Beyond Past Performance: How Decision Attribution Reveals Future Alpha
Date: September 16, 2025
Time: 2:00 pm - 3:00 pm EST
In today's highly-competitive, fiduciary-driven environment, investment professionals need more than backward-looking returns to assess skill. This webinar introduces decision attribution analysis—a cutting-edge methodology for isolating true manager skill from luck by evaluating the quality of investment decisions. You’ll learn how behavioral biases can erode performance, why decision-making quality is a more reliable predictor of future returns than track record alone, and how to apply this analysis to support fiduciary responsibilities.
Whether you're selecting managers, overseeing portfolios, or advising clients, this session will equip you with actionable insights to make smarter, more defensible investment decisions.
By the end of the session, attendees will be able to:
- Explain the Principles of Decision Attribution Analysis and Its Value in Manager Research. Participants will be able to explain how decision attribution analysis makes it possible to identify active manager skill and describe why decision-making quality has predictive power for future portfolio returns.
- Identify Behavioral Biases That Undermine Investment Decisions. Participants will be able to identify key behavioral biases (such as loss aversion and endowment effect) and explain how these biases negatively impact decision quality and fiduciary outcomes.
- Apply Decision Attribution Analytics to Support Fiduciary Duties. Participants will be able to apply decision attribution techniques to assess manager skill and document investment decision processes that uphold the duties of loyalty and care.
This live webinar is currently pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
