Investment Performance Risk Including a Detailed Review of Leverage 2016

Topics

• Establishing performance benchmarks
• Understanding Investment Risk
  • Relative risk
  • Absolute risk
• Establishing investor and money manager relationships
  • Non discretionary
  • Discretionary
• Evaluating Investment performance risk from the perspective of
  • The money manager
  • The investor
• Consequences of investment performance risk
  • To the money manager
  • To the investor
• Causes of Investment performance risk
  • Elements generating risk or significantly increasing risk
• Review of leverage
  • Identification
  • Definition
  • Creating leverage
  • Degree of leverage

Who should Attend

• Private bank organizations
• Individual Investors/high net worth individuals
• Mutual fund board of trustees
• Investment management organizations
• Securities regulators
• Risk managers/compliance managers/auditors in investment management and private bank organizations
• Universities and colleges with business and investment management curriculum in their degree programs