Certificate in Fund Performance Analysis: Insights
-- ViewingNowThe Certificate in Fund Performance Analysis: Insights is a comprehensive course designed to empower learners with the essential skills needed to thrive in the investment management industry. This course focuses on the critical analysis of fund performance, providing learners with the knowledge and tools to evaluate and compare the investment results of different funds.
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⢠Fund Performance Metrics
⢠Time-Weighted and Money-Weighted Returns
⢠Risk-Adjusted Performance Measures
⢠Sharpe Ratio, Sortino Ratio, and Information Ratio
⢠Tracking Error and Active Share
⢠Factor-Based Performance Analysis
⢠Style Analysis: Value, Growth, and Momentum
⢠Attribution Analysis: Top-Down and Bottom-Up
⢠Performance Evaluation and Reporting Standards (GIPS)
⢠Case Studies in Fund Performance Analysis
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