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Performance Measurement and Attribution Training Course


19 - 21 October 2020

Virtual Classroom

The focus with this course is to improve the way you work and enhance your performance. You will master all of the available methodologies to measure returns and be able to interpret the return of your fund against the benchmark to monitor your results successfully. You will be able to use analysis and benchmarking effectively, implementing risk-adjusted measures and using your appreciation of recent developments to increase the consistency of your results.

Attend and you'll gain a comprehensive understanding of:

•  The differences between money-weighted and time-weighted returns and which to use
•  What constitutes a good benchmark and appropriate customisation calculations
•  Attribution analysis including fixed income, multicurrency and derivative instruments
•  The full range of risk-adjusted performance measures including those suitable for hedge funds
•  The latest developments in performance standards

Download the Performance Measurement course brochure

speaker presentation

We have been delivering online training for many years and know how to ensure the interaction is the same as if you were in a classroom.

The trainer will share his screen to allow you to follow the training session, which will be very practical. Our trainer will include polls, group work, exercises, discussions and breaks.

The course will be 50% pre-recorded, on-demand material that can be accessed at the delegates preferred time. 50% will be delivered ‘live’ with the trainer – timings of this will be flexible in order to best meet the requirements of the demographics of the delegates.

You will be able to ask questions, give feedback and participate in the practical sessions. Class sizes will be capped to ensure every delegate will be guaranteed quality time with the trainer.

cpd certified

Dates: 19-21 October 2020

Online course fee: £2399 plus VAT = £2878.80
London course Fee: £2999.00 + VAT @ 20% = £3598.80

carl bacon

Carl Bacon CIPM, joined StatPro Group PLC as Chairman in April 2000. Carl also runs his own consultancy business providing advice to asset managers on various risk & performance measurement issues.

Prior to joining StatPro Carl was Director of Risk Control & Performance at Foreign & Colonial Management Ltd, Vice President Head of Performance (Europe) for JP Morgan Investment Management Inc., & Head of Performance for Royal Insurance Asset Management.

Carl holds a B.Sc. Hons. in Mathematics from Manchester University & is a member of the Advisory Board of the Journal of Performance Measurement, a founder member of both the Investment Performance Council & GIPS®.

Carl is also the author of “Practical Portfolio Performance Measurement & Attribution” part of the Wiley Finance Series, numerous articles & papers & editor of “Advanced Portfolio Attribution Analysis”.

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The content was very useful because it wasn't all theoretical. Very good teacher, explains the topic very well.

Melinda Arend, 

Performance Analyst, PGGM

cpd certified

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