Performance Measurement and Attribution Analysis (In-house)

LEORON Professional Development Institute
Training overview
Corporate / Group Training
3 days

Start dates
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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.

Who should attend?

This course has no prerequistites

Training 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

Certification / Credits

This programme is worth 21 NASBA CPE credits

Why choose Leoron?

LEORON has worked with some of the largest companies in the World - but importantly we care about the individual. Through our Customer Happiness Team we ensure that everyone who attends a LEORON course has the support before, during and after to ensure their training needs are met.

We offer the highest level of training delivery, whether that be in our live-virtual training or in-classroom sessions, with our expert instructors guiding you through everything so that you’re left feeling assured and confident to utilize your new knowledge going forward.

About Leoron

LEORON Professional Development Institute

LEORON is the fastest growing global training institute in the World, having evolved over the past 11 years into a dominant training institute that offers a comprehensive set of training and development solutions to both individuals and businesses. Our locations...

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LEORON Professional Development Institute


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