Workshop Structure

6 live sessions held weekly for 3hrs

Sessions include short breaks, case studies, exercises, and Q & A's.
Live Session links are provided for within the eLearning platform.
Webinars are recorded and uploaded to the eLearning platform for further review.
Delegates will have licensed access to these recordings as well as all eLearning material, workbooks & slides.

Who should enrol?

This intensive ONLINE course will give you the hands-on experience of applying performance measurement and attribution analysis to 10 different hypothetical funds.

  • Data analysts

  • Compliance officers

  • Academic finance professors

  • Financial consultants

  • Performance and attribution analysts

  • Fund accountants

Topics covered

  • Understand different advanced Excel formulas and tools

  • Build models from scratch

  • Customize models to your needs

  • Visualize and model the performance measurement cycle

  • Build solid Equity attribution and GIPS models

  • Have control cells that change the outcome of the whole model

Course curriculum

    1. About the course

      FREE PREVIEW

    2. Information on the Live Sessions

    3. Course objectives and materials

    1. LIVE || Global Investment Performance Standards | Market Risk Management | Moments of Distribtion

    1. LIVE || Performance measurements | Multi currency attribution | Portfolio diversification

    1. LIVE || TBC

    1. LIVE || TBC

    1. LIVE || TBC

About this course

  • $799.00
  • 11 lessons
  • 18h (6 x 3h) of live facilitator led sessions
  • Supporting workbooks & slides
  • Access replays and course materials for 30 days after last live session

Pricing

Instructor(s)

Andrew Kinsey

Course Director

Andrew has over 25 years’ experience in financial markets both for international and local (South African) institutions. He was a trader and senior manager in the derivatives and cash-trading environment, and worked as a Derivatives Trader at Nedcor, Standard Bank and Corpcapital Bank, trading foreign exchange, fixed income and equity assets. He was head of the ABN AMRO South Africa Money Market and Foreign Exchange unit. From 2008 to 2014 he was Head of Market and Trading Risk at the Purple Capital Group. This set the basis for the next period as he moved into risk management for hedge funds and in the online trading environment. This allowed him to build on his skills as a market trader to construct risk management systems, which illuminated granular market exposures as well as a communication tool for the business executives. At the same time he began to spend an increasing amount of time training and lecturing both graduates and experienced staff in market products and economics.

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