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Welcome to the Ashland Partners Learning Center! This is the media and education site intended exclusively for Ashland Partners clients.  New clients, we encourage you to learn how this site can help you.

 

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News

Asset Managers Cut Costs, Outsource

Posted by Ashland Partners on February 18, 2015 at 1:26pm

Passwords Passe

Posted by Ashland Partners on February 17, 2015 at 4:48pm

New GIPS Logo for Firms Claiming Compliance

Posted by Ashland Partners on February 5, 2015 at 2:45pm

Mandatory GIPS Compliance Form Now Available

Posted by Ashland Partners on February 4, 2015 at 5:42pm

Copyright 2012-2014 Ashland Partners & Company LLP.  All rights reserved.  Information contained in this website may not be reproduced, translated or transmitted without written permission.  The Ashland Partners Learning Center is for the exclusive use of Ashland Partners clients. Information contained herein is intended solely for Ashland Partners clients and others that support Ashland Partners clients.  Ashland Partners claims exclusive right of distribution and ownership of intellectual property herein, and information from this site may not be distributed to or used by any person, business, or entity whose principal business services compete with those of Ashland Partners.

GIPS, CFA, and CIPM are registered trademarks of the CFA Institute.

 
 
 

FUNDAMENTALS OF PERFORMANCE MEASUREMENT & ATTRIBUTION

MARCH 31 - APRIL 1, 2015
8:00 am - 5:00 pm
Breakfast & Lunch will be provided

JW Marriott Houston
5150 Westheimer Road
Houston, TX 77056

Join Ashland Partners and Carl Bacon, CIPM, renowned performance measurement specialist and founding member of GIPS®, for an interactive overview of critical concepts of performance measurement and attribution.

This two-day practical course provides the tools necessary to become your firm’s performance expert and articulate performance results to colleagues, clients, and prospective clients.

Participants will learn:

  • Key drivers of performance measurement
  • Different ways to derive returns (and why results vary)
  • Principles of benchmarking
  • Meaning & importance of risk management and control
  • Requirements to obtain & maintain compliance with GIPS

Who should attend?

  • Portfolio Managers
  • Performance Analysts
  • Risk Controllers
  • Compliance Officers
  • Sales and Marketing Professionals
  • Operations Analysts

Conference participants can earn up to 16 CPE Credits in Statistics and Regulatory Ethics.  This is a great resource for all professionals interested or enrolled in the CIPM program. If possible participants should bring their own laptop with excel loaded. Attendees will be asked to work in teams of two or three on excel based practical exercises.

Registration
Ashland Partners' Client: $1,595
Non-Ashland Partners' Client: $1,795

Additional Information
Prerequisites: Basic knowledge of Excel spreadsheets.
No Advanced Preparation Required.
Program Level: Intermediate
Delivery Method: Group-Live

Refunds and Cancellations: Requests for refunds must be received in writing by March 16, 2015, and will be subject to a $100 cancellation fee. No refunds will be granted after March 16, 2015. For more information regarding refund, complaint and/or program cancellation policies, contact our office at 541-857-8800.

Ashland Partners & Company LLC is registered   with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

 

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