Investment Returns - Why the Measure Matters
Event Details
Free to Members
Date and Time
Mon, 16 June 2025
13:00 - 14:00
Location
Your event Zoom link is available via IOB Learn, but will also be emailed to you on the morning of your event.
Event Details
Free to Members
Date and Time
Mon, 16 June 2025
13:00 - 14:00
Location
Your event Zoom link is available via IOB Learn, but will also be emailed to you on the morning of your event.
Measuring investment returns is critical to evaluating how the investment has performed and how it compares to alternative investment choices.
There are a number of measures we can use to calculate the investment return, such as the (arithmetic) mean, geometric mean and dollar-weighted return.
However, each measure tells a different story and must be used in the correct context to avoid misleading the investor regarding investment performance.
There is 0.5 CPD hours available for the following designations:
QFA (Savings and Investments only)
CPD Member (Savings and Investments only)
RS CPD Member (Savings and Investments only)
Licentiate of Compliance Institute (LCI)
Professional Banker (PB)
Certified Investment Fund Director (CIFD)
Fellow of Compliance Institute (Compliance)
Wealth Management Professional
Accredited Funds Professional
Dr Gerry Grenham
Senior Academic Consultant, IOB
Dr Gerry Grenham is former Head of Postgraduate Programmes and currently Senior Academic Consultant at IOB. His experience covers all aspects of IOB educational programmes, with particular emphasis at the postgraduate level. He has been involved with the Graduate Diploma in Financial Planning since the programme’s inception and is a former Programme Director. As Programme Director he has been involved in programme design and review over the years.
Gerry holds a Bachelor of Science degree in Physics, a Masters in Management Science (now Data Analytics) and a PhD in Management Information Systems.
