The Course

How should we structure portfolios to best meet investment objectives and the client mandate?   What is the practical significance of time weighted v. money weighted return?   How should we treat cash and what is the impact of corporate actions?    How do external measures and risk affect our view of investment performance?    These questions and many others are dealt with in this thought-provoking and intensive seminar.  A wealth of examples and discussion material are provided to ensure a lively two days.

Who Should Attend the Course? 

The course has been designed for:

Investment Operations/Administration management and staff

IT management and staff

New entrants and trainees

What will Delegates Gain from the Course?

A comprehensive introduction to the major issues affecting portfolio strategy and performance

An improved ability to communicate effectively on policy and performance measurement and related systems issues with colleagues in their own and other departments