CFA Institute has approved these programs, offered by The Spaulding Group, for 12 CE credit hours per course. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.

Fundamentals PARTIAL AGENDA

  • BACKGROUND
  • RATES OF RETURN
  • BENCHMARKS
  • RISK
  • ATTRIBUTION
  • PERFORMANCE PRESENTATION STANDARDS
  • THE INVESTMENT PERFORMANCE MEASUREMENT PROFESSIONAL/ THE INVESTMENT PERFORMANCE MEASUREMENT ORGANIZATION

In addition to receiving a student guide that contains the details of the class presentation, each student receives supporting reference material to take back with them, including:

  • A complimentary copy of The Handbook of Investment Performance Measurement: A user’s Guide, Second Edition by David Spaulding, CIPM (TSG Publishing, 2011)
  • Performance Attribution and RiskMeasurement Reference Guide, a handy pocket reference.
  • A copy of the GIPS standards and because this is a hands-on class, you’ll receive a calculator too!

Course Content:
This two-day course builds upon David Spaulding’s popular book Measuring Investment Performance, (out-of-print) published by McGraw-Hill.

Upon completion of this course you will earn 
15 CPE Credits and/ or 12 PD Credits

Attribution PARTIAL AGENDA

  • WHAT PERFORMANCE MEASUREMENT ATTRIBUTION IS AND HOW IT’S USED
  • CONTRIBUTION
  • EQUITY ATTRIBUTION
  • GEOMETRIC VS. ARITHMETIC
  • HOLDINGS VS. TRANSACTIONS-BASED
  • FIXED INCOME ATTRIBUTION
  • CURRENCY ATTRIBUTION
  • OTHER ATTRIBUTION CONCEPTS
  • LINKING
  • USING THE RESULTS
  • OTHER FACTORS TO CONSIDER
  • FINDING AN PERFORMANCE MEASUREMENT ATTRIBUTION SYSTEM
  • THE FUTURE OF PERFORMANCE MEASUREMENT ATTRIBUTION

In addition to receiving a student guide that contains the details of the class presentation, each student receives supporting reference material to take back with them including:

· A Performance, Attribution and Risk Measurement Reference Guide, a handy pocket reference.
· Copies of selected articles from The Journal of Performance Measurement®.
· and because this is a hands-on class, with student exercises, you’ll receive a calculator too!

Upon completion of this course, you will earn 
15 CPE Credits and/ or 12 PD Credits

The Spaulding Group 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 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.