Portfolio Performance Measurement & Attribution Analysis

Euromoney Learning
Training overview
Professional Course
3 days

Course description

Portfolio Performance Measurement & Attribution Analysis

Portfolio performance measurement is the quality control element of the investment decision process. It provides the necessary information to enable asset managers and clients to assess exactly how their money has been invested and the results of the process. Performance measurement is a core part of the decision process providing essential information to several key stakeholders.

Performance return attribution is defined as quantifying the excess returns of the active decisions of the investment management process. In recent years the developments in performance measurement, standards, risk and attribution (particularly Fixed Income Attribution) have accelerated considerably. The Portfolio Performance Management & Attribution Analysis course brings all analysts, investors, risk managers and other stakeholders up to date with current developments.

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Who should attend?

This course is suitable for: 

  • Pension fund trustees
  • Portfolio managers
  • Senior management
  • Performance measurers
  • Risk controllers
  • Compliance staff
  • Sales and marketing staff and operations staff

Training content

During this course, you will: 

  • Understand the concept of performance measurement
  • Learn the different ways to derive returns (and why the results can vary)
  • Understand how cashflows affect returns
  • Analyze the principles of benchmarking
  • Ascertain why risk measurement and management are important and what the measures mean
  • Discern the role of attribution, the challenges in getting it right, and how it should be used
  • Understand the differences and difficulties of fixed income attribution
  • Learn the status and application of the different international performance measurement standards

Course documentation

You will receive comprehensive course notes as well as copies of the Excel spreadsheet exercises for use after the course.

Computer-based exercises

Delegates are required to bring their laptops to facilitate in-class studies and exercises.

Delegates should have a basic knowledge of Excel and are likely to have a basic working knowledge of the asset management industry and the main asset classes.

About Euromoney Learning

Euromoney Learning

At Euromoney Learning, we understand that learning doesn’t start and end when you leave the classroom. We know that the financial markets never stand still, and that technology has both simplified and added complexity at a break-neck pace. That’s why...

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