Performance Measurement
Blended Learning Journey
Virtual Instructor-Led Workshops: 14-16 April, 2026 | Virtual Classroom
The purpose of this course is to introduce you to the performance solution in SimCorp Dimension. The course covers the setup and maintenance of indexes and benchmarks and gives a basic understanding of the return calculation flow in the performance solution and how performance figures can be displayed and investigated. The concept of integrated investment processing (or modelling) is introduced from a performance measurement perspective. The course also introduces you to the theoretical background that is necessary to work with the performance solution. In the blended learning course, you will study an online curriculum as preparation for an instructor-led session which is devoted to hands-on exercises.
Learning Journey Design:
Blended format combining self-study and instructor-led sessions:
- Self-paced online curriculum: 8–10 hours of study.
- Instructor-led workshops: 3 virtual sessions, each 3 hours long.
- Access to SimCorp Online Learning Platform: Available 3 weeks before the course and for 6 months after completion
Key Learning Objectives:
- Indexes & Benchmarks: Understand different types and calculation methodologies.
- Performance Workflow: Learn the full process from data ingestion to reporting.
- Investment Processing: Explore model portfolios and strategic asset allocation.
- Cash Buckets: Analyze their impact on performance metrics.
- Benchmark & Aggregation: Optimize benchmark returns and portfolio comparisons.
- Performance Attribution: Apply Brinson and factor-based fixed income models.
Target Audience:
This course is ideal for performance analysts using SimCorp Dimension. Also, professionals involved in client and legal reporting of performance analytics.
Pre-requisites:
We recommend that you attend an Introduction to SimCorp Dimension – crash course, SimCorp Dimension Academy or Front Office Foundation course, as a minimum.
Course details:
Dates: 14-16 April, 2026
Time: 9:00 - 12:00 PM CET // 4:00 - 7:00 PM SGT
Language: English
Duration: 3 days sessions of 3 hours are Instructor Led Sessions, Virtual delivery
Course Fee: 1590 EUR / 1908 USD / 2385 SGD excl. VAT
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