Scheme Advisory Board Key Performance Indicators

The KPI indicators have been developed in order to provide funds with the ability to self assess against best practice benchmarks both across the scheme and across time. The indicators will also provide for a framework for the Board to provide support to funds in a targeted manner.

A pilot was run during 2015 in which funds were given the opportunity to help develop the KPIs and the proforma and guidance notes were updated to the current versions, below:

Proforma Excel spreadsheet, 32.3KB

Guidance Note, pdf document, 7 pages, 249KB

The background and summary results from the initial work is provided here.