This practical two day training run by a former senior banker has been designed for anyone who needs to understand the fundamentals of measuring investment performance.
The course explores all aspects of performance measurement including the calculation of returns, impact of different benchmarks and adjusting performance for risk taken. Through the analysis of the best current industry practice you will learn how to set up, maintain and improve performance measurement systems within your organisation.
You will also have a chance to learn about the evolution of the asset and wealth management industries including the latest industry trends as well as some of the findings from behavioural finance.
By the end of this course you will be able to:
Calculate money and time weighted returns
Understand the benchmarks and indices and use them to measure performance
Calculate and measure risk
Track errors in performance
Apply portfolio attribution
Understand and apply Global Investment Performance Standards
Present performance results prepare reports
Who should attend?
Professionals who need to understand and calculate financial performance from the following types of institutions and departments:
Equity Sales & Research
Register now and take advantage of our Early Bird offer!
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