MRAIPMeasuring Risk-Adjusted Investment PerformanceMeasuring risk-adjusted performance like a professional
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English
Advanced
Face to Face
Instructor-Led Training
(F2F-ILT)
Virtual
Instructor-Led Training
(V-ILT)
COACHING
& MENTORING
(C&M)
Self-Paced
Learning
(SPL)
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Course Overview
Measuring Risk-Adjusted Investment Performance gives portfolio managers and performance analysts a rigorous, practical grounding in measuring returns relative to the risk taken to achieve them. Raw returns are an incomplete and often misleading way to judge performance, and this course corrects that by working through Sharpe ratio, alpha, and beta calculations against real portfolio data. Delegate
Key Takeaways
1
Calculate and correctly interpret Sharpe ratio, alpha, and beta for any portfolio
2
Distinguish manager skill from market-driven returns
3
Rank competing portfolios or funds on a defensible risk-adjusted basis
4
Identify when a high raw return actually reflects excessive risk-taking
5
Apply risk-adjusted metrics directly to client and committee reporting
Certifications
LEORON - Professional Development Institute
LEORON Institute is the leading corporate training and EdTech company in the EMEA region, with the most comprehensive learning and development solutions in all strategic corporate functions, including Corporate Finance, HR, Procurement and SCM, Technology, Quality, Operations and Engineering. Through instructor-led sessions, in-company training, and coaching, our faculty of experts deliver over 2,000+ programs annually, while 50,000+ learners are equipped with up-to-date relevant education and the latest tech solutions across the EMEA region.
As a NASBA-registered CPE sponsor with a KHDA educational services permit in Dubai, LEORON also offers selected professional certifications eligible for HRDF reimbursement in Saudi Arabia.
As a NASBA-registered CPE sponsor with a KHDA educational services permit in Dubai, LEORON also offers selected professional certifications eligible for HRDF reimbursement in Saudi Arabia.
Course Outline
1. Why raw return is a misleading performance measure
2. Calculating and interpreting the Sharpe ratio
3. Alpha and beta - isolating skill from market exposure
4. Ranking competing portfolios on a risk-adjusted basis
5. Applying these metrics to real client and manager reporting
Who Should Attend?
This course is designed for portfolio managers and performance analysts who need to evaluate and report on investment performance in risk-adjusted terms, not just raw returns. It suits anyone preparing performance reports for clients or investment committees where a fund's risk profile is as important as its headline number.
FAQ
Who typically attends this course?
Portfolio managers, performance analysts, and investment professionals responsible for evaluating or reporting on fund and portfolio performance.
Does this course lead into a related LEORON certification?
This course currently stands alone as a focused skills workshop, though the concepts apply directly across LEORON's broader investment management curriculum.
Is statistical background required?
A basic comfort with percentages and averages is enough; the course builds the statistical interpretation skills needed as it goes.