Investment Performance Attribution, Out of the Box 2021 | CFA Society New York | 1 December 2021 | Virtual
Venue
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| Event Date |
Wed Dec 1 UTC (about 3 years ago)
In your timezone (EST): Wed Dec 1 7:00am - Wed Dec 1 8:15am |
| Location | Virtual |
| Region | All |
Details
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 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.
Speakers
2021 Speakers
John Matsikas, CFA, CIPM
Analytics Reporting Group, Voya Investment Management
Mark David, CFA
Director, Meradia