Improve decision-making by breaking down the drivers of investment returns

Why Attend?

Understanding and measuring investment performance is essential for those involved directly in investment management or in a fund manager selection. This is particularly true in today’s difficult and competitive financial markets. This brand-new well-timed course focuses on listed equity and private equity investment performance measurement, with a specific focus on funds. The techniques are equally applicable to other asset classes and to individual investments. The course also highlights key weaknesses inherent in established processes and how to understand and mitigate them. The course will include case studies and class exercises throughout to reinforce learnings. 

Benefits Of Attending 

• Make better-informed investment decisions 

• Understand what is really happening in your investment funds 

• Avoid common evaluation pitfalls and safeguard your financial interest  

Learning Objectives

• Fund types, how they have evolved, and the techniques employed to measure their performance 

• Key difference between listed equity and private equity performance measurement, what investors expect of their funds and how mixing these techniques could add value to investment decision making 

• Absolute and relative performance measures, benchmark selection, performance attribution, risk adjusted performance and peer comparison. Total return, time weighted return and money-weighted return calculations 

• Challenges and limitations to methodologies and how to mitigate them 

• The Global Investment Performance Standards (GIPS)  

Who Should Attend

• Investment Managers 

• Asset allocators 

• Fund marketing executives 

• Middle and back-office employees involved in fund support roles 

• Employees transferring to roles within investment management, from within or outside their organisation 

• Financial regulators 

• Private investors in funds 

Course Information

Registration will be at 08:30 on Day One. The course will commence at 09:00 and end at 14:30. There will be breaks for refreshments and lunch will be served at the end of each day’s session (for in-person delegates). 

Delivered by Jonathan

Jonathan Harrison is an investment specialist with over 25 years of experience in the institutional fund management and investment banking sectors. His experience spans both public and private equity. Jonathan understands not just company analysis, but portfolio construction and measurement through the investment cycle, including the importance of exit strategy and timing. Having worked through numerous business and economic cycles, and a variety of developed and emerging market crises, he has experience of managing investments in difficult environments as well as in good times. Jonathan has a master’s degree from Edinburgh University. He is fluent in several languages and has provided training courses in both English and French to clients across the world. 

Certified by IFF

The International Faculty of Finance is one of the world’s leading specialist financial training organisations. Providing participants in the global financial markets with intensive technical training programmes designed to help them succeed on the global stage. Established in 1991 we have grown our business internationally and now deliver services both in person and virtually globally.

Run this course in-house

For over 29 years, Informa Connect Academy’s customised training solutions have helped organisations deliver tailored learning in different languages to suit every requirement