Performance Evaluation and Attribution
( 25 Modules )

Module #1
Introduction to Performance Evaluation and Attribution
Overview of the importance of performance evaluation and attribution in investment management

Module #2
Types of Performance Metrics
Discussion of different types of performance metrics, including returns, risk-adjusted returns, and style-based metrics

Module #3
Return Calculations
In-depth review of return calculation methods, including time-weighted and money-weighted returns

Module #4
Risk Metrics
Examination of various risk metrics, including standard deviation, beta, and value-at-risk (VaR)

Module #5
Attribution Analysis
Introduction to attribution analysis and its role in performance evaluation

Module #6
Attribution Models
Review of different attribution models, including Brinson-Fachler and Macro-Attribution models

Module #7
Fixed Income Attribution
In-depth look at attribution analysis for fixed income investments

Module #8
Equity Attribution
In-depth look at attribution analysis for equity investments

Module #9
Multi-Asset Attribution
Discussion of attribution analysis for multi-asset portfolios

Module #10
Performance Evaluation for Active Managers
Examination of performance evaluation methods for active managers, including benchmark-relative and absolute return approaches

Module #11
Performance Evaluation for Passive Managers
Examination of performance evaluation methods for passive managers, including tracking error and information ratio

Module #12
Benchmarks and Customization
Discussion of benchmark selection and customization for performance evaluation

Module #13
Performance Fees and Incentives
Examination of performance-based fees and incentives for investment managers

Module #14
Governance and Oversight
Importance of governance and oversight in performance evaluation and attribution

Module #15
Data Quality and Integrity
Discussion of the importance of data quality and integrity in performance evaluation and attribution

Module #16
Regulatory Considerations
Overview of regulatory requirements and guidelines for performance evaluation and attribution

Module #17
Performance Presentation and Reporting
Best practices for presenting and reporting performance evaluation and attribution results

Module #18
Case Study:Performance Evaluation of an Active Equity Manager
Practical application of performance evaluation and attribution concepts to an active equity manager

Module #19
Case Study:Performance Evaluation of a Fixed Income Manager
Practical application of performance evaluation and attribution concepts to a fixed income manager

Module #20
Case Study:Performance Evaluation of a Multi-Asset Portfolio
Practical application of performance evaluation and attribution concepts to a multi-asset portfolio

Module #21
Advanced Topics in Attribution Analysis
Discussion of advanced topics in attribution analysis, including scenarios, stress testing, and ESG considerations

Module #22
Performance Evaluation and Attribution in Alternative Investments
Examination of performance evaluation and attribution for alternative investments, including private equity and hedge funds

Module #23
Industry Trends and Best Practices
Overview of industry trends and best practices in performance evaluation and attribution

Module #24
Technology and Performance Evaluation
Discussion of the role of technology in performance evaluation and attribution, including data analytics and visualization tools

Module #25
Course Wrap-Up & Conclusion
Planning next steps in Performance Evaluation and Attribution career

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Performance Evaluation and Attribution ( 25 Modules )

Performance Evaluation and Attribution
( 25 Modules )