Rates of Return 101

The Spaulding Group
Training overview
1 day
995 USD
Next start date: Contact The Spaulding Group for future dates. - New Brunswick
Classroom / Public

Course description

Rates of Return 101

Rates of Return 101 - 1 day Training Course

This intensive Rates of Return course from the Spaulding Group will give participants a full understanding of Rates of Return. The techniques taught during this course will be demonstrated using a number of case study examples, making them as applicable and understandable as possible, so that participants will be able to apply their knowledge to their own industry as soon as they have completed the course.

Training Content

  • Time-Weighting vs. Money-Weighting

  • Approximate Time-Weighted Methods

    – Mid-point Dietz
    – Modified Dietz
    – Modified BAI
  • Exact Time-Weighted Methods

    – True daily
    – Unit value
  • Approximate Money-Weighted Methods

    – Modified Dietz
  • Exact Money-Weighted Methods

    – Internal rate of return
  • Sub-Portfolio Rates of Return

  • Multi-Period Rates of Return

  • Cumulative Rates of Return

    – Why we geometrically link
  • Annualized Rates of Return  

  • Accruals vs. Cash Basis

    – Why we accrue interest and dividends
    – How to accrue for dividends
  • Making Sense of Nonsensical Results

  • What Performance Analysts Should Be Doing Beyond Just Reporting The Numbers

  • What Kinds of Things Should We Be Looking for?

    – Misfit
    – Style drift
  • The Role of Performance Analysts at Other Organizations 


The cost of this course is $995 per participant.

About The Spaulding Group

Since 1990, The Spaulding Group has been one of the most influential performance measurement services firms in the investment industry. Solely focusing on the money management industry, Spaulding is unlike other firms that support a variety of industries.  There is...

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Contact info

The Spaulding Group

33 Clyde Road
08873 Somerset New Jersey

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