Module

Key calculations, figures and benchmarks

5 leçons • 750 XP à gagner

Leçons

1
Reading the fund fact sheet: the numbers that actually matter
+150 XP
2
Total return math: NAV, distributions and the time-weighted vs money-weighted split
+150 XP
3
Risk-adjusted performance: Sharpe, alpha, beta and tracking error
+150 XP
4
Benchmarks that rule the industry: S&P 500, MSCI, Bloomberg Agg and their European peers
+150 XP
5
Sizing the market: AUM league tables, net flows and margin benchmarks
+150 XP