| Academic Unit: |
International Trade and Finance |
| Mode of Delivery: |
Face to face |
| Prerequisites: |
none |
| Language of Instruction: |
English |
| Level of Course Unit: |
Undergraduate |
| Course Coordinator: |
- - |
| Course Objectives: |
The course is designed to introduce the students the knowledge of the wealth management, modern portfolio theory and portfolio management strategies. The students are also introduced to behavioral finance concepts and investor irrationality issues. Applications in the global asset allocation and asset management industry will also be covered. Quantitative models will be taught by Excel software. |
| Course Contents: |
The course is designed to present students the knowledge of the wealth management, modern portfolio theory and portfolio management strategies. |
| Learning Outcomes of the Course Unit (LO): |
- 1- To teach students how to identify the risk/return profile of the investors.
- 2- To teach students the wealth management process and behavioral finance concepts.
- 3- To introduce modern portfolio theory i.e. Markowitz and Sharpe models.
- 4- To teach students the use of linear programming and formula plans in portfolio management.
- 5- To cover duration, immunization and yield-spread trading concepts of fixed-income portfolio management.
- 6- To teach students how to model these techniques by using Excel software.
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| Planned Learning Activities and Teaching Methods: |
Class and Computer Applications, Quantitative models will be taught by Excel softwareThe students will calculate portfolio risk, return and beta for selected stocks as a group project. |
| Week | Subjects | Related Preperation |
| 1 |
Syllabus and Course Introduction |
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| 2 |
Ch. 1 -2 Introduction, Bonds, Stocks, Securities |
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| 3 |
Ch. 3- 4 Security Markets, Institutional Investors |
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| 4 |
Ch. 5 - 6 Regulation and Ethics, Rates of Return |
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| 5 |
Ch. 7 Portfolio Analysis |
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| 6 |
Ch. 8 - 9 Mean-Variance Analysis, Diversification |
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| 7 |
Review for Exam I |
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| 8 |
Exam I |
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| 9 |
Ch. 10 11 CAPM, APT |
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| 10 |
Ch. 12 Efficient Markets, Behavioral FinanceGuest Speaker |
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| 11 |
Behavioral Finance |
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| 12 |
Ch. 13 Interest Rates and Bond ValuationBehavioral Finance SUMMARY |
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| 13 |
Ch. 14 Bond Analysis |
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| 14 |
Ch. 15 Stock Valuation |
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At Kadir Has University, a Semester is 14 weeks; The weeks 15 and 16 are reserved for final exams.
THE RELATIONSHIP BETWEEN COURSE LEARNING OUTCOMES (LO) AND PROGRAM QUALIFICATIONS (PQ)
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PQ10 |
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| LO6 |
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Contribution: 1 Low, 2 Average, 3 High
