20th Annual – P Group Investment Performance Online Training Courses – 2021

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FORUM
20th Annual - P Group InvestmentPerformance Online Training Courses – 2021
ONLINE WORKSHOP 1 : 21ST - 22ND SEPTEMBER | ONLINE WORKSHOP 2 : 28TH - 29TH SEPTEMBER, 9:00AM – 12:00 PM AEDT
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About The Event
Carl Bacon will again be facilitating the P Group Training Courses, incorporating material developed for similar courses he has run throughout Europe, the US & Asia. This course is designed as an intensive masterclass for“ Investment Professionals and other key players who wish to increase their technical knowledge and gain a broader understanding of the complete range of risk-adjusted performance measures.”
Workshop 1 : Introduction to Performance Measurement & Attribution

Carl Bacon will again be facilitating the P Group Training Courses. This course is designed as an introduction to new performance analysts and for those requiring a refresher of the basic principles

WORKSHOP 2 : Risk-adjusted Performance Measurement

An intensive masterclass for Investment Professionals and other key players in the investment decision process who wish to increase their technical knowledge and gain a broader understanding of the complete range of risk-adjusted performance measures.

An intensive masterclass for“ Investment Professionals and other key players who wish to increase their technical knowledge and gain a broader understanding of the complete range of risk-adjusted performance measures.”

Workshop Leader
Learn speakers and workshop details of the Investment Performance Training Courses – 2021
Carl Bacon
Chief Adviser, Confluence (UK)

Workshop Leader:

CARL BACON 
CIPM Chief Adviser, Confluence (UK). Founder Freedom Index Company, UK

Carl Bacon will again be facilitating the P Group Training Courses, incorporating material developed for similar courses he has run throughout Europe, the US & Asia.
Carl Bacon CIPM joined StatPro Group plc as Chairman in April 2000. StatPro is a platform for Portfolio Analytics, Valuation, Reporting and Research for the investment community. Carl also runs his own consultancy business providing advice to asset managers on various risk and performance measurement issues.
Prior to joining StatPro Carl was Director of Risk Control and Performance at Foreign & Colonial Management Ltd, Vice President Head of Performance (Europe) for J P Morgan Investment Management Inc., and Head of Performance for Royal Insurance Asset Management.

Carl holds a B.Sc. Hons. in Mathematics from Manchester University and is a member of the Advisory Board of the Journal of Performance Measurement. A founder member of both the Investment Performance Council and GIPS®, Carl is a member of the GIPS Executive Committee, and ex-chair of both the Verification and Interpretation sub-committees and founder of “The Freedom Index Company”.

Carl is also the author of “Practical Portfolio Performance Measurement & Attribution” part of the Wiley Finance Series, “Practical Risk-adjusted Performance Measurement”, numerous articles and papers and editor of “Advanced Portfolio Attribution Analysis”.

Online Workshop 1: Introduction to Performance Measurement & Attribution
SESSION 1 : 21st September, 9:00am – 12:00 pm AEDT
SESSION 2 : 22nd September, 9:00am – 12:00 pm AEDT

Course objective
This course is designed as an introduction to new performance analysts and for those requiring a refresher of the basic principles
Pre-requisites
Participants will be required to have a basic knowledge of how to use Excel spreadsheets

Course agenda
Introduction

  • What is performance measurement?
  • Basic Calculations
  • Currency effect
  • Time Weighted or Money weighted?
  • The evolution of return methodologies
  • Practical exercise
    (Return calculations for an Emerging Markets portfolio)
  • The timing of cash flows

Basic Attribution

  • Attribution as a management tool
  • The Brinson Models
  • Geometric Attribution
  • Practical exercise
    (Be a portfolio manager for a year attribution exercise)
  • <%

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