Performance evaluation is coming of age. Once a narrow, back office role focused solely on
crunching returns, it has become ever more integrated into the DNA of investment firms. Both
internally and externally, performance evaluation adds value, helping senior management make
key judgement calls where the difference between the right solution and the wrong solution is the
difference between growth or decline. The performance analyst of the future will provide valuable
input into nearly every area of an investment firm.
What began as a mathematical task—calculating investment returns—is morphing into something
much broader. The objective of performance evaluation today is determining what is behind the
return being analyzed. What were the key drivers—allocation or selection? What risk was taken to
achieve the return? Was it skill, or was it luck, that produced the return?
Gain the skills to drive smarter investment decisions with the Certificate in Investment Performance Measurement (CIPM®) Program. The CIPM Program develops your skills in effective investment performance and risk evaluation, manager selection, and investment reporting.
The CIPM Candidate Guide provides you with all the information you need about the program, including:
Roles of CIPM designation holders
Why consider the program
How to become a designation holder
What you will learn
Exam and fee information
Fill out this form to receive more information about the CIPM Program and download the CIPM Candidate Guide.
Develop your skills in effective investment performance evaluation and manager search and selection with the Certificate in Investment Performance Measurement (CIPM®) Program.
Completing the CIPM Program will help you:
Deliver more actionable investment insights.
Improve manager search and selection.
Develop skills in performance appraisal, attribution, and presentation.
Increase your understanding of factors that drive portfolio risk and return.
Demonstrate your commitment to maintaining globally relevant and practice-based investment performance evaluation skills.
Want to learn more?
Fill out this form to receive more information about the CIPM Program and download the program fact sheet.
What Is CFA and Why Do I Need It? This five-part paper series examines the conditions that led to the development of recommended rules, and describes the process by which automated design analysis and rule verification can help designers optimize designs to the fullest and most efficient use of area, while still ensuring manufacturability.