Business | Portfolio Management & Accounting
  • Type Validation
  • Level Foundational
  • Time Hours
  • Cost Free
Additional Details

Business | Portfolio Management & Accounting

Issued by FactSet

This earner has illustrated knowledge of basic investment accounting, how this function runs within a buy-side firm, and the data sets required to support this workflow.

  • Type Validation
  • Level Foundational
  • Time Hours
  • Cost Free
Additional Details

Skills

Earning Criteria

  • This course provides an overview of the investment accounting function within a buy-side firm - including performance, attribution, financial, and regulatory reporting.
  • This badge is issued after achieving a passing score of 75% on an exam.