Sumários

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29 Abril 2021, 14:30 Rita Sousa


Revision using Last year's Exam Part II

Treynor Black Model

Performance Attribution and Measurement

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28 Abril 2021, 14:30 Rita Sousa


Treynor Black Model

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22 Abril 2021, 14:30 Rita Sousa


Modified Dietz Return

Return Offered by the managers

Return captured by the sponsors

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21 Abril 2021, 14:30 Rita Sousa


Performance Attibution: Conclusion

Performance Measurement with Cash Flows from (and to) the Sponsors

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15 Abril 2021, 14:30 Rita Sousa


Technical Analysis: Oscilators

RSI = Relative Strenght Index

Stochastics

Parabolic SAR

Directional Movement Index

Performance Attribution:

Total Deviation: Tracking Error

Security Selection Deviation

Asset Allocation Deviation

Currency Effect Deviation