Performanceanalyse

Who is the university certificate suitable for?

The university certificate in "Performance Analysis" is aimed at specialists and managers who work in the financial or investment sector or would like to prepare themselves specifically for these tasks. If you are professionally involved in asset management, portfolio management, controlling or the valuation of financial products - or are aiming for a career in these areas - this certificate offers you exactly the skills that are in demand on the market today.

The certificate is also ideal for anyone who works in a dynamic, data-driven environment and wants to expand their knowledge in the area of risk and performance measurement. Regardless of whether you already have experience or want to acquire new knowledge for your next professional challenge - with this university certificate you are investing in your future.

The most important things at a glance:

  • Duration of study: 6 months + 6 months free extension
  • ECTS credit points: 10 ECTS credit points
  • Exam form: Online exam
  • Start of studies: at any time
  • Credit transferability: M.Sc. Finance (if you have completed a first degree in economics).
  • Tuition fees: EUR 165 per month, EUR 990 in total

University certificate in performance analysis - your competence for well-founded investment decisions

In an increasingly data-driven financial environment, the professional analysis of performance is becoming a decisive competitive advantage. The university certificate "Performance Analysis" offers you a sound, practical qualification to evaluate the performance of investments in a differentiated manner, quantify risks and make strategically sound decisions in portfolio management.

Making success measurable - your entry into the world of performance analysis

You will learn how performance analysis fits into the comprehensive asset management process - from the strategic investment process to specific valuation indicators and the evaluation of risks. The focus is not only on the basics, but also on professional application. This will give you the know-how to present the performance of a portfolio transparently and to support strategic decisions based on data.

Measuring returns and attribution analysis - understanding key figures and managing investment success in a targeted manner

The course provides you with an in-depth understanding of different return measures - from the classic return calculation to the internal rate of return to time-weighted and continuous interest. You will also learn how benchmarks are constructed and what role indices, peer groups and fund universes play in a meaningful evaluation. You will learn how to define realistic benchmarks and establish a sound performance measurement.

The certificate also focuses on attribution analysis - for both bond and equity portfolios. You will acquire practical knowledge of common methods, including the Brinson model, which breaks down returns into various value contribution components.

This allows you not only to analyze the overall return, but also to systematically evaluate the contributions of individual investment decisions.

Transparent performance measurement and risk presentation

The Global Investment Performance Standards (GIPS) form the basis for a transparent and internationally comparable presentation of investment performance. You will learn the basics, the formation of composites and the calculation of composite returns - and understand how to ensure international comparability and transparency.

Another focus is on risk assessment. You will analyze absolute risks, deviation risks compared to the benchmark and learn about various performance measures in order to objectively assess the risk-return profile. You will also reflect on the homogeneity of management performance - a crucial aspect for the sustainable management of portfolios.

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