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About This Course

This course will cover commonly used models of return attribution, performance benchmarking and specialist techniques for fixed income portfolios. After completing this course, you will feel more confident in your attribution conversations with clients and colleagues.

This course is not suitable for those who have already undertaken or are undertaking the Certificate in Investment Performance Measurement (CIPM®) Program.

What You Will Learn

Upon completion of this course you will be able to:

  • understand and utilize models of return attribution.
  • identify appropriate benchmarks for performance appraisal.
  • explain the correct use of custom or ‘strategy’ benchmarks.
  • apply specialist attribution techniques to fixed income portfolio.

Topics Covered

  • Return Analysis & Performance Measurement
  • Fixed Income Investments
  • Active Management
  • Portfolio Optimization & Rebalancing
  • Investment Products & Asset Classes
  • Investment Management Strategies

Related

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mountain

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Expert

mountain

Online Course

Course Name

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Level

mountain

Online Course

Course Name

Short description text should go here, but try to be concise. This text will be hidden after three lines but will have an elipsis to indicate text there is more text.

USD XXX.XX