Investment Performance Evaluation

Investment Performance Evaluation

Course Duration:


Start Date:

Mar 8, 2023



End Date:

Mar 10, 2023



About the Course:

This is a comprehensive and specialised course that is designed to address one of the most integral and critical parts of the investment management process. The course would cover the three primary components of investment performance evaluation, namely: performance measurement, performance attribution and performance appraisal with the ultimate goal of improving investment decision-making.

Course Outline

  • Overview of performance evaluation
  • Performance measurement
  • Performance attribution
  • Risk evaluation
  • Performance appraisal
  • Overview of manager selection
  • Investment performance presentation and Reporting

Target Audience

  • Financial & equity analysts
  • Investment advisors
  • Performance analysts
  • Portfolio & asset managers
  • Pension fund managers & custodians
  • Private and institutional investors
  • Regulators

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