Investment Performance Measures & Risk

Investments carry a variety of market-oriented risks and measuring their performance combines return calculation with risk assessment to evaluate how efficiently portfolios generate returns. Frontline executives should be aware of the nature of those risks, while dealing with clients’ funds and adjust measures to allow meaningful comparisons across investments with different risk profiles, supporting informed decision-making and performance evaluation.

Course Objectives:

• Performance measurement methods
• Excel workings on computation of returns
• Awareness of investment risks
• Sensitization on ways of risk mitigation

 Target Audience:

• Frontline executives interacting with clients
• Mid-level; even juniors can attend for sensitization
• Operations / compliance / other executives can attend for sensitization

Modules (Includes Case Studies):

 Investment performance measures

• • GIPS
  • Computation
  • Ratios
  • Benchmark
  • Excel workings 

• Investment risks
  • Types of risks
  • Volatility
  • Credit
  • Mitigation

To follow the course, please quote the reference when registering for the course.  click here to register

All sections (including feedback) must be completed to obtain the certificate of attendance.

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