Investment Analysis and Fund Manager Oversight
Equips participants with the analytical skills and performance evaluation techniques necessary to assess investment portfolios and benchmark fund managers effectively using key metrics.
Investment Analysis and Evaluation of Fund Manager's Performance Training
Equips participants with the analytical skills and performance evaluation techniques necessary to assess investment portfolios and benchmark fund managers effectively using key metrics.
Course Overview
This intensive program equips participants with the analytical skills and performance evaluation techniques necessary to assess investment portfolios and fund managers’ performance. It focuses on key concepts in investment analysis, portfolio construction, performance measurement, and risk-adjusted return evaluation — drawing on real-world examples from institutional investment, asset management, and pension fund environments. Participants will gain the ability to interpret financial data, benchmark fund managers effectively, and make informed investment and oversight decisions.
By the end of this course, participants will be able to:
- Understand key principles of investment analysis and portfolio management.
- Evaluate fund managers’ performance using quantitative and qualitative criteria.
- Apply performance metrics such as Sharpe Ratio, Jensen’s Alpha, and Information Ratio.
- Conduct risk-return analysis and performance attribution.
- Benchmark fund performance against market indices and peer groups.
- Develop governance frameworks for fund manager oversight and accountability.
- Make strategic recommendations to optimize portfolio performance and risk control.
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