One of the key determinants of fund performance is the composition of a fund’s portfolio. To understand the differences between funds, it is essential to understand the composition of their portfolios and the criteria used to evaluate a fund. This course analyses different types of fund portfolios and the different ways of evaluating their performance.
Impact of portfolio composition on fund performance
Methods of fund management
Fund portfolios (bond funds, equity funds, money market funds)
Managing portfolios and portfolio risk
Using derivatives in fund portfolios
Methods for evaluating fund performance (e.g., alpha, beta, Sharpe ratio, tracking error)
2 days (1-day version also available) for up to 12 participants
Financial service professionals with at least 1 year experience in the fund industry who want to understand fund portfolios.