Certificate of completion issued to
Conor Evans
For completing
Investment Management Performance Attribution Pathway
Completion date
23 Jun 2022
Delivered by
Accredited for
Certificate ID
04c8c409e57d690cfcec5f9a59968ac4
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About Investment Management Performance Attribution Pathway
5 Video modules
52 minutes of learning
4 rating
Competent level
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.
In this pathway
Understand investment management performance attribution
Analyse portfolio performance
Identify and measure investment skill
Pathway experts
Ali Chabaane
25 years: Investment management
With over 20 years of experience leading investment teams across equity, fixed income and multi-asset portfolios, Ali is now Managing Director at Fastnet Asset Management which provides portfolio managers with insights on how active performance is generated and how to enhance it. Prior to Fastnet, Ali has previously been Global Head of Portfolio Construction at Amundi, and Head of Credit Risk Methodologies at BNP Paribas.