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Adviser Compensation Highest in Years

Posted by Ashland Partners on April 11, 2014 at 9:44am

FINRA Backs Away from FA Oversight

Posted by Ashland Partners on April 11, 2014 at 9:43am

USIPC Volunteers Needed

Posted by Ashland Partners on April 9, 2014 at 1:30pm

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Fundamentals of Performance Measurement & Attribution

with Carl Bacon, CIPM

and joined by senior level Ashland Partners professionals with experience in GIPS® applications, verification, performance measurement, and internal control procedure development.

This two-day practical course will give a thorough understanding of the fundamentals of performance measurement, ranging from basic return calculation, benchmarks, risk-adjusted performance measurement, and attribution techniques to the Global Investment Performance Standards.

Through class lectures, interactive discussion, practical exercises and team presentations, you will be able to:

  • Understand the critical concepts of performance measurement
  • Learn the different ways to derive returns (and why the results can vary)
  • Comprehend how cash flows affect the returns
  • Analyse the principles of benchmarking
  • Ascertain why risk measurement and control are important and what the measures mean
  • Discern the role of attribution, the challenges in getting it right, and how it should be used
  • Understand what’s required to obtain and maintain compliance with the Global Investment Performance Standards

                 June 12-13 in Chicago, IL

Registration:  $1,795

Ashland Partners Clients:  $1,595

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GIPS Executive Committee Open Call 3 March 2014

3 February 2014 The GIPS Executive Committee has scheduled an open conference call for Monday, 3 March 2014 at 16:00 US Eastern Time to approve the GIPS governance restructure proposal and GIPS Executive Committee Constitution.  If you would like to attend this call, please send an email message to standards@cfainstitute.org before Monday, 24 February 2014.See More
Feb 11
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Dec 24, 2013
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Austin J. Dilling, CPA, CIPM updated their profile
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Rosellen Bounds, CIPM updated their profile
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