This course focuses on how to determine if an investment is performing well or not. In order to understand how an asset is performing, there are a number of different comparisons that should be made. One also needs to ensure that these comparisons are made with similar asset types as well as with the current market in mind.
Learning outcomes:
- How asset management fees are charged
- What other investment fees are typically charged
- What is a total expense ratio and the importance of understanding this number
- Understanding the ways to measure performance
- Understanding how to make sense of performance measures
- Understanding the components of a typical asset manager report
- What is an investment cycle and how will this effect an investment’s performance
