Investment Analysis and Evaluation of Fund Manager's Performance

Investment Analysis and Evaluation of Fund Manager's Performance

Analyse Investments, Evaluate Fund Managers, and Integrate AI and ESG into Portfolio Oversight

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Platform:
Online
In-class
Date Venue Duration
Available on Request

Course Introduction

Very often than not, most organisations find themselves sub-contracting or outsourcing the management of Investment of their excess cash to professional fund managers.

 

This process of out-sourcing investment management is usually given at the advantage of the fund manager. Little is done for the fund manager to be accountable for the investment return. This workshop is meant for those who have the responsibility of managing investments whether within or those whose management have been outsourced. If you want to sharpen your skills in managing a portfolio of investment which you have outsourced its management then this Investment Analysis and Evaluation of Fund Manager’s Performance workshop is suited for you. 

Course Objectives

By the end of this training, participants should be able to:
  • Describe the prescripts of the Pension Fund Act and Regulations
  • Identify the Fund's Investment approaches
  • Identify Investment instruments
  • Analyse/evaluate the performance of a fund manager, including how AI-driven analytics are increasingly used to accelerate this evaluation
  • Pass Portfolio management recommendations for Management and fund managers

Assumed Knowledge

The following is assumed of participants attending this course, that:
  • They are familiar with the enterprise operations
  • They know the Fund Managers their employer's use
  • Familiar with Investment terminologies

Requirements for This Training

  • Participants should bring their current Fund Manager's Investment Reports, Investment Procedure Manual, and a set Investment Policy Statement (both printed and electronic).

Who should attend?

  • Finance Directors/Managers
  • Investment Managers/Officers
  • Accountants
  • Auditors
  • Compliance Officers
  • Any Professional Who Needs an In-Depth Knowledge of Investment Analysis
Finance Courses

Training Methodology

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.

Training Outline

Module 1: Legal Background for Investment & Governance Framework
  • Pension Funds Act and statutory compliance guidelines for fund investments
  • Allocation of assets and liabilities between a pension fund and associated businesses
  • Roles and responsibilities of key stakeholders: Members, Trustees, Principal Officers, Agents, and Service Providers
  • Core functions of Benefit Administration services, Asset Managers, and Fund Consultants
  • Corporate Governance Code and Trustees Code of Conduct implementation
Case Study: Governance breakdowns and legal liability under the Pension Funds Act.

Module 2: Investment Policy Statement (IPS) & ESG Integration
  • What is an Investment Policy Statement (IPS) and its primary regulatory purpose
  • Defining investment objectives: Balancing stakeholder interest, return targets, and risk limits
  • ESG (Environmental, Social, and Governance) considerations as standard components of modern institutional IPS
  • Implementing exclusion criteria and sustainability-linked benchmarks
  • Risk management frameworks and detailed portfolio descriptions
  • Determining asset concentration rules and corresponding benchmarks
Case Study: Structuring an ESG-compliant IPS for institutional funds.

Module 3: Asset Allocation & Portfolio Management Strategies
  • Strategic Asset Allocation (SAA) vs. Tactical Asset Allocation (TAA)
  • Establishing investment performance benchmarks and dynamic rebalancing guidelines
  • Approaches to entity portfolio management: Out-sourcing vs. Direct management
  • Active vs. Passive portfolio management strategies
  • Core principles behind modern asset allocation strategies
Case Study: Tactical asset rebalancing during market volatility.

Module 4: Investment Monitoring, Evaluation & AI Analytics
  • Trustee oversight roles in fund manager performance reviews (Quarterly & Annual)
  • Performance benchmarks for listed and unlisted assets, including unlisted valuation methodologies
  • Procedures for handling fund manager underperformance
  • Selection criteria and pre-evaluation considerations for Fund Managers
  • Evaluating Fund Manager performance using modern analytical tools
  • AI-driven analytics in institutional evaluation — lessons from Norway's NBIM (assessing ESG risk across ~7,200 companies in 24 hours)
  • Governance requirements under the Financial Services AI Risk Management Framework (introduced February 2026)
Case Study: AI-driven portfolio risk and performance evaluation in institutional funds.

Module 5: Compliance, Performance Reporting & Risk Analysis
  • Investment compliance measurement and reporting to management
  • Analysis of allowable vs. non-allowable assets and soundness of asset portfolio as reflected in the IPS
  • Asset concentration analysis and evaluation of outsourced investment portfolios
  • Monthly Investment Performance Movement Reports per Fund Manager
  • Comparing IPS asset allocation with Fund Manager TAA to identify over-investments, under-investments, and under-performance
  • Comparative analysis of multi-manager performance
  • Assessing Pension Fund Financial Performance: Fund Adequacy Ratio (FAR), Return on Assets (ROA), and Return on Investment (ROI)
  • Pension Fund Accounts Risk Analysis: Concentration risk, divestiture pitfalls, Capital Adequacy, Solvency Ratios, and Funding Risk
Case Study: Comprehensive risk assessment and corrective action planning for underperforming funds.

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Discover how our courses enhance professionals’ effectiveness in their workplaces.

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What made the sessions exceptionally helpful was the deliberate focus on actionable strategies rather than just high-level concepts. The structured approach kept the content engaging. It was a highly impactful professional development experience.

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It has been a really fruitful and helpful training. Many thanks to PROSPEN AFRICA and the facilitator Olufemi. This is definitely going to make my work life easier and meaningful.

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FAQs – Best Practice in Payroll Accounting and Reconciliation

Master risk-adjusted performance metrics, benchmark evaluation frameworks, attribution analysis, and manager selection methodologies to objectively measure fund performance and optimize institutional investment portfolios.

What topics are covered in the Investment Analysis and Evaluation of Fund Managers Performance course?
The course covers asset allocation strategies, risk-adjusted performance metrics (Sharpe, Treynor, Sortino, and Information Ratios), equity and fixed-income valuation models, portfolio performance attribution (Brinson-Fachler model), manager selection criteria, and GIPS (Global Investment Performance Standards) compliance.
Who should attend this investment analysis and fund evaluation training?
This masterclass is designed for institutional investors, pension fund trustees, investment analysts, portfolio managers, wealth management directors, treasury specialists, and financial risk officers evaluating asset managers and multi-asset portfolios.
What are the key learning objectives of this investment performance course?
Delegates learn to decompose fund returns into allocation and selection effects, measure downside risk accurately, evaluate active management alpha against benchmark indices, conduct rigorous fund manager due diligence, and construct diversified multi-asset portfolios.
How long is the Investment Analysis and Evaluation of Fund Managers Performance course?
The programme is delivered as an intensive 5-day professional masterclass incorporating portfolio performance attribution Excel labs, real-world fund fact sheet audits, and manager selection due diligence workshops.
What practical skills will delegates gain from this masterclass?
Participants will gain practical skills in calculating tracking error and active risk, performing Brinson return attribution analyses, conducting peer group universe comparisons, evaluating fee structures (management vs. performance fees), and drafting investment committee evaluation reports.
Can Prospen Africa deliver this course as customized in-house training?
Yes. Prospen Africa can tailor the masterclass to focus on your institution's specific Investment Policy Statement (IPS), benchmark assets, pension fund mandates, or targeted asset class categories (equities, bonds, real estate, private equity).

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