Apples with Apples – Understanding Investment Performance

📅 TUESDAY 07 OCTOBER 2025

🕛 12 - 1PM

📍 COLBORNE ROOM, OGH

This presentation will explore how to fairly compare investment performance by ensuring like-for-like measures are used.

The topics Bob and Shannon will cover include:

• Comparing like with like
• Time periods and how these can skew results
• Volatility and time horizons
• Capital vs income
• Anchoring and opportunity cost

Should you wish to raise any questions in advance, please email stepguernsey@step.org so that we may collate and pass over to Bob and Shannon, if appropriate.

A polite reminder that if you are hard of hearing please sit in the front five rows for the best auditory experience.

The lecture will start 12pm sharp and last for approximately 50 minutes with 10 minutes for questions.

FAQs

How can I contact the organiser with any questions?

For booking enquiries or queries, please email stepguernsey@step.org.

What's the refund policy?

Tickets are transferable to another STEP member or colleague on the day but they are non-refundable unless 48 hours notice is given.

Do I have to bring my printed ticket to the event?

No, we are able to take names at registration so you don't have to bring your ticket.

Is it OK if the name on my ticket or registration doesn't match the person who attends?

Yes, tickets are transferable to a colleague if you find yourself unable to attend.