 High 5 Highest
           
Program Outcomes Level of Contribution
1) Banking and define concepts related to the insurance profession. Banking and express numerical methods on insurance. 3
2) Banking and insurance companies is to apply numerical methods for using the necessary computer programs. 4
3) They can use a foreign language in oral and written communication and technology. 3
4) Banking and insurance companies is to use theoretical and practical knowledge about learning. Continuously monitors technological developments related to the field. 3
5) Data on the banking and insurance sectors can analyze and interpret. Followed by banking and insurance also related disciplines. They can offer suggestions to the sector's problems. 5
6) Banking prepare and execute the insurance-related projects. 4

Learning Activity and Teaching Methods

Lab

Assessment & Grading Methods and Criteria

Written Exam (Open-ended questions, multiple choice, true-false, matching, fill in the blanks, sequencing)
Homework
Application
Group project
Presentation

Assessment & Grading

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

Workload and ECTS Credit Grading

Activities Number of Activities Duration (Hours) Workload
Course Hours 3 3 9
Midterms 1 1 1
Final 1 1 1
Total Workload 11