Name: Training
SKU: 10394
Availability: InStock

$1,795.00 – $3,590.00

These courses will provide all attendees with a core grounding in the tools and techniques used to calculate investment performance. Students will be taken through practical examples and given ample opportunity to form specific questions.

Training Type
Training Locations	Clear

SKU: N/A Categories: Fundamentals of Performance Measurement, Training Tag: performance measurement a

Description
Additional information

Description

Fundamentals of Performance Measurement and Performance Measurement Attribution

(scroll down for agendas)

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.

Additional information

Training Type

Fundamentals of Performance Measurement, Performance Measurement Attribution, Fundamentals and Attribution

Training Locations

Fundamentals – Boston, MA, May 19-20, 2020, Attribution – Boston, MA, May 21-22, 2020, Both – Boston, MA, May 19-22, 2020, Fundamentals – Montreal, QC, July 21-22, 2020, Attribution – Montreal, QC, July 23-24, 2020, Both – Montreal, QC, July 21-24, 2020, Fundamentals – Chicago, IL, August 11-12, 2020, Attribution – Chicago, IL, August 13-14, 2020, Both – Chicago, IL, August 11-14, 2020, Fundamentals – San Diego, CA, November 17-18, 2019, Fundamentals – New Brunswick, NJ, December 8-10, 2020, Attribution – New Brunswick, NJ, December 10-11, 2020, Both – New Brunswick, NJ, December 8-11, 2020

Description

Fundamentals of Performance Measurement and Performance Measurement Attribution

Fundamentals PARTIAL AGENDA

Attribution PARTIAL AGENDA

Additional information

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Performance Measurement Attribution – Virtual Training (ALL 4 Modules)

Performance Measurement Attribution – Virtual Training (Module 2 – Equity Attribution, Day 2 & Fixed Income Attribution)

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