Key market opportunities include enhancing skills in investment performance reporting, risk measurement, and portfolio attribution. Participants with a firm grasp of securities and valuation reporting can leverage these skills for advanced performance analysis and client reporting in a competitive financial landscape.
Dublin, Aug. 25, 2025 (GLOBE NEWSWIRE) — The “Investment Performance Measurement, Attribution & Risk (ONLINE EVENT: October 15-17, 2025)” training has been added to ResearchAndMarkets.com’s offering.
This is a comprehensive, hands-on business introduction to the concepts and application of Investment Performance Reporting, Equity Attribution and Ex-Post Risk. Although it includes brief coverage of Fixed Interest Attribution, Multi-Currency Attribution and Ex-Ante Risk, each of these more complex applications is given separate, dedicated one-day coverage in other workshops.
The workshop includes numerous case studies which work from raw data. It also includes coverage of the data management implications of Performance and Attribution implementations.
By attending this workshop you will gain an understanding of Performance, Attribution and Risk to allow you to follow through from Portfolio Valuation to Performance Report. In addition, you will be able to take the applications forward to ‘get to the next stage’ performance analysis, client reporting and user problem solving.
Investment Performance, Attribution and Risk are complex topics. Each includes concepts distinct from, for example, Investment Reporting, Accounting or Fund Pricing. Accordingly, a simple spreadsheet as a guide is made available for prospective attendees pre-workshop to attempt and gain initial familiarity with key concepts.
Learning Outcomes:
By the end of the course you will be able to:
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Calculate returns and use key metrics
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Understand the benchmarks and indices and use them to measure performance
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Calculate and measure risk
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Track errors in performance
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Apply portfolio attribution
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Understand and apply Global Investment Performance Standards
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Present performance results and prepare reports
Who Should Attend:
This Investment Performance Measurement, Attribution and Risk course should be attended by professionals who need to understand and calculate financial performance from the following types of institutions and departments: