Access to the right tools to measure and evaluate your portfolio’s performance is critical to your business decisions. With our portfolio performance measurement and attribution service, you’ll have the right solution to gain insight into your performance strategy and transparency into your investment performance drivers.
Portfolio performance measurement is the quality control element of the investment decision process. It provides the necessary information to enable asset managers and clients to assess exactly how their money has been invested and the results of the process. Performance measurement is a core part of the decision process providing essential information to several key stakeholders.
The Portfolio Performance Management & Attribution Analysis course brings all analysts, investors, risk managers and other stakeholders up to date with the latest developments, teaching you a number of skills that will enable you to achieve better results
By the end of this Portfolio Performance Measurement & Attribution Analysis course you will be able to :
- Understand the concept of performance measurement
- Learn the different ways to derive returns (and why the results can vary)
- Understand how cashflows affect returns
- Analyse the principles of benchmarking
- Ascertain why risk measurement and management are important and what the measures mean
- Discern the role of attribution, the challenges in getting it right, and how it should be used
- Understand the differences and difficulties of fixed income attribution
- Learn the status and application of the different international performance measurement standards
This Portfolio Performance Measurement & Attribution Analysis training course is especially suitable for professionals in the following areas:
- Portfolio managers
- Senior management
- Performance measurers
- Risk controllers
- Compliance staff
- Sales and marketing staff
- Operations staff
