SYDNEY: 27 - 30 September 2011
The Performance Analyst Group (P Group) will be conducting four training courses in 2011.
The registration form is contained in the Training Brochure -- Please click HERE
INTRODUCTION TO PERFORMANCE MEASUREMENT
will contain a comprehensive overview of essential techniques and methodologies used in performance measurement.
RISK-ADJUSTED PERFORMANCE MEASUREMENT
is designed to provide delegates with a broader understanding of risk-adjusted performance measures.
ADVANCED ATTRIBUTION
will provide delegates with a more detailed understanding of attribution methodologies used today.
GLOBAL INVESTMENT PERFORMANCE STANDARDS
achieve a good understanding of the Global Investment Performance Standards, including how to achieve compliance; how to maximise the claim of compliance and understand the ongoing implications of the claim of compliance. Of course, GIPS is also FSC Guidance Note #1.
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The knowledge gained in the Introduction, Risk-Adjusted and Advanced Attribution interactive courses is further enhanced via a series of practical exercises undertaken in groups of 2 or 3. Delegates are encouraged to bring their own laptops.
Carl Bacon will again be facilitating the P Group Training Courses, incorporating material developed for similar courses he has run throughout Europe, the US and Asia.
Carl Bacon CIPM joined StatPro Group plc as Chairman in April 2000. StatPro is a platform for Portfolio Analytics, Valuations, Reporting and Research for the investment community. Carl also runs his own consultancy business providing advice to asset managers on various risk and performance issues.
Prior to joining StatPro Carl was Director of Risk Control and Performance at Foreign & Colonial Management Ltd, Vice President Head of Performance (Europe) for JP Morgan Investment Management Inc., and Head of Performance for Royal Insurance Asset Management.
Carl holds a B.Sc. Hons. in Mathematics from Manchester University and is a member of the Advisory Board of the Journal of Performance Measurement. A founder member of both the Investment Performance Council and GIPS, Carl is chair of the GIPS Executive Committee, chair of the Verification Sub-Committee and a member of the UK Investment Performance Committee.
Carl is also the author of "Practical Portfolio Performance Measurement & Attribution" part of the Wiley Finance Series, numerous articles and papers, and editor of "Advanced Portfolio Attribution Analysis".
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These courses are being run by the FSC P Group & the cost of attending either one or a combination of courses represents outstanding value and shouldn't be missed.
Note: Early Bird discount of 5% applicable if registration and payment received by Monday, 1 August 2011, PLUS a 10th Anniversary bonus of a free copy of Carl Bacon’s book Practical Portfolio Performance Measurement & Attribution.
Attending One-Day Course:
P Group/FSC members: $1,210 (GST inclusive) per person
Non-members: $1,330 (GST inclusive) per person
Attending 2 One-Day Courses:
P Group/FSC members: $2,150 (GST inclusive) per person
Non-members: $2,385 (GST inclusive) per person
Attending 3 One-Day Courses:
P Group/FSC members: $2,775 (GST inclusive) per person
Non-members: $3,045 (GST inclusive) per person
Attending the Global Investment Performance Standards Course (GIPS):
P Group/FSC members: $750 (GST inclusive) per person
Non-members: $825 (GST inclusive) per person
If you attend all three One-Day Courses (27, 28 & 29 Sept), you will receive one complimentary registration to the GIPS Course. If you attend two One-Day Courses (any two of 27, 28 & 29 Sept), you will receive 50% discount off the GIPS Course. If you register and make payment by Monday 1st August 2011, you will receive a 5% overall Discount of the cost of registration PLUS a free copy of Carl Bacon's book Practical Portfolio Performance Measurement and Attribution.
Please click HERE for brochure with full course and registration details.
(Note: In order to schedule these courses a minimum number of paid participants is required before Friday 19 August 2011. In the event that the minimum participant numbers are not achieved, the courses will be cancelled and a full refund given. Prior to 19 August, cancellations received will receive a full refund less a $100 cancellation fee. After 19 August, there will be no refund for cancellations received. As numbers are limited to 30 per course, it is important to send in your registration and payment early to secure your place.)
Please direct any queries you have about the training courses to Vera Paratore (FSC) 02 9299 3022.