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Event Registration - Charterholder Chat: Attribution Analysis

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Thursday, May 28, 2020
1:00 PM - 1:45 PM Eastern Daylight Time
Charterholder Chats give society members the opportunity to network and discuss current issues and industry trends- all from the comfort of your home!

This Charterholder Chat will discuss:
  • How firms calculate and use Attribution Analysis
    • Equity
    • Fixed Income
    • Other
  • Transaction-based vs Holdings Based
  • Frequency of Analysis
    • Daily
    • Monthly
    • Quarterly
    • Annual
  • Account Level vs Group/Composite
    • Use Representative/Sample account
  • Impact on GIPS-compliant Firms
    • What is best method?

This webinar is complimentary is open to members and non-members. Registrants will receive dial-in information one day prior to the event.