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Webinar

Investment Foundations Certificate series: Achieving excellence, an overview of performance evaluation

Overview

Join Tom Gordon, CFA, for an engaging session that will delve into how investors assess investment performance. We will discover how they compare performance to benchmarks and peers, and determine whether results are due to skill, luck, or risk, to help them make informed decisions.

Timings:

  • 9:00 AM EDT
  • 2:00 PM BST

Key Learnings:

  • Understand the performance evaluation process – Learn how performance is assessed using absolute and relative return measures, and why this matters for both investors and managers.
  • Explore benchmark selection and use – Review the role of benchmarks in performance evaluation, along with the key characteristics that make a benchmark appropriate and effective.
  • Learn key performance metrics – Get an overview of reward-to-risk ratios like the Sharpe and Treynor ratios, as well as measures of relative performance such as tracking error and the information ratio.

This webinar is ideal for students, professionals and enthusiasts looking to broaden their investment knowledge and strategies. Don’t miss this opportunity to gain valuable insights into understanding how investors assess investment performance.

Webinar

Investment Foundations Certificate series: Achieving excellence, an overview of performance evaluation

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