Callan Associates

Training Session Details

Beginning Session
9:00 - 10:15	Portfolio Database Topics include database structure and contents. We will also discuss the role of workspaces and create user-defined data. The session will conclude with an in class exercise.
10:15 - 10:30	Break
10:30 - 12:00	Chartbooks In this session we will create a wide variety of different charts using returns-based and holdings-based statistics and we will discuss the analysis. The session will conclude with an in class exercise.
Advanced Session
1:00 - 2:00	Searchbooks & Helpful Features Students will learn how to use Searchbooks, PEP’s manager search tool. We will also discuss helpful features in PEP that will improve user’s efficiency.
2:00 - 2:15	Break
2:15 - 3:00	Introduction to Reports Reports are PEP's latest feature that will enable users to combine multiple charts and text in a single page layout. This feature will be available to all clients in early 2009.
3:00 - 4:00	Case Study Exercise Students work in small groups to conduct a manager search. Students use what they have learned and gain from the perspective of other PEP users.

Online Registration for our 2009 training sessions is now open. pep@callan.com