This one day training 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, the impact of different benchmarks and adjusting performance for risk taken.
By the end of this course you will be able to:
• Calculate returns - money and time weighted
• Use different benchmarks to measure performance
• Calculate risk
• Apply portfolio attribution
• Understand and apply Global Investment Performance Standards
• Presenting performance
You may be interested in our Portfolio Management course on 25-26 of October.
Tue, 03/03/2015 - 09:59
In an excerpt from the Preqin Investor Outlook: Alternative Assets H1 2015, exclusive Preqin survey results reveal that while industry performance has been poor, investors remain committed to the asset class. ... »
Tue, 03/03/2015 - 14:08
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. ... »
Tue, 03/03/2015 - 09:51
In an excerpt from the Preqin Investor Outlook: Alternative Assets H1 2015, the spotlight is on investors’ attitudes towards alternative private real estate exposure. ... »
Tue, 24/02/2015 - 19:14
New regulations are allowing hedge fund managers and institutional investors to take advantage of fresh opportunities in the Swiss market, from innovative new fund platforms to new fund strategies and structures that provide significant portfolio diversification opportunities... »