Passed event: CFA Society New York: Investment Performance Attribution, Out of the Box, 1.12.2021

Members event

date & time

01/12/2021 7:00 - 8:15 pm EET

Attendance: USD 10

Standard investment performance attribution calculation methodologies are often not reflective of the investment decision making process, which presents a challenge for investment managers who want to clearly connect past decisions to realized returns.

Join CFA Society New York and investment & technology operations consultant Mark R. David, who manages the Risk & Analytics practice of Meradia, as he addresses this common challenge and presents a range of solutions. This discussion, facilitated by the Performance & Risk Analytics interest group, will explore potential motivations and detailed methods of presenting investment performance attribution analysis in a non-standard manner.