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

5.0 (7 Reviews)

Eureka Financial

Professional Training

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Course description

Due 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.

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

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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

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

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

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.

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

About provider

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...