Portfolio Performance Measurement & Attribution Analysis

Have you ever wondered how some portfolio managers can accurately evaluate performance and pinpoint the sources of returns, while others struggle with mountains of data without drawing clear conclusions? Measuring portfolio performance and analysing returns has become an essential skill for understanding investment effectiveness and making well-informed strategic decisions.

LPC Training’s Portfolio Performance Measurement & Attribution Analysis programme offers an intensive five-day training experience. You will learn how to calculate returns precisely, select suitable benchmarks, apply risk-adjusted performance techniques, and analyse the contribution of asset allocation and security selection to overall results, with a focus on multi-asset and multi-currency portfolios, including fixed income and derivatives.