Balanced Scorecard with KPIs for Asset Management Firm
Qualitative ways of judging an organizational movements are a thing of past. Holistic measurement is the need of the hour and in this direction, several methods to evaluate a group have come up time and again.
One of those that stood the test of times is BSC (Balanced Scorecard) which utilizes key performance indicators to evaluate performance. Moving on the same lines, asset management firms too have appreciated the importance of this tool and these organizations easily structure indicators to reflect their operational environment.
The perspectives that count in case of these organizations are Financial, Internal Operations, Risk and Performance. Financial Perspective can be assessed by using parameters like '% drop in inflows', 'amount managed', 'dividend declaring percentage' and 'returns increase index'.
Risk can be measured with 'number of security measures used', 'number of security breaches experienced', '% increase in funds given for the security issues', '% compliance with the official guidelines'.
Internal Operations can be obtained with 'number of countries the organization is present in', 'number of overseas investors', 'minimum denomination needed' and 'sustenance period'.
Performance Perspective can be had with 'number of awards won', 'number of cities from where the investors participate'.
Why do business professionals choose ready-to-use KPIs?
Read Why do business professionals choose ready-to-use KPIs? to find out the answers to these questions:
- Can a business professional research KPIs on his own?
- How do I avoid typical problems with KPIs?
- Is ready-to-use KPI applicable in my niche?
- Is KPIs' price affordable?
- Can KPIs can be easily integrated in any business environment?
- How can KPIs make the difference to the business?
What are the benefits of Asset Management Firm metric:
- Measuring total amount of managed funds will help understand growth perspectives and current situation in the firm.
- Risks are inevitable in this business, so indicators like fund allocated for security purposes are important.
- Growth of a company is measured through KPIs such as number of overseas investors or number of companies an asset management firm is present in.
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More ideas on using Asset Management Firm KPI
Asset Management refers to the professional and well-thought act of managing an investor's assets. The entities that can be put into the category of assets include shares, bonds, real estate etc and the investor can be a private investor or a firm.
The steps that comprise Wealth Management are 'financial analysis', 'selection of assets', 'selection of assets', 'implementation of plan' and 'investment monitoring'. By adopting the logical and unbiased approach towards the concept of fund management, one can draw enough fruits from the activity.
A number of companies are into investment management completely or partially and take acre of trillions of dollars and yens.
An asset management firm offers services to other organizations for better organization and coordination of assets so as to aggravate the gains from the assets' pool.
Some of the issues that creep into this subject of portfolio management are 'difficulty is maintaining the above-average performance', 'linkage of revenue to market valuations', and 'lack of experienced fund managers'. However, by structuring a well constructed path it is possible to craw the maximum from assets' bunch that is available.
More useful information for Financial Estimation
- Related metrics and KPIs for: Retail Sales, Sales, Credit Risk, Retail Banking, Mortgage, Financial Statement Analysis, Market Risk, Financial Risks, Operational Risk, Active Portfolio Management, Passive Investments.
- Customers who viewed this item also viewed: Real Estate Scorecards.
Asset Management Firm Estimation Balanced Scoreboard Screenshots
Metrics for Financial Estimation
This is the actual scorecard with Asset Management Firm Dashboard and performance indicators.
The performance indicators include: financial perspective, amount of funds managed, % drop in inflows from investors, dividend declaring percentage, returns increase index, risk management perspective, number of security measures adopted, number of security breaches experienced in last 1 year, % increase in expenditure allocated to security issues, % compliance with regulatory norms set, performance perspective, number of schemes in global top 100, number of awards won for commendable performance, yearly % increase in the funds amount managed, fraction of funds with multiple dividends, internal operations perspective, number of countries where the firm operates, number of overseas investors., minimum denomination needed, sustenance period.
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