Training on Pension Fund Performance Measurement & Benchmarking
Build expertise in pension fund performance measurement and benchmarking.
Next intake
20 Jul 2026 · Dakar
Duration
5 days
Live instruction
Delivery
Physical + Virtual
Cohort based
Level
Intermediate
Working professionals
Certification
NITA reimbursable
For Kenyan cohorts
Language
English
All materials
About this programme
Effective investment performance measurement is essential for ensuring pension funds achieve their long-term objectives while fulfilling fiduciary responsibilities to members and stakeholders. Trustees and fund managers must evaluate not only investment returns but also benchmark performance, risk exposure, and the effectiveness of investment strategies.
This course equips pension trustees, investment committee members, fund managers, and senior executives with practical skills to measure, analyze, and benchmark investment performance. Participants will gain insights into performance evaluation, risk-adjusted returns, attribution analysis, benchmark selection, and governance best practices to support informed decision-making, transparency, and long-term fund sustainability.
Duration
5 Days
Who Should Attend
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Pension fund trustees and board members
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Investment committee members
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Pension fund managers and administrators
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Investment analysts and advisors
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Risk and compliance officers
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Regulators and supervisory professionals
What you'll walk away with
By the end of the course, participants will be able to:
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Understand performance measurement concepts for pension funds
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Evaluate returns relative to appropriate benchmarks
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Interpret performance reports and attribution analysis
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Assess manager performance and investment outcomes
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Strengthen trustee oversight and accountability
What we cover, module by module
Module 1: Foundations of Pension Fund Performance Measurement
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Why performance measurement matters for trustees
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Return concepts: absolute, relative, and risk-adjusted returns
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Time-weighted vs money-weighted returns
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Performance measurement standards
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Case Study: Misinterpreting pension fund performance
Module 2: Benchmark Design & Asset Class Comparison
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Purpose and characteristics of good benchmarks
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Market indices vs custom benchmarks
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Benchmarks for equities, fixed income, and alternatives
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Inflation-linked and liability-aware benchmarks
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Case Study: Selecting appropriate benchmarks for a pension fund
Module 3: Performance Attribution & Manager Evaluation
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Asset allocation vs security selection effects
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Attribution analysis concepts
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Evaluating active vs passive management
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Assessing consistency and style drift
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Case Study: Manager underperformance analysis
Module 4: Risk-Adjusted Performance & Reporting
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Risk measures: volatility, tracking error, Sharpe ratio
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Linking risk to performance outcomes
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Interpreting trustee and board reports
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Red flags in performance reporting
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Practical Session: Reviewing a pension fund performance report
Module 5: Performance Governance & Decision-Making
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Performance monitoring frameworks
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Trustee roles in performance oversight
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Using performance insights for strategic decisions
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Manager retention, termination, and rebalancing
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Practical Session: Developing a performance monitoring dashboard
Where the change lands
Individual Impact
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Improved confidence in reading and questioning performance reports
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Stronger ability to challenge fund managers and advisors
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Better understanding of risk-adjusted performance
Organizational Impact
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Improved investment governance and transparency
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Better alignment between strategy, performance, and objectives
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Enhanced long-term investment outcomes for members
Dates and locations
Upcoming intakes
Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.
| City | Starts | Ends | Delivery | Book |
|---|---|---|---|---|
DakarNext | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Johannesburg | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Dar es Salaam | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Nakuru | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Pretoria | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Kisumu | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
- DakarNext
20 Jul → 24 Jul·In-Person
Book this intake - Johannesburg
20 Jul → 24 Jul·In-Person
Book this intake - Dar es Salaam
20 Jul → 24 Jul·In-Person
Book this intake - Nakuru
20 Jul → 24 Jul·In-Person
Book this intake - Pretoria
27 Jul → 31 Jul·In-Person
Book this intake - Kisumu
27 Jul → 31 Jul·In-Person
Book this intake
Common questions.
Still not sure? Send us a note and a facilitator will get back to you within a business day.
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Course finder
Find the right course for you
Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.
For corporate teams
Training 10+ professionals?
We deliver Training on Pension Fund Performance Measurement & Benchmarking in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.