Fund Performance Measurement, Attribution Analysis & GIPS Excel modelling
This rigorous three-day workshop provides hands-on experience of applying performance measurement and attribution analysis to different hypothetical funds. The sessions are structured to simulate a variety of real-life complications that participants face on a daily basis. The intention is to teach delegates how to apply all concepts and by using the models provided, achieve competence by the end of the course. Because of this, the models are built from the ground up where the data required for the analysis will be tabled.
From there they move all the way through the performance measurement process, using advanced Excel tools and formulas. All models will have control points where performance reports can be retrieved for different months on a dynamic basis. Building and securing databases is an intrinsic part of this workshop.
DOWNLOAD COURSE BROCHURE
- Lectures 0
- Skill level All level
- Language English
- Assessments Self