Investment Performance

Plumb Line’s Investment Performance module offers the learner a deeper look into the world of performance calculation and returns. This five topic module starts with some background as to why performance measurement is important. The focus then shifts to specific performance calculations and how different types of money-weighted and time-weighted returns are cal- culated.

What is a benchmark? How can performance be attributed to different ef- fects? What is style analysis? How is risk measured? How are performance surveys used? What are AIMR’s PPS? This module answers these questions and introduces the learner to a variety of performance-related measures, ratios, surveys and standards.

Topics
– Inv Performance Overview
– Performance Measurement
– Benchmarks & Attr Analysis
– Risk and Performance
– Return Summeries, Standards & Surveys