This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

25 - 27 November 2024

In Person or Live Digital

25 - 27 November 2024

In Person or Live Digital

Analysing Investment Performance

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

Sign Up now for Analysing Investment Performance training course

Make better-informed investment decisions.

Why Attend?

  • Identifies and addresses weaknesses inherent in established processes
  • Newly introduced course tailored to the current industry landscape
  • Specifically focuses on measuring investment performance in listed equity and private equity, with a dedicated emphasis on funds
  • Incorporates real-world case studies and interactive class exercises

Benefits Of Attending

  • Crucial for individuals involved in investment management or selecting fund managers
  • 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


Run this course in-house

International Faculty of Finance’s customised training solutions have helped organisations deliver tailored learning in different languages to suit every requirement.

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.