Principles of Performance

Principles of Performance™ is an immersive and eye-opening 3-day educational experience that teaches community financial institutions the contemporary and timeless principles that apply to managing your fixed-income investment portfolio and the entire balance sheet.

For nearly 25 years, Performance Trust has been a leader in educating regulators as well as CEOs, CFOs, and investment portfolio managers on how to quantify risk and reward using fundamental math principles and sound logic. In a combination of lectures and hands-on training exercises, attendees will focus on fixed-income—which includes critiquing and improving the measurement of interest rate risk, option risk, and credit risk. A final section will bring the program together and apply sector-based findings to investment portfolio management, asset liability management, and enterprise risk management.

As you return to your institution to apply your newfound knowledge, you now have a more rational justification for making strategic financial decisions rather than relying on conventional wisdom and intuition. You can go forth with confidence, knowing that you are empowered with the knowledge, tools and insight to make the best possible decisions for potentially maximizing your institution’s portfolio performance.


We Teach

  • Strategies for Driving Overall Bank Performance through the Investment Portfolio
  • Portfolio Risk/Reward Shape Management®
  • Parametric Analysis & Callable Agencies
  • Accountability in Asset Performance
  • Quantifying Adjustable Rate Securities
  • Leveraging Your Balance Sheet
  • Mortgages
  • CMOs
  • Balance Sheet Management


So why is the program three days long?

Take a look at this video to learn more.


Register Today:  Las Vegas, NV - February 5-7, 2020 Orlando, FL - March 9-11, 2020 Chicago, IL - July 29-31, 2020