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Performance Measurement and Attribution Analysis (In-house)

LEORON Professional Development Institute
Course summary
3 days
3,290 USD excl. VAT
Next available date: Enquire for details - Worldwide
Corporate Training for Teams

Course Description

Performance Measurement and Attribution Analysis (In-house)

Two of the most critical components in the portfolio management process are performance measurement and attribution analysis. As the investing community grows in awareness and maturity, this topic grows in importance. Attribution analysis is so important because it can help in the identification and quantification of the factors beyond any abnormal return, regardless of whether it is positive or negative. This can help answer questions such as was the portfolio managers performance skillful or lucky. This analysis is done over time with Excel spreadsheets in order to follow many different factors that could affect stocks.

In this intense course, participants will get hands-on practice in the application of performance measurement and attribution analysis to ten different, hypothetical funds. The funds will be structured to have many the same complications that are faced in real life. Because of this, participants should be able to use the models to apply all concepts they have learned after completing the programme. Participants will start building models up from nothing using Excel. All participants should bring a laptop.

Suitability - Who should attend?

This course has no prerequistites

Outcome / Qualification etc.

This programme is worth 21 NASBA CPE credits

Training Course Content

Some of the take-aways from this programme are:

  • Understand different advanced Excel formulas and tools
  • Building models from scratch and customize models to your needs
  • Visualize and model the performance measurement cycle
  • Build solid Equity attribution and GIPS models
  • Have control cells that change the outcome of the whole model


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The Partners for Quality Award recognizes an Employer providing support to an individual where there was a significant benefit to the Division or Society. LEORON institute was granted the prestigious award for their continued promotion of Organizational Excellence through training courses that are directly related to quality improvement techniques and methodologies they provide while promoting the values and mission of ASQ Quality Management Division.


Provider: LEORON Professional Development Institute


Built upon the strong experience in the manufacturing sector, which its founders developed in Sweden during the 90’s global expansion, LEORON evolved into the dominant training institute that offers a comprehensive set of training and development solutions. All across the...

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