Performance Measurement and Attribution Analysis for Financial Planners and Relationship Managers

IMS Proschool
In Mumbai

Rs 7,000
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Important information

  • Course
  • Mumbai

Important information

Where and when

Starts Location
On request
67, Jayant Building, Jain Hostel Road, Near Sion circle, Sion – west, Mumbai, 400022, Maharashtra, India
See map

Course programme

We can design and deliver programs based on your specific requirements. While developing the content we keep in mind your business needs, the profile of participants and the market place they operate in. The case studies, the training material and the delivery are customized to suit your requirements to ensure relevance and interest for the participants. Sessions involve participant’s interactions via role plays, presentations thereby encouraging the participants to apply their learning in a simulated environment.

* Performance Measurement Fundamentals
* Measuring Returns earned by portfolios
* Money-Weighted Return
* Time-Weighted Return
* Multi period Return
* Adjusting Returns for Impact of Fees and Taxes
* Measuring Relative Return
* Practice Problems on Excel
* Risk Analysis
* Absolute Risk
* Relative Risk
* Measuring Risk and Return Efficiency
* Absolute Risk – Adjusted Return
* Downside and Relative Risk- Adjusted Return
* Attribution Analysis
* Performance Attribution
* Currency and Derivative Impact on Portfolio Performance
* Contribution Analysis
* Attribution and Management Decision Making

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