Active Portfolio Management Balanced Scorecard Metrics

This Balanced Scorecard is designed to measure the performance of funds under the active portfolio management approach. It consists of the quantitative metrics, asset allocation metrics, and risk-adjusted return metrics that allow us to measure the performance of the portfolio with risk adjusted metrics opposite to the absolute return, used in passive management approach. The appropriate choice of the performance measure mostly depends on the role of the portfolio under question that can vary significantly. Thus it can represent the whole investment fund or its fracture, or a sub-portfolio of many portfolios.

• Download trial version of Active Portfolio Management Performance Indicators. Active Portfolio Management Evaluation Balanced Scoreboard is distributed as an Excel file. Before purchase you can download a trial version of the scorecard. Active Portfolio Management Evaluation Balanced Scoreboard Excel file contains a dashboard (see screenshots below), help information section, Balanced Scorecard details.
• Purchase full version of Active Portfolio Management Performance Indicators. Immediately after your order will be processed you will have a link to download Balanced Scorecard Excel file and file in Balanced Scorecard Designer format.
• Check Excel Spreadsheets Collection for various business related Excel templates.

More useful information for Financial Estimation:

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• Balanced Scorecard forum. Join community interested in performance measurement tools, such as Balanced Scorecard, Metrics, KPIs. Recent posts in forum: Access data of ERP and CRM business systems, looking for Scorecard software - small companies, Re: Create metrics or create KPI, Re: Design scorecard and design KPI – what is the difference, Create metrics or create KPI
• Balanced Scorecard e-course. In this e-course you will learn more about Balanced Scorecard niche. We talk about Balanced Scorecard design and management issues.
• Balanced Scorecard toolkit. Is a whitepaper where you will learn more about mathematics that stands behind Balanced Scorecard, you will learn basic ideas that will help to design your own scorecard, develop and implement KPI in your business processes.
• Balanced Scorecard fact sheet. - the collection of business facts and statistics on Balanced Scorecard.
• Scorecard Design Software. This metric was designed with Balanced Scorecard Designer. This is a great tool for scorecards or KPI building, performance measurement and information sharing.

How to measure Financial performance with Active Portfolio Management Scorecard for Excel

We have designed Active Portfolio Management Balanced Scorecard in MS Excel, so now you can measure and control your performance using this popular business tool. Download trial version right now.

Why do I need these metrics?

MS Excel files that we distribute are a spreadsheets packed with metrics information and the performance calculation formulas.

It's a real-business information. We invested in research that involved experts from Financial Evaluation industry who elaborated and shared certain metrics. It's valuable, real-life experience which will help to improve the performance of your business.

• I'm sure you understand the importance of measuring and controlling business using correct metrics, so this small investment will return in a great increase in sales.

• To get a basic idea about what metrics to use. We learned a lot of business metrics and packed scorecard with the most successful.

• To have a sample excel file, which is easy to modify to fit your needs. All Excel formulas are available for copy and change.

• To start with measuring business performance. It's important to start with correct metrics, then you will be able to fulfill scorecard.

Active Portfolio Management Evaluation Balanced Scoreboard Screenshots

Metrics for Financial Estimation. This is the actual scorecard with Active Portfolio Management Performance Indicators and performance indicators. The performance indicators include: active portfolio management,quantitative metrics,beta,standard deviation,nonsystematic risk,r-square,asset allocation metrics,average return,impact of asset allocation,risk-adjusted return metrics,sharpe-s measure,m-sqared measure,jensen-s alpha,treynor measure,t-squared measure,appraisal (information) ratio. Right now you can download trial version of Active Portfolio Management Performance Indicators or purchase full version of this Balanced Scorecard.

Some Balanced Scorecard help information that explains how to interpret scorecard. What scores and weights can be changed.

Download or purchase Active Portfolio Management Evaluation Balanced Scoreboard