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This is a place to store my notes in preparation for the CIPM exam. Feel free to browse through them as they will be updated frequently. Please help by leaving a comment below if you see something that is incorrect.

Click Here to access the CIPM exam details.

Topic Area Weights:

• Performance Evaluation: Measurement, Attribution, and Appraisal
  • Overview and Return Measurement
  • Return Attribution and Benchmark Analysis
  • Risk Measurement, Risk Attribution, and Security Characteristics
  • Performance Appraisal
  • Manager Selection
• Ethical Standards
• Performance Presentation and GIPS Standards

Learning Outcomes by Reading:

• Reading 4 – Performance Evaluation: Rate-of-Return Measurement
• Reading 5 – Return Attribution
• Reading 6 – Introduction to Benchmarks
• Reading 7 – Risk Measurement and Risk Attribution
• Reading 8 – Equity Portfolio Characteristics in Performance Analysis
• Reading 9 – Investment Performance Appraisal
• Reading 10 – Investment Manager Selection: An Introduction
• Reading 11 – The Role of Investment Philosophy in Evaluating Investment Managers
• Reading 12 – Investment Performance Presentation: An Introduction