A Practical Guide to the Performance Measurement Process: Reflections and Considerations

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A Practical Guide to the Performance Measurement Process: Reflections and Considerations
Luke Petrus, Ortec Finance and
Doug Chau, University of Toronto Asset Management Corporation (UTAM)

The performance measurement process is essential in an investment organization. The analytics derived from this process inform various decisions across the organization and shape future strategic directions. Understanding the complexities of constructing an effective performance process is crucial for creating a robust feedback loop. Here, we offer our perspectives on building an efficient workflow, key considerations when leveraging technology to achieve your goals, and the multi-departmental teams typically involved in implementing the process. Our aim is to encourage you to reflect on your internal processes and emphasize the careful consideration necessary for establishing an effective performance measurement process.

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The Journal of Performance Measurement

The Performance Measurement Resource.

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