FUNDAMENTALS OF PERFORMANCE MEASUREMENT & ATTRIBUTION WORKSHOP
This practical course is designed to give a thorough understanding of the fundamentals of performance measurement, ranging from basic return calculation, benchmarks, risk-adjusted performance measurement, and attribution techniques to the Global Investment Performance Standards (GIPS®).
- February 27-28, 2017 // San Francisco, CA
- May 17-18, 2017 // Boston, MA
Participants will learn:
- Key drivers of performance measurement
- Different ways to derive returns (and why results vary)
- Principles of benchmarking
- Meaning & importance of risk management and control
- Requirements to obtain & maintain compliance with GIPS
Who Should Attend?
- Portfolio Managers
- Performance Analysts
- Risk Controllers
- Compliance Officers
- Sales and Marketing Professionals
- Operations Analysts
- Portfolio Accountants
Prerequisites: Basic knowledge of Excel spreadsheets. No Advanced Preparation Required.
Program Level: Intermediate
Delivery Method: Group-Live
If possible, participants should bring their own laptop with excel loaded. Attendees will be asked to work in teams of two or three on Excel based practical exercises.
Conference participants may earn up to 16 CPE Credits in Statistics & Regulatory Ethics.
Carl Bacon joined StatPro Group plc as Chairman in April 2000. StatPro provides sophisticated data and software solutions to the asset management industry. Carl is also the founder of the Freedom Index Company and runs his own consultancy business providing advice to asset managers on various risk and performance measurement issues.
Prior to joining StatPro Carl was Director of Risk Control and Performance at Foreign & Colonial Management Ltd, Vice President Head of Performance (Europe) for JP Morgan Investment Management Inc., and Head of Performance for Royal Insurance Asset Management.
Carl holds a B.Sc. Hons. in Mathematics from Manchester University and is an executive committee member of Investment-Performance.com. A founder member of both the Investment Performance Council and GIPS®, Carl is chair of the GIPS Executive Committee, chair of the Verification/Practitioner Sub-Committee, and is a member of the Advisory Board of the Journal of Performance Measurement.
Carl is the author of “Practical Portfolio Performance Measurement & Attribution” and “Risk-adjusted Performance Measurement” both part of the Wiley Finance Series, and editor of “Advanced Portfolio Attribution Analysis.”
Refunds and Cancellations: Requests for refunds must be received in writing, and will be subject to a $100 cancellation fee. For more information regarding refund, complaint and/or program cancellation policies, contact our office at 541-857-8800.
ADVANCED PERFORMANCE MEASUREMENT & ATTRIBUTION WORKSHOP
Once a year, we offer an additional intensive master class for investment professionals and other key players in the investment chain who wish to increase their technical knowledge and gain a detailed understanding of all aspects of performance return attribution. Click here for more information.
- May 19, 2017 // Boston, MA
Ashland Partners & Company LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.