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In-company training

Sample Exercise 1

Calculate a range of time-weighted and money-weighted returns. Discuss the implications and requirements of large cash flows

Sample Exercise 2

Calculate basic attribution effects. Discuss the impact of investment decisions. Debate typical attribution problems

Sample Exercise 3

Calculate a range of risk-adjusted performance measures and use them to evaluate and rank the performance of five portfolios

Performance Measurement: In-Company training

In-house training training can save you money

An intensive training course on Performance Measurement, packed with numerous practical exercises

Performance Measurement & Attribution Course Highlights and Agenda

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:

  • The role of performance measurement within asset management firms
  • 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 brochure or book onto this course.

Companies that have attended the IFF Performance Measurement training course

  • 2nd Swedish National Pension Fund
  • Abu Dhabi Investment Authority
  • Alta Funds Inc
  • APG Asset Management
  • ASR Nederland
  • Assetcare BV
  • Baillie Gifford & Co
  • Blue Sky Group BV
  • Capital Market Authority
  • Dallah Albaraka Holding Company
  • DPG mbH
  • DWS Holding and Service GmbH
  • Ilmarinen Mutual Pension Insurance
  • ING Group
  • J O Hambro Investment Management
  • Kleinwort Benson
  • KLP Kapitalforvaltning AS
  • Kuwait Fund for Arab Economic
  • Mars Nederland BV
  • MN Services NV
  • OUEM Ltd
  • Oxford University Endowment
  • Paladyne (Broadridge)
  • PGGM N.V.
  • Robeco
  • Sberbank of Russia
  • Shell Asset Management Company
  • SKAGEN Funds
  • Skandia Life Insurance Company Ltd
  • Societe Generale
  • State Street
  • The State Pension Fund
  • Third Financial Software Ltd
  • Timbercove Ltd
  • Türkiye Is Bankasi A.S.
  • UBI Banca
  • Venture Capital Trust Fund
  • Venus Management Company SAM
  • Zurich Insurance Co

Dates and Venues

13 May 2015 - 15 May 2015

Radisson Blu Edwardian Grafton, London

16 Oct 2015 - 18 Oct 2015

Radisson Blu Edwardian Grafton, London

Download Latest Information Now

(updated 29 March 2015)