Calculate a range of time-weighted and money-weighted returns. Discuss the implications and requirements of large cash flows
Calculate basic attribution effects. Discuss the impact of investment decisions. Debate typical attribution problems
Calculate a range of risk-adjusted performance measures and use them to evaluate and rank the performance of five portfolios
In-house training training can save you money
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 gain a comprehensive understanding of: