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Performance Attribution Online Course

This short course will enable you to understand the major tools and techniques of return attribution on both equity and fixed income portfolios. After completing this course, you will feel more confident in your attribution conversations with clients and colleagues.
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Course Snapshot

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    Expert level

    Ideal for experienced portfolio managers and relationship managers. This course is not suitable for those who have already undertaken or are undertaking the Certificate in Investment Performance Measurement (CIPM®) Program

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    Gain technical skills

    Develop your performance measurement and evaluation skills

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    Certificate of completion

    Receive a certificate of completion upon finishing course

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    Online self-paced course
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    10-15 hours to complete
CFA Institute is unable to provide Professional Learning courses to people resident in countries that are subject to US, EU or United Nations sanctions.

Enrollment Fee

Member Price

USD 249
Enrollment includes 12-month access to the course in our learning ecosystem. Discounted price will be applied after login.

Non-Member Price

USD 279
Enrollment includes 12-month access to the course in our learning ecosystem.

What You'll Learn

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    Understand and utilize models of return attribution.
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    Identify appropriate benchmarks for performance appraisal.
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    Explain the correct use of custom or ‘strategy’ benchmarks.
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    Apply specialist attribution techniques to fixed income portfolio.