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COURSE UNIT TITLECOURSE UNIT CODESEMESTERTHEORY + PRACTICE (Hour)ECTS
PENSION FUNDS AND MANAGEMENT TBS427 - 3 + 0 5

TYPE OF COURSE UNITElective Course
LEVEL OF COURSE UNITBachelor's Degree
YEAR OF STUDY-
SEMESTER-
NUMBER OF ECTS CREDITS ALLOCATED5
NAME OF LECTURER(S)-
LEARNING OUTCOMES OF THE COURSE UNIT At the end of this course, the students;
1) Becomes familiar with the basic of individual Pension concepts.
2) are able to see the effects of PPS on the sector.
3) Examine the development of the five historic process in Turkey.
4) Learn the theoretical background of PPS.
5) Learn fund management and portfolio management
MODE OF DELIVERYFace to face
PRE-REQUISITES OF THE COURSENo
RECOMMENDED OPTIONAL PROGRAMME COMPONENTNone
COURSE DEFINITIONIn this course, the basic concepts of private pension will be given; The impact, functioning and parties of PPS as well as contributions and auditing issues in PPS will be discussed. In addition, fund and portfolio management issues will be explained; portfolio risk-return relationship and effective boundary concepts will be explained.
COURSE CONTENTS
WEEKTOPICS
1st Week Course introduction and information
2nd Week Private Pension Systems and Their Place in the World
3rd Week The functioning of the PPS and its Parties
4th Week The functioning of the PPS and its Parties
5th Week Contribution, Deduction and Control
6th Week Contribution, Deduction and Control
7th Week Auto Participation and the Essential Issues to Know
8th Week Midterm Exam Week
9th Week Portfolio management
10th Week Portfolio management
11th Week Portfolio Risk Return
12th Week Portfolio Risk Return
13th Week Active Boundary
14th Week An overview
RECOMENDED OR REQUIRED READINGPrinciples of Risk Management &Insurance, George E.Rejda, Addison-Wesley
Fundamentals of Risk &Insurance, Emmett J. Vaughan&There M. Vaughan, John Wiley&Sons
Kaya, F. ve Kahya, M. 2017. Sigorta ve Sigortacılık. Beta Yayıncılık.
PLANNED LEARNING ACTIVITIES AND TEACHING METHODSLecture,Discussion,Problem Solving,Project
ASSESSMENT METHODS AND CRITERIA
 QuantityPercentage(%)
Mid-term130
Assignment110
Project110
Presentation of Case Study110
Total(%)60
Contribution of In-term Studies to Overall Grade(%)60
Contribution of Final Examination to Overall Grade(%)40
Total(%)100
ECTS WORKLOAD
Activities Number Hours Workload
Midterm exam111
Preparation for Quiz
Individual or group work14228
Preparation for Final exam13535
Course hours14342
Preparation for Midterm exam12525
Laboratory (including preparation)
Final exam111
Homework133
Presentation (including preperation)155
Project11010
Total Workload150
Total Workload / 305
ECTS Credits of the Course5
LANGUAGE OF INSTRUCTIONTurkish
WORK PLACEMENT(S)No
  

KEY LEARNING OUTCOMES (KLO) / MATRIX OF LEARNING OUTCOMES (LO)
LO1LO2LO3LO4LO5
K1         
K2         
K3         
K4  X   X   X   X   X
K5         
K6         
K7         
K8         
K9         
K10         
K11