Investment Performance Measurement

Eureka Financial

Short course

In London

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£ 1,795 + VAT

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Description

  • Type

    Short course

  • Level

    Beginner

  • Location

    London

  • Class hours

    8h

  • Duration

    2 Days

  • Start date

    Different dates available

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.

Suitable for: Professionals who need to understand and calculate financial performance from: Corporates, Business Valuation, Portfolio Management, Investment Management, Equity Sales & Research, Fund Management, Pension Funds, Insurance, Institutional Investors, Banking

Facilities

Location

Start date

London
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Start date

Different dates availableEnrolment now open

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Reviews

Subjects

  • Performance
  • Investment
  • IT Management
  • Management
  • Returns
  • IT risk
  • Risk
  • Investment Management
  • Portfolio Management
  • Wealth Management
  • Attribution analysis
  • GIPS
  • Behavioural finance

Teachers and trainers (1)

EF Faculty Trainer

EF Faculty Trainer

Trainer

Course programme

Course review:

This practical 2 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.

Additional information

Practical programme with exercises and case studies d

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Investment Performance Measurement

£ 1,795 + VAT

The best Financial Markets courses

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