Performance Analysis
Accredited Consulting Service for Mr. Turner MSAPM MBA BBA Accredited Senior Consultant (ASC)
Executive Summary Video
The Appleton Greene Accredited Consultant Service (ACS) for Performance Analysis is provided by Mr. Turner and provides clients with four cost-effective and time-effective professional consultant solutions, enabling clients to engage professional support over a sustainable period of time, while being able to manage consultancy costs within a clearly defined monthly budget. All service contracts are for a fixed period of 12 months and are renewable annually by mutual agreement. Services can be upgraded at any time, subject to individual client requirements and consulting service availability. If you would like to place an order for the Appleton Greene Performance Analysis service, please click on either the Bronze, Silver, Gold, or Platinum service boxes below in order to access the respective application forms. A detailed information guide for this service is provided below and you can access this guide by scrolling down and clicking on the tabs beneath the service order application forms.
Bronze Client Service
Monthly cost: USD $1,500.00
Time limit: 5 hours per month
Contract period: 12 months
SERVICE FEATURES
Bronze service includes:
01. Email support
02. Telephone support
03. Questions & answers
04. Professional advice
05. Communication management
To apply – CLICK HERE
Silver Client Service
Monthly cost: USD $3,000.00
Time limit: 10 hours per month
Contract period: 12 months
SERVICE FEATURES
Bronze service plus
01. Research analysis
02. Management analysis
03. Performance analysis
04. Business process analysis
05. Training analysis
To apply – CLICK HERE
Gold Client Service
Monthly cost: USD $4,500.00
Time limit: 15 hours per month
Contract period: 12 months
SERVICE FEATURES
Bronze/Silver service plus
01. Management interviews
02. Evaluation and assessment
03. Performance improvement
04. Business process improvement
05. Management training
To apply – CLICK HERE
Consultant profile
Mr Turner is an approved Senior Consultant at Appleton Greene and he has experience in finance, management and globalization. He has achieved a Master of Securities Analysis and Portfolio Management, a Master of Business Administration and a Bachelor of Business Administration. He has industry experience within the following sectors: Banking & Financial Services; Consultancy; Automotive; Chemicals and Manufacturing. He has had commercial experience within the following countries: United States of America, or more specifically within the following cities: Boston MA; Chicago IL and Detroit MI. His personal achievements include: multi-billion dollar portfolio administrator; lead portfolio analyst; risk analysis subject matter expert; process standardization subject matter expert and has developed modified analyzed financial models. His service skills incorporate: credit analysis; performance analysis; style analysis; financial analysis and risk compliance.
To request further information about Mr. Turner through Appleton Greene, please CLICK HERE.
Executive summary
Performance Analysis
History has provided many instances where professional money managers with the best intentions either negated to resist external or internal pressures or simply had obtained power and social status that they used to satisfy self-serving interest, the adherence to process and procedures are the tools that can limit such influences. Attribution analysis is critical toward recognition of these unfortunate realities and places the emphasis on performance and identification of the associated risk.
Performance analysis should be fund sponsor’s critical tool and ultimate objective identifier regarding a fund’s investment policy. Fund manager’s knowledge and skill affect active management decisions that impact fund risk management and alpha. Attribution analysis results highlight investment strengths and weakness that decision maker can utilize to focus attention on risk and performance. The fund manager also benefits since performance evaluation is an objective investigation of the fund management investment process and impact on alpha and finally, performance analysis supplies the evidence to determine whether the investment program is being effectively managed.
Relationships are critical and fund sponsors rely on these relationships to identify and retain professional money managers that they trust and have the best intentions. It is true that past performance is the best indicator of future performance and past performance is no guarantee of future results good or bad; however, it is not just about performance but the investment process and active management decisions that impacted performance achieved. Simply put attribution analysis is extremely important to understanding risk adjusted performance and answers the question where is the value added.
Service Methodology
Service methodology is composed of 4 distinctive steps: The first step is pre-consulting to meet with fund sponsors’ key decision makers to learn and understand their current performance measurement process and reporting frequency. The purpose of this initial step is to determine if the fund sponsors current performance measurement process and reporting frequency is applicable and sufficient.
The second step, if the analytical results of step one identifies areas of concern, is to establish conditions of satisfaction and justify the importance of performance evaluation and the performance evaluation process.
Because performance evaluation involves measurement and assessment of the outcomes of the investment management decisions and process. The third step is to separate performance evaluation into its distinctive components, performance measurement, i.e. calculate portfolio performance based on investment-related changes in the portfolio’s value over specified time periods, performance attribution, i.e. analyze the sources of performance (“returns”) relative to a designated benchmark and their impact on performance and performance appraisal, i.e. critiquing whether returns were achieved due to skill of the investment manager or random chance and assessing magnitude and stability of funds relative performance.
Attribution analysis is a repetitive process and as a management control tool it is important that it does not become normalized and dismissed. In the fourth step, assessment of macro attribution performance is conducted to determine if quality control processes and procedures regarding asset allocation decisions are appropriate, evaluate the information utilized to make asset allocation decisions at the fund sponsor level and assess the current knowledge, understanding, and analytical skills of the asset alloca