Module

Key calculations, figures and benchmarks

Teaches the key metrics, return math and benchmarks used to evaluate funds and size the market.

5 lessons • 750 XP available

Lessons

1
Reading the fund fact sheet: the numbers that actually matter

Identify the numbers on a fund fact sheet that matter.

+150 XP
2
Total return math: NAV, distributions and the time-weighted vs money-weighted split

Compute total return using NAV, distributions and TWR vs MWR.

+150 XP
3
Risk-adjusted performance: Sharpe, alpha, beta and tracking error

Measure performance with Sharpe, alpha, beta and tracking error.

+150 XP
4
Benchmarks that rule the industry: S&P 500, MSCI, Bloomberg Agg and their European peers

Know the leading US and European market benchmarks.

+150 XP
5
Sizing the market: AUM league tables, net flows and margin benchmarks

Read AUM league tables, net flows and margin benchmarks.

+150 XP