Performance Measurement Inhouse Course

The course explores all aspects of performance measurement including the calculation of returns, the impact of different benchmarks and adjusting performance for risk taken.

By the end of this course you will be able to:

• Calculate returns - money and time weighted
• Use different benchmarks to measure performance
• Calculate risk
• Apply portfolio attribution
• Understand and apply Global Investment Performance Standards
• Presenting performance

Who Should Attend

Professionals who need to understand and calculate financial performance from:

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

Teaching Method

1. 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.
2. Small groups (between 6-15 people) allow you to interact with the trainer and other participants and ask as many questions as you want.*
3. If required, you will receive some support after the course completion.
4. In order to help us establish your individual and business concerns you will be asked to fill pre-course questionnaire.
5. You will benefit from a comprehensive take away course documentation.