{"id":264,"date":"2023-05-25T10:08:58","date_gmt":"2023-05-25T04:38:58","guid":{"rendered":"https:\/\/tradinglabacademy.in\/?page_id=264"},"modified":"2023-12-17T12:19:36","modified_gmt":"2023-12-17T06:49:36","slug":"portfolio-performance-measurement","status":"publish","type":"page","link":"https:\/\/tradinglabacademy.in\/index.php\/portfolio-performance-measurement\/","title":{"rendered":"Module 3- Portfolio Performance Measurement"},"content":{"rendered":"\n<p>Portfolio Rebalancing &amp; Restructuring<\/p>\n\n\n\n<p>Name of Course-Portfolio Rebalancing &amp; Restructuring<\/p>\n\n\n\n<p>About Instructor-<\/p>\n\n\n\n<p>Duration of Course- Two Months (All three modules of PMS Course)<\/p>\n\n\n\n<p>Level-Intermediate<\/p>\n\n\n\n<p>Prerequisite-Knowledge About Stock Market, Fundamental Analysis, Sectors, Broad Market,Theory of Investing<\/p>\n\n\n\n<p>TNA-NA<\/p>\n\n\n\n<p>Methodology-Offline\/Online Classes\/Concept Classes\/Practicals-Study of top 5 funds\/Designing Your Fund<\/p>\n\n\n\n<p>Assessment-Worksheets<\/p>\n\n\n\n<p>Course Material-Workbook<\/p>\n\n\n\n<p>Course Fee-INR49999\/( fees including all three courses-asset allocatio+Portfolio Rebalancing &amp; Restructuring+Portfolio Performance Measurement)<\/p>\n\n\n\n<p>Coupon Code-For True knowledge seekers will get on your phone number<\/p>\n\n\n\n<p>Discounted Fees-INR39999\/(with Coupon Code)<\/p>\n\n\n\n<p>Certification of Completion-Certificate will be given on completion of course.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"has-text-align-center has-x-large-font-size\"><strong>Course Outline<\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size\"><strong>Course syllabus on measuring the performance of Your Portfolio\/ mutual funds:<\/strong><\/p>\n\n\n\n<p>Introduction to  Your Portfolio\/ mutual funds:<\/p>\n\n\n\n<ol class=\"wp-block-list\" style=\"list-style-type:1\">\n<li><strong>Definition and Types of Your Portfolio\/ mutual funds<\/strong><ol><li>Purpose and benefits of investing in Your Portfolio\/ mutual fundsRoles and responsibilities of fund managers<\/li><\/ol>\n<ol class=\"wp-block-list\">\n<li>Fundamentals of Investment Performance<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Risk and return relationship<\/strong><ul><li>Time value of money and compounding basis investment metrics (e.g., return, risk, volatility)<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li>Performance Measurement Techniques<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Benchmarking and its importance<\/strong><ul><li>Calculation and interpretation of returns risk-adjusted performance measures (e.g., Sharpe ratio, Treynor ratio, Jensen&#8217;s alpha)Performance attribution and decomposition<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li>Evaluation Frameworks<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Historical performance analysis<\/strong><ul><li>Peer group analysis style analysis factor-based analysis of qualitative<\/li><\/ul><ul><li> analysis (e.g., fund manager assessment, investment strategy)<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li>Data Sources and Tools<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Sources of Your Portfolio\/ mutual funds data<\/strong><ul><li>Calculation methodologies Excel functions and formulas for performance analysis Introduction to performance analysis software and tools<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li>Performance Reporting and Presentation<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Standard industry reporting formats (e.g., factsheets)<\/strong><ul><li>Key performance indicators (KPIs) and metricsVisualizations and graphical representation of performance data Communicating performance to clients and stakeholders<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li>Challenges and Limitations of Performance Measurement<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Survivorship bias<\/strong><ul><li>Benchmark selection and appropriatenessPerformance persistence and consistencyLimitations of historical data and assumptions<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li>Regulatory Environment and Disclosure Requirements<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Overview of regulatory bodies and guidelines<\/strong><ul><li>Legal and regulatory requirements for mutual Fund performance reporting Compliance and Governance considerations<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li>Case Studies and Practical Application<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Analysis of real-world mutual fund performance data<\/strong><ul><li>Interpretation and decision-making based on performance metricsGroup discussions and presentations on performance evaluation<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li>Emerging Trends and Future Developments<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\" style=\"list-style-type:1\">\n<li><strong>Technological advancements in performance measurement<\/strong><ol><li>Alternative performance measures (e.g., behavioral finance, environmental, social, and governance considerations)<\/li><\/ol>\n<ol class=\"wp-block-list\">\n<li>Impact of industry trends and changes on performance evaluation<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>Note-The course will be modified regularly to meet Regulatory Body &amp;Industry Standards<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Portfolio Rebalancing &amp; Restructuring Name of Course-Portfolio Rebalancing &amp; Restructuring About Instructor- Duration of Course- Two Months (All three modules [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-264","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/tradinglabacademy.in\/index.php\/wp-json\/wp\/v2\/pages\/264","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tradinglabacademy.in\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/tradinglabacademy.in\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/tradinglabacademy.in\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tradinglabacademy.in\/index.php\/wp-json\/wp\/v2\/comments?post=264"}],"version-history":[{"count":6,"href":"https:\/\/tradinglabacademy.in\/index.php\/wp-json\/wp\/v2\/pages\/264\/revisions"}],"predecessor-version":[{"id":2356,"href":"https:\/\/tradinglabacademy.in\/index.php\/wp-json\/wp\/v2\/pages\/264\/revisions\/2356"}],"wp:attachment":[{"href":"https:\/\/tradinglabacademy.in\/index.php\/wp-json\/wp\/v2\/media?parent=264"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}