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Investment performance measurement training

investment performance measurement training

The class is conducted over two full days. This course on the fundamentals of investment performance measurement provides all attendees with a grounding in the tools and techniques used to calculate investment performance. StatPro provides sophisticated data and software solutions to the asset management industry. Accept Privacy Policy. We had a chance to apply each section of the programme while working on a case study.

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The CIPM designation develops an individual’s skills in risk evaluation, manager selection, and investment reports based on accountability. The investment management industry recognized the need for growth in the regulation of investment investment performance measurement training assessments. This led to the creation of a series of industry standards used by investment managers which were grouped together under the Global Investment Performance Standards GIPS. Because of the use of GIPS as a benchmark within the industry, the CFA Institute decided to create the Certificate in Investment Performance Measurement designation as a way of accrediting financial professionals in this field. The CIPM signifies a professional’s competency in the evaluation of the investment performance of investment firms. CIPM holders are certified in discerning different investment reporting methods, and in measuring and evaluating risk. The ultimate goal of the CIPM designation is to make better investment decisions and maximizing investors’ value by measuring and disclosing performance results, evaluating investment managers, and assessing investment products.

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investment performance measurement training
A spate of articles and books about return on investment has appeared during the past two or three years. Improving company earnings in relation to the capital used to generate those earnings has become a matter of great concern to many top financial and general managers. Their concern is not surprising. About three years ago, […]. And, of course, as capital costs increase, so must the return on capital employed, for if a company cannot earn a return on invested funds that is in excess of the cost of those funds, the company is not economically profitable.

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Lunch is always provided in the venue. Strategic Measurejent Allocation and Portfolio Management Trainer Paul has over 25 years asset management industry business consultancy and professional training experience. All our programmes are taught by senior specialists who have spent many years in their respective sectors, working as senior managers and head of departments, so they understand very well the market and the challenges you are facing. About us. This is a comprehensive, hands-on business introduction to the concepts and application of Investment Performance Reporting, Equity Attribution and Ex-Post Risk. Also, if you have attended and recommended us to a friend, both you and your friend will receive a special discount. An in-depth discussion of both approximation and exact time-weighting methods, with examples and exercises An introduction to the internal rate of return and its different approaches.

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