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Investment Performance Measurement

Eureka Financial
Course summary
12 hours
1,395 - 1,950 GBP excl. VAT
Part time
London, Online courses
Next available date: 03/11/2020 10:00 - Online courses
Professional Training

Course description

Investment Performance MeasurementDue to the current situation we now offer this programme also as a webinar on 3, 4, 5 Nov - 3 x 4.5 hrs sessions at 10 a.m. UK time

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Investment Performance Measurement - 2 day course in London

This course guides participants through an understanding of the fundamentals of investment performance measurement. Led by an expert instructor and former senior City banker, delegates will examine all aspects of performance measurement 

This practical two day training run by a former senior City banker has been designed for anyone who needs to understand the fundamentals of measuring investment performance. Learn about the evolution of the asset and wealth management industries including the lasted industry trends as well as some of the findings from behavioural finance. 

        Performance Measurement training course in London Learn more about this Investment Performance Measurement course - contact Eureka Financial here

        Suitability - Who should attend?

        This Investment Performance Measurement course is suitable for anyone wanting to understand the fundamentals of measuring investment performance. Candidates will likely work in:

        • Corporates
        • Business Valuation
        • Portfolio Management
        • Investment Management
        • Equity Sales & Research
        • Fund Management
        • Pension Funds
        • Insurance
        • Institutional Investors
        • Banking

        Performance Measurement training course with Eureka Financial Find out if this Performance Measurement training course is suitable for you - Request Information here

        Outcome / Qualification etc.

        By the end of this workshop, you will be able to:

        • Calculate money and time weighted returns
        • Understand the benchmarks and indices and use them to measure performance
        • Calculate and measure risk
        • Track errors in performance 
        • Apply portfolio attribution
        • Understand and apply Global Investment Performance Standards
        • Present performance results prepare reports

        Qualifications

        Successful completion of this Investment Performance Measurement programme earns Course Certificate

        Performance Measurement training course in London Learn more about outcomes resulting from this course - enquire here

        Performance Measurement training course content

        The main topics covered in the Investment Performance Measurement course are:

        • Calculating money and time weighted returns
        • Dealing with currencies and fees
        • Using benchmarks
        • Risk calculation
        • Portfolio attibution
        • Presenting performance
        • Global Investment Performance Standards (“GIPS”)
        • Market trends
        • Behavioural Finance

        Performance Measurement training course Request information here to find out more about this Performance Measurement training course

        Teaching method

        • The content of this course is highly practical and build around case studies and exercises to equip you with the financial statement reading and calculating skills set on completion. 
        • Small groups (between 6-15 people) allow you to interact with the trainer and other participants and ask as many questions as you want.*
        • If required, you will receive some support after the course completion. 
        • In order to help us establish your individual and business concerns you will be asked to fill pre-course questionnaire.
        • You will benefit from a comprehensive take away course documentation.

        Because of the practical nature of the course the number of places is limited and will be filled on first come, first accepted basis. We advise to book in advance in order to avoid disappointment.

        Expenses

          Online edition: Early Bird price £1395 + VAT,  regular price is £1695 + VAT. 5% discount for 2 and 10% for 3 people. 

          There is no VAT charge if you are based outside of the EU. 

          Course in London

          Early Bird £1700 + VAT, £2095 + VAT regular price. 5% discount for 2 and 10% for 3 people. 

          In-House Training

          If you have a team of 4 or more this course can be customised and organised in-house at your convenience.

          Performance Measurement training course in London Learn more about the cost of this course and in-house training options - contact Eureka Financial here 

          About provider

          Eureka Financial - Financial Training, Leadership & Management Development Courses

          Eureka Financial - Expert in Banking and Finance, Regulatory, Risk and Wealth Management Training.

          Eureka Financial is a provider of banking, finance, regulatory, risk and wealth management training courses. We also offer some business management and soft skills training programmes. Based in London, UK, we organise public courses in London as well as tailored in-house...


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          Contact info

          Eureka Financial

          22 A St Jame's Square
          SW1Y 4JH London

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          www.eurekafinancial.com

          Reviews

          Average rating 5

          Based on 7 reviews

          M.V., Performance Reporting Analyst, SEI Investments
          (5)
          It really exceeded my expectations. Would love to know and attend more.
          J.D., Analyst, Genesis Investment Management
          (5)
          Really informative and helpful. I really enjoyed working through the practical examples in Excel.
          J.H., Director, Wide Growth Investments, Hong Kong
          (5)
          Very informative and interactive. The trainer is very experienced and has a wealth of knowledge.
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