COURSE UNIT TITLE

: RESPONSIBLE INVESTMENT

DEGREE PROGRAMMES

Description of Individual Course Units

Course Unit Code Course Unit Title Type Of Course D U L ECTS
IBS 3493 RESPONSIBLE INVESTMENT ELECTIVE 3 0 0 5

Offered By

International Business and Trade

Level of Course Unit

First Cycle Programmes (Bachelor's Degree)

Course Coordinator

ASSISTANT PROFESSOR AYÇA KÜBRA HIZARCI PAYNE

Offered to

International Business and Trade
International Trade and Business (English)

Course Objective

The course provides a strategic and technical understanding of integrating environmental and social criteria in the investment process. This course is suitable for students seeking careers in investment management who want to achieve a better understanding of the environmental and social portfolio, as well as the risks and opportunities that it presents. It can be equally of interest to students specifically interested in, or curious about, responsible and thematic investments around key environmental and social issues.

Learning Outcomes of the Course Unit

1   Integrate environmental and social risks and opportunities into different investment products
2   Balance the societal and environmental issues with the profit pressures affecting the investors.
3   Apply knowledge of responsible investments to strategic analysis for investors with regards to environmental and social risks and their integration into investment products.
4   Assess the types and strategic implications of different RI techniques for the investors and also the corporations in their investment portfolio and also the environment and society.
5   Be able to articulate the concepts and principles that support socially responsible investing.
6   Know how to analyze, as well as compare and contrast basic investment and social theories that support socially responsible investing.
7   Understand the basic theories of social responsibility for corporations, financial institutions, governments, and individual investors.
8   -

Mode of Delivery

Face -to- Face

Prerequisites and Co-requisites

None

Recomended Optional Programme Components

None

Course Contents

Week Subject Description
1 Introduction to Investments and Responsible Investment
2 Asset Classes and Financial Instruments
3 Securities Markets
4 Mutual Funds and Other Investment Companies
5 Risk and Return
6 Efficient Diversification
7 General Overview
8 Article Discussion & Presentation: Socially Responsible Investment: Opportunities, Challenges, and Practices SRI Approaches and Criteria
9 Article Discussion & Presentation: Incentives, Alternatives, and Financial Performance of SRI SRI Funds-Ethical Funds SRI Practices of Companies
10 Article Discussion & Presentation: Corporate Governance Issues, Corporate Policy, and Corporate Social Responsibility Practices
11 Article Discussion & Presentation: Practice of SRI by Institutional Investors, Non-governmental Organizations, and Supranational Agencies Socially Responsible Investment and Global Banking
12 Term Project Presentations
13 Term Project Presentations
14 General Overview

Recomended or Required Reading

Investment Analysis and Portfolio Management Bodie Kane Marcus
Ethics and Socially Responsible Investment-William Ransome and Charles Sampford (2010). Ashgate Publication Company.
Socially Responsible Investment in a Global Environment-Hung-Gay Fung, Sheryl A. Law, Jot Yau (2010). Edward Edgar Publishing Limited.

Planned Learning Activities and Teaching Methods

Lectures
Class Discussions

Assessment Methods

SORTING NUMBER SHORT CODE LONG CODE FORMULA
1 MT Midterm
2 ASS Assignment
3 FCG FINAL COURSE GRADE MT * 0.40 + ASS * 0.60


*** Resit Exam is Not Administered in Institutions Where Resit is not Applicable.

Further Notes About Assessment Methods

None

Assessment Criteria

To be announced.

Language of Instruction

English

Course Policies and Rules

Plagiarism will be penalized.

Contact Details for the Lecturer(s)

guluzar.kurt@deu.edu.tr

Office Hours

To be announced.

Work Placement(s)

None

Workload Calculation

Activities Number Time (hours) Total Work Load (hours)
Lectures 14 3 42
Preparations before/after weekly lectures 10 3 30
Preparation for midterm exam 1 20 20
Preparation for final exam 1 10 10
Preparing assignments 1 15 15
Midterm 1 2 2
Final 1 2 2
TOTAL WORKLOAD (hours) 121

Contribution of Learning Outcomes to Programme Outcomes

PO/LOPO.1PO.2PO.3PO.4PO.5PO.6PO.7PO.8PO.9PO.10PO.11PO.12PO.13PO.14PO.15
LO.15555
LO.22555555
LO.33555555554
LO.455555
LO.5555
LO.6555
LO.75555
LO.8

CONTACT INFORMATION
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Phone: +90(232) 412 12 12 - Fax: +90 (232) 464 81 35

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