Investment Performance Measurement, Attribution & Risk | Master Investment Performance Reporting with Hands-On Workshop (London, United Kingdom - December 1-2, 2025)

Dublin, Aug. 29, 2025 (GLOBE NEWSWIRE) -- The "Investment Performance Measurement, Attribution & Risk (London, United Kingdom - December 1-2, 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.

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:

Operations StaffStaff wishing to move into Performance Analyst rolesDatabase ManagersFund Managers'Sell Side' Supplier staff requiring a better knowledge of users' Performance requirementsPortfolio ManagementInvestment ManagementEquity Sales & ResearchPension FundsInsuranceInstitutional InvestorsBanking

What will you learn

Calculate returns and use key metricsUnderstand the benchmarks and indices and use them to measure performanceCalculate and measure riskTrack errors in performanceApply portfolio attributionUnderstand and apply Global Investment Performance StandardsPresent performance results and prepare reports

Key Topics Covered:

Performance ReturnsAnnualised vs Cumulative ReturnsImpact of FeesCurrency impactBenchmarkingContribution AnalysisGIPSPerformance AttributionEquity Attribution - 'Top Down', Single PeriodEquity Attribution - 'Bottom Up' Alternative, Single PeriodIntroduction to Multi-Currency AttributionEx-Post and Ex-Ante RiskStatistical ConceptsEx-Post - Key Absolute MeasuresEx-Post - Key Relative Measures

For more information about this training visit https://www.researchandmarkets.com/r/9075m6

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