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Performance Measurement and Attribution
TBC, Online
TBC, Online

Explore the latest financial option products and their risks

A three day practical training course


We can customise it to meet your specific training requirements and deliver it face-to-face or digitally. Contact Leigh Kendall for more information.

Performance measurement and attribution training course

Learn how to

  • Understand the differences between money-weighted and time-weighted returns and which to use
  • Know what constitutes a good benchmark and appropriate customisation calculations
  • Apply attribution analysis including fixed income, multicurrency and derivative instruments
  • Master the full range of risk-adjusted performance measures including those suitable for hedge funds
  • Tackle the latest developments in performance standards

Case studies and practical sessions

  • Calculate a range of time-weighted and money-weighted returns
  • Calculate a range of customised indices
  • Calculate basic attribution effects
  • Debate and resolve firm definition, composite allocation and discretion issues for a fictitious large global asset management firm
  • Calculate a range of risk-adjusted performance measures
  • Analyse and interpret fixed income attribution using the Van Breukelen method

Key information

Dates: Please contact Customer Services

Venue: Virtual classroom

Course Leader: Carl Bacon, Performance Measurement Specialist

Course Fee: £2999.00 + VAT @ 20%  = £3598.80

Why choose IFF

TRACK RECORD – TRACK RECORD – we have been delivering expert training to the banking, finance and energy sectors since 1991

INNOVATION – our courses are continually reviewed so you can be sure they are focusing on the most current issues

KNOWLEDGE – all of our trainers are highly experienced practitioners and leading subject matter experts so you can be confident you are learning from the very best

SMALL CLASS SIZES – to aid learning and increase your personal interaction with the trainer

VALUE – we provide a practical training experience with skills that can be used immediately to gain a tangible return on your investment

ACCREDITATION – we are accredited by the British Accreditation Council (BAC)

Melinda Arend

Performance Analyst


The content was very useful because it wasn't all theoretical. Very good teacher, explains the topic very well.

Proud to partner

IFF is the official learning partner of FundForum (the world's #1 global investment management event). Find out more about FundForum's events, articles and interviews.

CPD Certified

Engaging in Continuing Professional Development ensures that both academic and practical qualifications do not become out-dated or obsolete; allowing individuals to continually ‘up skill’ or ‘re-skill’, regardless of occupation, age or educational level. This course has been assessed and is CPD certified.