Mastering Performance and Risk measurement


Specialized training in asset management


February 27, 28, and 29

Objective of the training

Following the success of last year's training course in Brussels, we are thrilled to announce its expansion to Geneva. In this intensive three-day training course, you will acquire solid expertise in performance calculations and risk measurement. You will study robust and rigorous methodologies, combining theory and practice through concrete Excel exercises. An in-depth analysis of results will be carried out by exploring case studies.


This course is specifically designed for people who analyze real investment portfolios, offering them concrete solutions to the challenges they face in measuring performance and risk.


What's in it for me?

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Enhanced expertise


Gain a solid grasp of performance and risk calculation techniques applicable across industries.


Informed decision-making


Learn to interpret indicators to make informed decisions, optimize performance, and proactively mitigate risks.


Networking opportunities


Exchange with peers and expand your professional network.


Career growth


Elevate your skill set, making yourself an invaluable asset in your organization's success.


Who should attend?

  • Performance analysts
  • Reporting managers
  • Performance managers
  • Finance managers
  • Financial and management executives
  • Financial investment advisors
  • Control and compliance officers
  • Middle office

Anyone interested in mastering or better understanding performance and risk measurement.

Practical details

Dates: February 27, 28, and 29, 2024 (three consecutive days of training)

Location: training center Digicomp, Rue de Monthoux 64, 1201 Geneva

Format: inter-company, face to face

Language: French

Trainer: Philippe Grégoire, PhD, Head of Financial R&D at AMINDIS. Professor at Louvain School of Management, recognized in the academic world for having published numerous articles on the subject, will be pleased to give you this training

Prerequisites: no need to bring your computer. To take full advantage of this training include: 

  • Basic understanding of financial concepts 
  • Familiarity with investment management 
  • Professional experience in finance-related fields 

While not strictly required, these prerequisites enhance participants' understanding and maximize training benefits. Participants with limited experience in the financial field could also benefit from the training, although they may require more time to grasp fundamental concepts. 


Useful information

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The cost of this course is
€1800 Excl VAT

Training materials, lunch and drinks are included in the price.

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Parking and access

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We suggest utilizing public transportation for your convenience. The training center is conveniently located just a 3-minute walk from the Cornavin train station.

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Contact support team

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Sophie Tahir

Marketing Manager


+32 (0)497/50 11 92


Programme for 3 days

08:30 Welcome and coffee
09:00 - 10:30 Training
10:30 - 11:00 Break
11:00 - 12:30 Training
12:30 - 13:30 Networking lunch offered by AMINDIS
13:30 - 15:00 Training
15:00 - 15:30 Break
15:30 - 17:00 Training and conclusion



Topics covered during training



  • Arithmetic, geometric and logarithmic returns
  • Return in local currency, reporting and hedged return
  • Money Weighted Returns, Time Weighted Returns and Internal Rate of Return
  • Contribution/withdrawal processing, Begin of Day, End of Day, Dietz and Modified Dietz
  • Transaction processing
  • Contribution to return and chaining of contributions
  • Returns from derivatives and sub-portfolios using derivatives
  • Benchmark returns, rebalancing and hedging
  • Fund returns, net NAV, gross NAV and TER


  • Identification and measurement of different sources of risk
  • Normal distribution and standard deviation (volatility)
  • Specific and systematic risk
  • Downside risk
  • Maximum Drawdown and Time under water
  • Value at Risk
  • Expected Shortfall
  • Tracking error

Please note that

  • Your registration will be complete as soon as payment is received. As places are limited, payment must be done by February 9 at the latest.
  • Cancellation with a full refund can be made up to February 9. Cancellation received after this date will be charged €500 Excl VAT.