Informa Connect
Courses in The Essentials of Performance Measurement & Attribution - Online
Online United Kingdom
DURATION
3 Days
LANGUAGES
English
PACE
Full time
APPLICATION DEADLINE
Request application deadline
EARLIEST START DATE
02 Dec 2024
TUITION FEES
GBP 2,785
STUDY FORMAT
Distance Learning
Scholarships
Explore scholarship opportunities to help fund your studies
Introduction
Explore the latest financial option products and their risks to make informed investment decisions.
Performance analysis and attribution are crucial tools used to inform investment decisions and strategies. This course describes the skill set and vocabulary necessary for success in the asset management industry of the future.
Learn How to
- Master the various industry practice methodologies to measure returns
- Interpret the return of your fund against an appropriate benchmark to monitor performance successfully
- Customise your benchmark to reflect your portfolio’s objectives accurately
- Ensure effective control and communication to stakeholders through attribution analysis
Curriculum
- Topic 1: Successfully measuring returns: The methodologies and industry practices
- Topic 2: Benchmarks
- Topic 3: Globalisation of Presentation Standards
Return to Work with
- A clear understanding of the role of performance measurement within asset management organisations.
- The skills required to identify the differences between money-weighted and timeweighted returns and which to use
- What constitutes a good benchmark and appropriate customisation calculations?
- Attribution analysis including fixed-income, multi-currency and derivative instruments