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Investment Management Performance Attribution

Over the course of this pathway, we will look at how we understand and assess the investment skill of a professional portfolio manager. We need to understand if they performed well, and if so, how that performance was generated. Managing an investment portfolio is a complex activity which requires specific knowledge, adept decision-making and very strict discipline. Using a set of tools to uncover the skills that make a successful portfolio manager can provide useful feedback to objectively measure your abilities and to determine how to improve them. The tools presented in this pathway are usually used in an institutional context, but can be used by individual investors looking to improve their own investment discipline.

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Watch all the videos and pass the test to obtain a certificate showing your completion of this Pathway. Certificates can be shared directly to your LinkedIn profile and social media accounts.

5 videos • 52 minutes

  • Institutional Investor Behavioural Analysis Overview

    Behavioural analysis is a fundamental component to continuous improvement of the investment process for an investment manager. In this video, Ali explains us the skills required in managing an investment portfolio. He further highlights how an investment decision is made and analysed and speaks about the two main approaches used to explore the behaviour of a portfolio manager when they have to make investment decisions.

    Ali Chabaane11:04

  • Institutional Investor Behavioural Analysis Illustration

    In this video, Ali explains more closely one of the behavioural analytical approaches, what can we learn from historical transactions, as a basis for assessing how to improve investment decision making in the future. He will focus on a simple equity portfolio and some basic decisions to illustrate this.

    Ali Chabaane09:45

  • Institutional Investor Skill Assessment I

    In this video, Ali highlights the importance of examining the key metrics that impact a portfolio manager's performance - from how they make decisions for long-term positive performance, to assessing explicit or implicit behavioural patterns that can indicate biases.

    Ali Chabaane13:10

  • Institutional Investor Skill Assessment II

    It is important to have metrics that will tell us if there’s any relationship between the conviction we put in a strategy and the level of performance we get from it. In this video, Ali continues looking at the various metrics assessing behavioural patterns.

    Ali Chabaane10:07

  • Institutional Investor Behavioural Biases

    Earlier in this pathway, we examined the set of tools used to deconstruct the investment skills into decisions that we can analyse to obtain objective insight into how well they are carried out. In this video, Ali covers a few behavioural biases that can hinder the ability of the portfolio manager to make the right decisions to generate positive performance.

    Ali Chabaane08:27

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