Investment Performance Measurement

Eureka Financial
Course summary
Professional Training
12 hours
1,720 GBP excl. VAT
Part time
Professional Training
Course Dates
Online courses
1,720 GBP

Online courses
1,720 GBP

Course description

Due to the current situation we now offer this programme as a virtual classroom split into 3 x 4.5 hrs sessions on 17-19 Oct & 7-9 Dec 2022. All sessions starting at 10 a.m. UK time


Investment Performance Measurement 

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

        You may be also interested in our

        • Strategic Asset Allocation & Portfolio Management - 7-9 Nov 2022
        • Corporate Valuation - in-company only

        and other corporate finance courses. 

        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


        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.


          Online edition: Early Bird price £1720 + VAT,  regular price is £1950 + VAT. 5% discount for 2 and 10% for 3 people. 

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

          Register for any 2 of our public courses at the same time and save extra £100 (in total, not per course).  

          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 - 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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          Average rating 5

          Based on 7 reviews.

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