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 PO1: Engaged in insightful thinking leading to self-learning and lifelong learning.
2. P02 PO2: Established a general knowledge of economics sufficient to work independently through specific learned techniques generated via individual efforts and study.
3. P03 PO3: Reached the required knowledge and skills to understand social, economic and legal issues both within national, international and global contexts and apply theoretical knowledge of economics to practice.
4. P04 PO4: Adopted the ability to critically evaluate, analyze and interpret information gathered through the use of related statistical software programs to suggest creative solutions for economic problems and make relevant economic decisions.
5. P05 PO5: Been aware of gathering and analyzing data through the application of appropriate technological tools in an ethical and safe manner in order to generate economic decisions and policy suggestions.
6. P06 PO6: Been equipped with conceptual and analytical skills essential for team-working and collaborations for economic decision making for a variety of economic concepts in national and global environment.
7. P07 PO7: Endowed with both oral and written communication skills within the economic field to effectively study and work in an international environment
8. P08 PO8: Been able to transfer theoretical knowledge to real life economic environment: to generate policies for microeconomic and macroeconomic problems faced by individuals, firms and governments at national, international and global context.
9. P09 PO9: Developed an ability to apply economic analysis to everyday problems in real world through the development of ethical perspectives and social responsibilities at work and in personal life.

Po-Lo Matrix