Understanding and Explaining Investment Performance

$135.00

SKU: 12099-2-4 Category: Tag:

Description

Explains the various investment return components such as market value, accrued income, received income, and flow activity. Explores the calculations that determine investment return, including arithmetic mean, TWRR, MWRR, total portfolio gross-of-fees, total portfolio net-of-fees. Describes benchmarking and how to use it in discussions with clients when explaining portfolio performance.

What You’ll Learn:

  • Explain to clients the various methods used to determine investment return
  • Use benchmarks appropriately to explain investment performance

Additional information

Audience

Client-facing relationship managers (wealth advisors, fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen.

Length

Approximately 41 minutes

Member Price

135.00

Non-Member Price

185.00

Course Code

ABA

Course Number

ABA

Location

Onine Self-Paced

Vendor

ABA

Day

Online

Credits

1 CTFA

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