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presents
Performance Measurement,
Attribution Analysis and
GIPS® Modelling
Your Course Presenter:
www.radixacademy.com +27 (0)82 621 3077 +27 (0)86 620 2013 training@radixacademy.com
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Introduction
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Performance measurement and attribution analysis represent a critical part of the portfolio
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management process. It is an exciting and dynamic topic and its importance grows with the
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increased sophistication, maturity and awareness of the investing community. This increasingly
–complicated task should be structured in a disciplined process.
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Was the portfolio manager's performance skillful, or lucky? This and many other questions are
answered by attribution analysis. It plays a crucial role in identifying and quantifying the different
factors behind any abnormal return, whether positive or negative. Factors including style, sector and
stock allocation together with activity can be quantified over time in Excel spreadsheets. Other
attributes related to industry, country, currency and more can be analyzed.
A disciplined performance measurement and attribution analysis is quite vital to many different
participants. The following cases are just few examples:
Ÿ A fund manager investigating how well a particular strategy did over time.
Ÿ A pension fund or other clients examining different fund managers to manage its capital.
Ÿ Using attribution analysis as a fair basis for determining the level of performance fees.
Ÿ Trustees, advisors, or fund of funds monitoring the performance of different fund managers
Ÿ A fund manager using attribution analysis as a marketing tool for his fund.
“I wish every single lecturer I had at university was exactly like Hamed. Brilliant!! Loved
the practical nature of the course. Kept seeing how I would implement them in some of
my existing sheets back home. Excellent lecturer; starts from the bottom up which is how
all training should be done! The training should have been longer since it seems that
Hamed has a lot more to teach and I have a lot to learn. I would definitely attend another
session given by Hamed”
Zeenat Kalla, performance analyst, Element Investment Management
Course Info
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C U In-hours training – we will
come to you!
If you have 15 or more delegates who are
interested in this course, we can come to you
and customise the course content to your
particular needs. Kindly contact us for more details
Recent attendees:
The presenter has taught delegates on various
topics from over 130 companies worldwide including
the following. Please contact us for the various
programs that Radix offers
ABSA
Adcock Ingram
Afgri Operations
Allan Gray
Astro Media- Malaysia
Banco Commercial De Investimentos- Mozambique
Blue Financial Services
Business Connexion
Day 1 Schedule
CBZ Bank Holdings- Zimbabwe Registeration: 08:00
Citigroup First session: 08:30 - 11:00
Department of Public Enterprises Second Session: 11:10 - 13:10
Ellies Holdings Lunch: 13:10 - 14:10
Eskom Holdings Third session: 14:10 - 16:00
Exxaro Resources Fourth session: 16:10 - 17:35
Financial Services Board FSB
Gold Fields Group Day 2 Schedule
Government Institutions Pension Fund- Namibia
Grindrod Bank First session: 08:30 - 11:00
Investec Asset Management Second Session: 11:10 - 13:10
Lunch: 13:10 - 14:10
Khazanah (Central Bank)- Malaysia Third session: 14:10 - 16:00
Metropolitan Life Fourth session: 16:10 - 17:35
Munich Reinsurance
National Empowerment Fund (NEF) Day 3 Schedule
Nedbank
Old Mutual First session: 08:30 - 11:00
RMB Second Session: 11:10 - 13:10
Standard Bank Lunch: 13:10 - 14:10
Symmetry Multi Managers Third session: 14:10 - 16:00
Fourth session: 16:10 - 17:35
UBS Investment Bank
Virgin Money
Hamed has an extensive training experience. His workshops combine professional knowledge along with
excellent presentation skills. Participants' comments of Hamed's workshops indicate that they leave with deep
understanding of the material covered and conclusive ability to apply these concepts at their workplace upon
completion of his courses. He has substantial experience in training corporate executives on strategic matters
including valuation modelling, corporate restructuring, M&A modelling, applied corporate finance modelling,
financial analysis modelling, attribution analysis modelling and other modelling courses. Hamed worked as a
financial analyst and modeller in an asset management company. While lecturing accounting and financial
analysis at the University of Alexandria, Hamed was awarded the best teaching talented lecturer.
Hamed is a Chartered Financial Analyst (CFA). He qualified with Bcom (honours) in accounting - cum laude with
first class honour, and Bcom (honours) in Financial Analysis and Portfolio Management - cum laude, with first
class honour. Hamed's hands-on training approach is mixed with energy, humour and continuous interaction
with delegates. The systematic build up of his workshops ensures a bottom-up explanation, leading delegates
quickly from the basics through the more advanced topics.
Course attendance for three days in a minimum of 4-star Conference Facility For More info
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www.radixacademy.com +27 (0)82 621 3077 +27 (0)86 620 2013 training@radixacademy.com