25 years: Investment management
In this video, Ali covers some basic ideas within the area of performance attribution, including who within the investment management industry might make use of this tool and what specific information they might glean from it.
In this video, Ali covers some basic ideas within the area of performance attribution, including who within the investment management industry might make use of this tool and what specific information they might glean from it.
9 mins 36 secs
Investment professionals need to understand how they have generated performance, where it has come from and what they can do better in the future, this is the purpose of using performance attribution tools. This can be conducted in different ways, each of which allows us to dissect the performance of different types of decisions. Various market participants use the insights provided by performance attribution including portfolio managers, marketing and sales teams, regulatory teams and investors.
Key learning objectives:
Understand why it is important to analyse performance and who conducts the analysis
Outline who uses the information provided by performance attribution
Understand how to interpret the outcomes and how they can be used