Fixed-Income Attribution Made Easy

From the 2009 European GIPS Standards Conference

This webcast is an updated version of the presentation that Stephen Campisi, CFA, gave at the 2008 GIPS Standards Annual Conference.

In this webcast, Stephen Campisi, CFA, discusses the following:

  • Identifying the factors that drive fixed-income performance, and linking the attribution process to the portfolio management process
  • Avoiding the complexity trap
  • Developing a relevant and intuitive performance presentation

This webcast comprises a 47-minute presentation and an 8-minute question-and-answer session.

Please e-mail us your webcast comments and suggestions.

Speaker

Photo of Stephen Campisi, CFA

Stephen Campisi, CFA, is principal of Intuitive Performance Solutions, a consulting firm specializing in investment management services, performance analysis, and investment education. He also serves as an adjunct professor at Western New England College and is a member of the advisory board of the Journal of Performance Measurement, which has published several of his articles on performance analysis. Mr. Campisi is a frequent conference speaker and teacher on the topics of asset allocation, risk analysis, and performance analysis. He holds an MA in music from Montclair State University and an MBA from the University of Connecticut.

This information is accurate as of the date of recording.

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Topics

  • Performance Measurement and Evaluation
  • Portfolio Management

Details

Length: 55min
Posted: 3/24/2009
Recorded On: 2/11/2009
CE Credits: 1 CE
Formats:
  • Video Webcast
  • Audio Webcast

Price (USD)

Members: FREE
CFA Program Candidates: FREE
Standard Rate: FREE