| Course Type | Elective Course |
|---|
| Course Level | Bachelor's Degree |
|---|
| Year of Study | - |
|---|
| Semester | - |
|---|
| ECTS | 5 |
|---|
| Name of Lecturer(s) |
- |
| Learning Outcomes |
At the end of this course, the students;
- Become familiar with and define the basic concepts related to individual retirement.
- Analyze the impact of the individual retirement system on the sector.
- Examine and evaluate the historical development of the individual retirement system in Turkiye.
- Learn and analyze the theoretical foundation of the individual retirement system.
- Learn and apply the principles of fund management and portfolio management.
|
| Mode of Delivery | Face to face |
|---|
| Prerequisites | No |
|---|
| Recommended Optional Programme Components | None |
|---|
| Course Description | This course provides an in-depth understanding of the individual retirement system, focusing on private pension systems (PPS), their functioning, key stakeholders, contributions, and regulatory oversight. The course also covers fund and portfolio management principles, with a special emphasis on the relationship between portfolio risk and return, as well as the concept of the efficient frontier in investment strategies. |
|---|
| Course Contents |
| WEEK |
TOPICS |
|
1st Week |
Course introduction |
|
2nd Week |
Private pension systems (PPS) and their place in the world |
|
3rd Week |
The functioning and parties of PPS |
|
4th Week |
The functioning and parties of PPS |
|
5th Week |
Contributions, deductions, and oversight in PPS |
|
6th Week |
Contributions, deductions, and oversight in PPS |
|
7th Week |
Automatic participation and essential issues to know |
|
8th Week |
Midterm exam |
|
9th Week |
Portfolio management |
|
10th Week |
Portfolio management |
|
11th Week |
Portfolio risk-return |
|
12th Week |
Portfolio risk-return |
|
13th Week |
Efficient frontier |
|
14th Week |
General review |
|
| Recommended or Required Reading | Rejda, G. E. (2021). Principles of risk management & insurance (14th ed.). Pearson.
Vaughan, E. J., & Vaughan, T. M. (2017). Fundamentals of risk and insurance. John Wiley & Sons.
Kaya, F., & Kahya, M. (2017). Sigorta ve sigortacılık. Beta Yayıncılık. |
|---|
| Planned Learning Activities and Teaching Methods |
- Lecture
- Discussion
- Problem Solving
|
|---|
| Assessment Methods and Criteria |
|
Quantity |
Percentage (%) |
| Mid-term |
1 |
40 |
| Total(%) |
|
40 |
| Contribution of In-term Studies to Overall Grade(%) |
|
40 |
| Contribution of Final Examination to Overall Grade(%) |
|
60 |
| Total(%) |
|
100 |
|
| ECTS Allocated Based on Student Workload |
| Activities |
Quantity |
Duration (Hour) |
Total Workload (Hour) |
| Midterm exam |
|
1 |
|
| Preparation for Quiz |
|
|
|
| Individual or group work |
14 |
3 |
42 |
| Preparation for Final exam |
1 |
40 |
40 |
| Course hours |
13 |
3 |
39 |
| Preparation for Midterm exam |
1 |
20 |
20 |
| Laboratory (including preparation) |
|
|
|
| Final exam |
1 |
1 |
1 |
| Homework |
1 |
|
|
| Total Work Load | 142 |
| Total Work Load / 30 (h) | 4.73 |
| ECTS Credit of the Course | 5 |
|
| Language of Instruction | Turkish |
|---|
| Work Placement(s) | No |
|---|
