SABSharpe, Alpha, BetaMeasuring 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
Sharpe, Alpha, Beta 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. Delegates leave able to rank compet
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 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 1200+ programs annually, while 25,000+ professionals are equipped with up-to-date relevant education and the latest tech solutions across the EMEA region.We help our valued clients with a wide range of services, including Training Needs Analysis, Competency Development and Assessment, and custom-built e-Learning solutions that cater to specific industries and knowledge areas.LEORON mission remains boosting competitiveness of our clients worldwide through continuous learning, while we strive to achieve our vision of becoming the best quality corporate training and EdTech Company in the EMEA and the world.Whether our clients are facing difficulties re-organising their brand, equipping their workforce with an extra set of skills or aiming to assess competencies within an existing structure, our development planning is a great solution.LEORON’s mission is to help our worldwide clients boost their competitiveness by improving the competency levels of their employees, through top quality training and development solutions delivered by unrivaled global experts and facilitated by the best training managers in the industry.
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.