The "Investment Performance Measurement, Attribution & Risk" training has been added to ResearchAndMarkets.com's offering.

This is a comprehensive, hands-on business introduction to the concepts and application of Investment Performance Reporting, Equity Attribution and Ex-Post Risk. Although it includes brief coverage of Fixed Interest Attribution, Multi-Currency Attribution and Ex-Ante Risk, each of these more complex applications is given separate, dedicated one-day coverage in other workshops.

The workshop includes numerous case studies which work from raw data. It also includes coverage of the data management implications of Performance and Attribution implementations.

By attending this workshop you will gain an understanding of Performance, Attribution and Risk to allow you to follow through from Portfolio Valuation to Performance Report. In addition, you will be able to take the applications forward to 'get to the next stage' performance analysis, client reporting and user problem solving.

Participation in this workshop requires a Laptop with Excel 2003 or a later version. We can provide a laptop if requested for an additional fee.

Pre-arrival requirements. It is assumed that prospective attendees will have:

• a reasonable understanding of securities processing and client reporting, valuation reporting, especially
• average competency with MS Excel (2003 version as a minimum).

Investment Performance, Attribution and Risk are complex topics. Each includes concepts distinct from, for example, Investment Reporting, Accounting or Fund Pricing. Accordingly, a simple spreadsheet as a guide is made available for prospective attendees pre-workshop to attempt and gain initial familiarity with key concepts.

What will you learn

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:

This Investment Performance Measurement, Attribution and Risk course should be attended by professionals who need to understand and calculate financial performance from the following types of institutions and departments:

• Operations Staff
• Staff wishing to move into Performance Analyst roles
• Database Managers
• Fund Managers
• 'Sell Side' Supplier staff requiring a better knowledge of users' Performance requirements
• Portfolio Management
• Investment Management
• Equity Sales & Research
• Pension Funds
• Insurance
• Institutional Investors
• Banking

Key Topics Covered:

• Performance Returns
• Annualised vs Cumulative Returns
• Impact of Fees
• Currency impact
• Benchmarking
• Contribution Analysis
• GIPS
• Performance Attribution
• Equity Attribution - 'Top Down', Single Period
• Equity Attribution - 'Bottom Up' Alternative, Single Period
• Introduction to Multi-Currency Attribution
• Ex-Post and Ex-Ante Risk
• Statistical Concepts
• Ex-Post - Key Absolute Measures
• Ex-Post - Key Relative Measures

For more information about this training visit https://www.researchandmarkets.com/r/fb0hrn

About ResearchAndMarkets.com

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View source version on businesswire.com: https://www.businesswire.com/news/home/20250718725054/en/