Investment Performance Measurement Course

This practical two day training conducted 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.

Main topics covered:

- Calculating money and time weighted returns
- Dealing with currencies and fees
- Using benchmarks
- Risk calculation
- Portfolio attribution
- Presenting performance
- Global Investment Performance Standards (“GIPS”)
- Market trends
- Behavioural Finance

By the end of the course you will be able to:

- Calculate returns and use key metrics
- 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 and prepare reports

Who should attend

Professionals who need to understand and calculate financial performance from the following types of institutions and departments:

- Corporates
- Business Valuation
- Portfolio Management
- Investment Management
- Equity Sales & Research
- Fund Management
- Pension Funds
- Insurance
- Institutional Investors
- Banking

Register early to take advantage of the Early Bird special!

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