Getting Started with Portfolio Analytics (PORTF) in LSEG Workspace* (EN WebEx)
Learn how to monitor and evaluate your portfolios with a sophisticated reporting solution, found in the Portfolio Analytics App.
Agenda
- Learn how to create a portfolio in the Portfolio Analytics app.
- Define and understand your portfolio characteristics from the bottom up.
- Quickly discover the portfolio's sources of returns through performance and attribution analysis.
- Identify sources of risk in your portfolio and compare to the stated objectives.
*For CFA Charterholders that register for this class, the CFA Institute allows its members the ability to self-determine and self-report professional learning credits earned from external sources. CFA Institute members are encouraged to self-document such credits in their online PL tracker.
*For Clients in Hong Kong: this is an eligible CPD course approved by Treasury Markets Association (TMA). Participants will be granted 1 CPD for 60 mins duration; 0.5 CPD for 30 mins /45 mins duration.
