The Spaulding Group is providing more online learning opportunities than ever before and delivering specialized, focused, actionable content directly to you. This new version of Performance Measurement Attribution training provides students with more content than our standard two-day, in-person training course.

This latest course builds on our experience working with clients and teaching generations of performance professionals. The class dives into investment performance measurement attribution unlike any other course we have offered before. It will provide you with the tools and techniques you need to calculate and comprehend performance attribution. Students will also have the opportunity to work through practical examples and exercises.

Course curriculum

  • 1

    Module 1 - Attribution Fundamentals & Equity Attribution

    • Performance Measurement Attribution Module 1 (Attribution Fundamentals & Equity Attribution)

    • Performance Attribution Module 1
  • 2

    Module 2 - Equity Attribution Continued & Fixed Income Attribution

    • Module 2 - Equity Attribution Continued & Fixed Income Attribution

    • Exercise

    • Campisi 4-4

    • Breukelen- 4-4

    • McLaren 6-4

    • Virtual Performance Measurement Attribution - Module 2 (Additional Equity Attribution & Fixed Income Attribution)
  • 3

    Module 3 - Multi-Level Attribution

    • Module 3 - Multi-Level Attribution

    • Campisi13-2

    • Spaulding_21-4_11321

    • Virtual Performance Measurement Attribution - Module 3 (Multi-level Attribution)
  • 4

    Module 4 - Multi-Period Attribution

    • Module 4 - Multi-Period Attribution

    • Carino 3-4

    • Frongello 7-1

    • Menchero 5-1

    • Menchero 9-1

    • Module 4 - Multi-Period Attribution

WHY SHOULD YOU REGISTER?

The entire course will be scheduled over four, four-hour modules. After attending, you will walk away with a working knowledge of the concepts that define investment performance measurement attribution.

  • This latest course provides you with in-depth information, building on our experience working with clients and teaching generations of performance professionals.

  • The course will provide you with the tools and techniques you need to calculate and comprehend investment performance measurement attribution.

  • Students will have the opportunity to work through real-life, practical examples and exercises.

  • Participate from the comfort of your home office, ask questions as they arise and benefit from the experience of our subject matter experts.

  • You'll have access to each presentation for up to 90 days, allowing you time to revisit the training materials whenever you'd like.

  • You will acquire a working knowledge of the concepts that define the major aspects of performance measurement attribution.

Pricing options

Discounts are available when you register three or more people. Contact me for additional details at [email protected]

Jeffrey Mortimer

Invesco

“We approached the Spaulding Group with specific training needs for our diverse, global Performance and Analytics team and The Spaulding Group exceeded our expectations. Not only did they deliver quality content, exercises, and practical case studies, but we were able to weave our own narrative into the course which increased the value and application to our team. I’m a repeat customer of services provided by The Spaulding Group and appreciate their adaptability and breadth of support. There really is only one choice when it comes to Attribution training, and it is The Spaulding Group.”