Course curriculum

  • 1

    Client Webinar (April 2020) - The Power of Daily Performance

    • Course Player Tutorial

    • The Power of Daily Performance (Client Webinar Introduction)

    • Manager Mid-Month Estimates (Overview)

    • Performance Proxies (Overview)

    • Proxying and Custodial Reconciliation (Overview)

    • Flexible Performance Methodologies (Overview)

    • Manager Estimates Example (Demonstration)

    • Performance Proxy Property Definition (Demonstration)

    • Performance Proxy Example for Marketable Funds (Demonstration)

    • Performance Proxy Example for Non-Marketable Funds (Demonstration)

    • Additional Performance Proxy Example for Non-Marketable Funds (Demonstration)

    • Custodial Reconciliation Ignore Performance Proxies (Demonstration)

    • Q&A and Client Webinar Closing Remarks