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!
Wed, 04/02/2015 - 15:08
Fund managers and investors are in a tug-of-war over the issue of transparency. Once content with a performance update, basic valuation and general market commentary, Limited Partners (LPs) are now digging deeper, asking more questions and requiring more information from General Partners (GPs) than ever before. ... »
Thu, 19/02/2015 - 19:04
Read how managers seeking to distribute in Europe can appoint a third party AIFM (or ManCo), and the fund distribution benefits this can bring, both for new fund launches and redomiciled funds... »
Tue, 10/02/2015 - 14:49
Global gross domestic product (GDP) growth should accelerate somewhat in 2015 and 2016 from the pace of the last three years because of much lower oil prices, the avoidance of special drags on the world economy, and continuing easy monetary policies from global central banks, according to BNY Mellon Chief Economist Richard Hoey. Hoey (pictured) made the comments in his February outlook. ... »
Fri, 30/01/2015 - 11:12
55% of private equity firms surveyed by Preqin at the end of 2014 stated they would deploy greater levels of capital in 2015, although 39% suggested it is more difficult to find attractive investments. Preqin’s Christopher Elvin comments: ... »
Tue, 20/01/2015 - 13:26
977 private equity funds held a final close throughout the year raising a total of USD486bn, higher than any annual amount between 2009 and 2012, and on track to match the 2013 total. Preqin’s Christopher Elvin (pictured) reviews a year of private equity fundraising: ... »