Establish the segregation of duties required around risk-adjusted performance measurement.
Analysing Portfolio Performance and Risk-Adjusted Return Measures
An applied course in risk-adjusted performance measurement built around the decisions practitioners actually face.
📍 Cairo🗓️ 5 training days📚 4 modules🎓 Accredited certificate
5intensive training days
4scientific modules
8training sessions
32detailed points
Course Overview
In finance the difference between a healthy position on risk-adjusted performance measurement and a dangerous one is often a single assumption. Growth built on poorly controlled the financial and banking practice discipline reverses faster than it accumulated. The course covers this area of financial and banking practice at the level of detail needed to act, and stops there. What blocks progress on risk-adjusted performance measurement is usually unclear ownership rather than unclear intent. Comparative studies of the financial and banking practice discipline across sectors find the same handful of failure points recurring. Every module pairs a short input on the financial and banking practice capability with structured practice on the participant's own material. It suits anyone whose decisions touch risk-adjusted performance measurement, in large organisations and small ones alike. Participants finish able to explain this part of financial and banking practice to a non-specialist audience without losing precision. Participants leave with a plan for the practice within financial and banking practice sized to what their organisation can realistically absorb.
Expected Learning Outcomes
Assess the capital and liquidity implications of risk-adjusted performance measurement.
Assess the concentration risk building up inside risk-adjusted performance measurement.
Identify the failure points in risk-adjusted performance measurement most likely to cause loss, and control them first.
Set a realistic target state for risk-adjusted performance measurement and a defensible route to it.
Apply the relevant accounting and disclosure treatment to risk-adjusted performance measurement.
Build the internal capability for risk-adjusted performance measurement rather than depending on external support indefinitely.
Who Should Attend
Finance managers reporting on risk-adjusted performance measurement.
Board risk committee members overseeing risk-adjusted performance measurement.
Public sector officials applying risk-adjusted performance measurement within a regulated framework.
Risk managers assessing the exposure created by risk-adjusted performance measurement.
Risk managers responsible for risk-adjusted performance measurement.
Relationship and product managers whose targets depend on risk-adjusted performance measurement.
Course Modules
Risk-adjusted performance measurement: reporting that supports a decision
2 sessions · 8 pointsSession 1Handling a breach of policy on risk-adjusted performance measurement properly
- Record the rationale for each significant choice made about risk-adjusted performance measurement.
- Draft the minimum viable control framework for risk-adjusted performance measurement.
- Agree who signs off risk-adjusted performance measurement and record that they did.
- Confirm that reporting on risk-adjusted performance measurement reaches the people who can act.
Session 2Reviewing risk-adjusted performance measurement when nothing has gone wrong
- Remove steps in risk-adjusted performance measurement that add effort without adding assurance.
- Confirm client due diligence standards applied to risk-adjusted performance measurement are current.
- Set escalation thresholds for risk-adjusted performance measurement that work out of hours.
- Confirm segregation of duties across initiation, approval and settlement of risk-adjusted performance measurement.
Risk-adjusted performance measurement: measurement, models and their assumptions
2 sessions · 8 pointsSession 1Stress scenarios for risk-adjusted performance measurement that are plausible rather than convenient
- Distinguish symptoms from causes when risk-adjusted performance measurement underperforms.
- Confirm regulatory reporting on risk-adjusted performance measurement is complete, timely and reconciled.
- Design the exception process for risk-adjusted performance measurement and require a documented rationale.
- Collect evidence on the present handling of risk-adjusted performance measurement before proposing changes.
Session 2Reading the current state of risk-adjusted performance measurement honestly
- Check the accounting treatment applied to risk-adjusted performance measurement against current standards.
- List the assumptions in any model supporting risk-adjusted performance measurement and when each was last challenged.
- Test risk-adjusted performance measurement against a scenario the organisation would rather not model.
- Document the remediation plan for each known weakness in risk-adjusted performance measurement.
Risk-adjusted performance measurement: stress testing and scenario analysis
2 sessions · 8 pointsSession 1Evidencing that risk-adjusted performance measurement worked as designed
- Assess the capital consumed by risk-adjusted performance measurement under current and stressed conditions.
- Build the competence framework that supports risk-adjusted performance measurement.
- Arrange the handover of risk-adjusted performance measurement so capability survives staff changes.
- Prepare the response for the most likely failure in risk-adjusted performance measurement.
Session 2What risk-adjusted performance measurement does to capital and liquidity under stress
- Define acceptance criteria for risk-adjusted performance measurement in advance.
- Translate the appetite for risk-adjusted performance measurement into limits someone monitors daily.
- Check the legal and contractual exposure created by risk-adjusted performance measurement.
- Verify reconciliation and settlement controls covering risk-adjusted performance measurement.
Risk-adjusted performance measurement: the control framework and segregation of duties
2 sessions · 8 pointsSession 1The hard cases in risk-adjusted performance measurement and how to reason about them
- Agree what will be standardised in risk-adjusted performance measurement and what will not.
- Compare the cost of risk-adjusted performance measurement with the cost of its absence.
- Review concentration by counterparty, sector and geography inside risk-adjusted performance measurement.
- Benchmark the organisation's risk-adjusted performance measurement against comparable operations.
Session 2The assumption inside the model for risk-adjusted performance measurement that nobody revisits
- Identify where judgement in risk-adjusted performance measurement is legitimate and where it is not.
- Prepare the evidence pack demonstrating risk-adjusted performance measurement operated as designed.
- Set early warning indicators for risk-adjusted performance measurement with defined action thresholds.
- Set the review interval for risk-adjusted performance measurement and who attends.
Choose the package that suits you
Silver Package
At least 3 people
USD1,250
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Gold Package
At least 3 people
USD1,850
- 5-night stay in a 5-star hotel
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Complete your registration
We will contact you within one business day to confirm.