Portfolio Performance Measurement and Attribution Analysis Course

The British Academy offers the Portfolio Performance Measurement & Attribution Analysis Course, designed to provide professionals an overall knowledge of the portfolio performance analysis and techniques to measure and attribute investment returns. The course covers key subjects such as performance measurement, risk-adjusted returns, benchmark-setting, and performance attribution models. Besides this, return decomposition, performance drivers, and economic value added (EVA) will also be discussed, as well as other critical factors that establish the return reality and a secondary view on investment strategies. The course emphasized multifactor models, style analysis, and sector attribution to evaluate and optimize portfolio performance. Graduates will master complex analytical tools and techniques applied in portfolio performance assessment and improvement by the end of the course. Attribution methodology, time-weighted returns, and money-weighted returns are covered in the course so that attendees will understand performance assessment fully. Attendees would be able to understand performance reports, risk factor interpretation, and its applications to investment decision-making. The course emphasizes practical application of such concepts to real-world investments in its agenda. By the end of this programme, professionals would make data-driven decisions and transform portfolio management strategies using their acquired new skills.