Performance Attribution Online Course

About

This short course will enable you to understand the major tools and techniques of return attribution on both equity and fixed income portfolios. After completing this course, you will feel more confident in your attribution conversations with clients and colleagues.

Ideal for experienced portfolio managers and relationship managers. This course is not suitable for those who have already undertaken or are undertaking the Certificate in Investment Performance Measurement (CIPM®) Program.

Gain technical skills
Develop your performance measurement and evaluation skills

Certificate of completion
Receive a certificate of completion upon finishing course

Online self-paced course
10-15 hours to complete

What You'll Learn:
• Understand and utilize models of return attribution
• Identify appropriate benchmarks for performance appraisal
• Explain the correct use of custom or ‘strategy’ benchmarks
• Apply specialist attribution techniques to fixed income portfolio

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This product is intended for

• Wealth Manager
• Portfolio Manager
• Investment Analyst
• Equity Analyst
• Financial Analyst
• Asset Manager
• Asset Management Specialist
• Private Wealth Manager
• Investment Manager
• Asset Management Analyst