INVESTMENTS

Course Description

Develops an understanding of the models and concepts of profitable investing, relying on theoretical development and consideration of observed pricing, market, and participant behavior. Examines the markets through which investment funds are channeled and the motivations of the investing and borrowing communities.On successful completion of this course, all students will have developed knowledge and understanding on: how secutires are Traded, Mutual funds and other invesment companies, Global Financial Instruments, Eifficent Diversification, The efficent market hypothesis, Interntional investing, Taxes. Inflation, and invesment Stratages, Investores and the investment process, Behavioral Fianance and Technical analysis. Examines the markets through which investment funds are channeled and the motivations of the investing and borrowing communities.

INVESTMENTS

Evaluation Tools (Active Term)

Course outcomes

1. 01 describe the investment theories
2. 02 explain the methods of international diversification means and indexes
3. 03 identify key sources of risk and basic characteristics of investing in securities
4. 04 understand the concept and usage of return

Course Syllabus

Reference Books & Course Materials

1. 01 BRADFORD D.JORDAN THOMAS W.MILLER JR. STEVEN D. DOLVIN, FUNDAMENTALS OF INVESTMENTS VALUATION AND MANAGEMENT SEVENTH EDITION
2. 02 Zvi Bodie, Alex Kane and Alan J. Marcus, Essentials of Investments, McGraw-Hill, Eighth Edition, 2010, ISBN 978-007-131123-6

Learning Outcomes

1. L01 Discussıng Derivative Market SOLO 5
2. L02 Examining Elements of investments SOLO 3
3. L03 Analyzing common stock valuation SOLO 4
4. L04 Identifying the type of securities SOLO 2
5. L05 the only way to earn a higher return is to take on greater risk, therefore, it can be concluded that there is a risk and return trade-off. SOLO 4
6. L06 Describe in detail the short-sale process for shares of stock. Also, stress the potentially unlimited losses that can arise from a short position, SOLO 3
7. L07 Discuss return on some important portfolios, including small-company stock, large-company stock, long-term government bonds, and Treasury bills SOLO 5
8. L08 Demonstrate the two ways to calculate average return over time. show how to calculate dollar return and percentage. SOLO 4
9. L09 explain the difference between asset allocation and security selection. SOLO 3
10. L10 Explain the basic types of financial assets. interest-bearing assets, equity securities, and derivative assets SOLO 3
11. L11 understanding the characteristics of futures contracts and options contracts. SOLO 4
12. L12 Calculating the value of the total investment on the call option and put option SOLO 2
13. L13 Examine several methods of fundamental analysis used by financial analysis to value common stock. SOLO 3
14. L14 the difference between private and public equity. SOLO 4
15. L15 calculating initial margin and maintenance margin and the reason why margin requirements exist. SOLO 2
16. L16 Calculating margin loan and the critical price at which investor is subjected to a margin call. SOLO 2

Program Outcomes

1. P01 1- To have advanced theoretical and practical knowledge supported by textbooks, application tools and other resources including current information in the field of Accounting and Finance.
2. P02 2- To be able to use advanced theoretical and practical knowledge acquired in the field of Accounting and Finance.
3. P03 3- To be able to interpret and evaluate data, identify problems, analyze and develop solutions based on research and evidence by using advanced knowledge and skills acquired in the field of Accounting and Finance.
4. P04 4- To be able to take responsibility as an individual and a team member in order to solve complex and unpredictable problems in accounting and finance applications.
5. P05 5- To be able to plan and manage activities for the development of employees under the responsibility of a project.
6. P06 6- To be able to determine the learning requirements in the field of Accounting and Finance and to direct their learning.
7. P07 7- To be able to inform people and institutions about issues related to the field of accounting and finance, and to be able to transfer their ideas and solution proposals in writing and orally.
8. P08 8- To be able to use information and communication technologies together with computer software at the European Computer Driving License Advanced Level required by the field of Accounting and Finance.
9. P09 9- To act in accordance with social, scientific, cultural and ethical values in the stages of collecting, interpreting, applying and announcing the results related to the field of accounting and finance.

Po-Lo Matrix