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CFA NY Forum on Performance Analysis and Evaluation

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This event will provide a forum in New York to discuss the most recent developments in investment performance analysis and evaluation, focusing on the perspective of asset owners, allocators, investment consultants and investors. The field of investment performance analysis and evaluation is expanding well beyond the scope of traditional measures of “risk” and “return”. Among other topics, we’ll discuss the development of metrics for environmental, social and responsible investing (“ESG”) factors and “social returns” from impact investing, the changing dynamics of investment manager evaluation and the challenges of measuring performance in hedge fund strategies.

The Forum will feature experts in investment performance analysis and evaluation, organizations that are active in setting new standards for ESG/impact investment reporting, asset managers and asset owners with manager selection responsibilities, and will rely on the active participation of the attendees for an exchange of ideas and to identify solutions for current issues.

 Date

Wednesday, Dec. 6, 2017
5:30 pm – 8:00 pm


Location

CFA Society New York
1540 Broadway Suite 1010
New York, NY


Fees

TBD

Agenda

5:30-6:00pm   REGISTRATION & NETWORKING


6:00-6:10pm   INTRODUCTION


6:10-6:35pm   PANEL I – MANAGER EVALUATION


6:35-7:20pm  PANEL II – SPECIAL ISSUES IN PERFORMANCE MEASUREMENT: HEDGE FUND & ESG STRATEGIES


7:20-8:00pm   NETWORKING RECEPTION


Date

Wednesday, Dec. 6th, 2017
5:30 pm – 8:00 pm

Location

CFA Society New York
1540 Broadway Suite 1010
New York, NY

Fees

TBD

This event will provide a forum in New York to discuss the most recent developments in investment performance analysis and evaluation, focusing on the perspective of asset owners, allocators, investment consultants and investors. The field of investment performance analysis and evaluation is expanding well beyond the scope of traditional measures of “risk” and “return”. Among other topics, we’ll discuss the development of metrics for environmental, social and responsible investing (“ESG”) factors and “social returns” from impact investing, the changing dynamics of investment manager evaluation and the challenges of measuring performance in hedge fund strategies.

The Forum will feature experts in investment performance analysis and evaluation, organizations that are active in setting new standards for ESG/impact investment reporting, asset managers and asset owners with manager selection responsibilities, and will rely on the active participation of the attendees for an exchange of ideas and to identify solutions for current issues.

Event Agenda
Upcoming CFA NY Events
About Society
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Agenda

5:30-6:00pm   REGISTRATION & NETWORKING


6:00-6:10pm   INTRODUCTION


6:10-6:35pm   PANEL I – MANAGER EVALUATION


6:35-7:20pm  PANEL II – SPECIAL ISSUES IN PERFORMANCE MEASUREMENT: HEDGE FUND & ESG STRATEGIES


7:20-8:00pm   NETWORKING RECEPTION


Save the Date

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References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

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  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)
  • LESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund

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