Practical cases on portfolio returns analysis
Get the answers to some of the most frequent questions faced by the practitioners!
Learn what cause the gaps between the Gross and the NAV based return. We discuss the main sources besides fees that cause the differences.
The since inception date. What it should be if the portfolio hold segregated securities or units of funds.
Learn the best practices for benchmark set up and changes. When the first performance should start and what t consider if there is mandate change.
Know why portfolio from the same strategy can have different returns. The frequent elements that will help you explain the gaps.
And more.
✔ Videos lessons ✔ Examples
✔ Quiz to test the concepts learned
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Education is not reserved to an elite. If you want to level up your knowledge, sharpen your analysis skills, or are simply curious about this field, then yes! Getting started with performance analysis may seem like an intimidating mountain climbing journey, but with expert guidance you'll be up the summit faster than you could have ever expected. Learn all the skills and confidence needed to tackle the most daunting situations with ease.
It's totally up to you! The path to becoming an expert takes dedication and time, but if you put your mind to it, you'll have no problem becoming one of the best. What are you waiting for?
It will take you less than 30 days to go through the materials of this course. So why are we taking the change of offering these 30 days? Simple. We truly believe in the high value of the contents included in this course.
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