This is a Asset Management Firm Metric Dashboard (Diamond) Report, it is one of reports that Balanced Scorecard Designer can generate for Asset Management Firm KPI. With this software you can also design your own scorecards, KPIs and metrics.

Asset Management Firm Scorecard

Report includes: 2 day(s), from 30.12.2008 to 31.12.2008

Name

Start value

End value

Dynamic

Contains

Asset Management Firm Scorecard

41,43 %

57,78 %

+ 16,35 %

Financial Perspective	(65,3%, 14,27%)
Risk Management Perspective	(56,8%, 9,16%)
Performance Perspective	(40,8%, 24,65%)
Internal Operations Perspective	(64,9%, 21,95%)

Graph for Asset Management Firm Scorecard

Data for Asset Management Firm Scorecard

Dates	Value
30.12.2008	41,43
31.12.2008	57,78

Financial Perspective

Name

Start value

End value

Dynamic

Parent

Contains

Financial Perspective

51,03 %

65,3 %

+ 14,27%

Asset Management Firm Scorecard

Indicators

Amount of Funds managed

% drop in inflows from investors

Dividend declaring percentage

Returns Increase Index *

* - Information for this metric is limited in sample report Description This group is to take care of the funds' managing aspect.

Graph for Financial Perspective

Data for Financial Perspective

Dates	Value	Weight
30.12.2008	51,03	3
31.12.2008	65,3	3

Amount of Funds managed

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Amount of Funds managed	38,825	42,455	+ 3,63	$ billion	Maximize	Financial Perspective

Description This KPI is equal to the value of amount that has been managed by the Asset Management Company.

Graph for Amount of Funds managed

Data for Amount of Funds managed

Dates	Weight	Min	Max	Value
30.12.2008	3	5	60	38,825
31.12.2008	3	5	60	42,455

% drop in inflows from investors

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	% drop in inflows from investors	15,875	6,6	-9,275	%	Minimize	Financial Perspective

Description This parameter is an effective way to test the organization during 'rough economic patches'.

Graph for % drop in inflows from investors

Data for % drop in inflows from investors

Dates	Weight	Min	Max	Value
30.12.2008	2	0	25	15,875
31.12.2008	2	0	25	6,6

Dividend declaring percentage

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Dividend declaring percentage	32,08	45,48	+ 13,4	%	Maximize	Financial Perspective

Description This mirrors the monetary gains provided to the investors.

Graph for Dividend declaring percentage

Data for Dividend declaring percentage

Dates	Weight	Min	Max	Value
30.12.2008	3	10	50	32,08
31.12.2008	3	10	50	45,48

Risk Management Perspective

Name

Start value

End value

Dynamic

Parent

Contains

Risk Management Perspective

47,65 %

56,81 %

+ 9,16%

Asset Management Firm Scorecard

Indicators

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 *

* - Information for this metric is limited in sample report Description Asset Management firms face a broad range of risks, which makes it necessary to incorporate this aspect.

Graph for Risk Management Perspective

Data for Risk Management Perspective

Dates	Value	Weight
30.12.2008	47,65	3
31.12.2008	56,81	3

Number of Security Measures Adopted

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Number of Security Measures Adopted	7,138	6,556	-0,582	#	Maximize	Risk Management Perspective

Description This KPI is important as asset management firms are keeping account of more confidential information of customers. This makes it significant to employ appropriate data security mechanisms such as encryption of e-mail messages, firewalls, switches etc.

Graph for Number of Security Measures Adopted

Data for Number of Security Measures Adopted

Dates	Weight	Min	Max	Value
30.12.2008	2	4	10	7,138
31.12.2008	2	4	10	6,556

Number of security breaches experienced in last 1 year

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Number of security breaches experienced in last 1 year	1,518	0,542	-0,976	#	Minimize	Risk Management Perspective

Description This KPI is to know the efficiency of people and processes in safeguarding the data bank from hackers.

Graph for Number of security breaches experienced in last 1 year

Data for Number of security breaches experienced in last 1 year

Dates	Weight	Min	Max	Value
30.12.2008	3	0	2	1,518
31.12.2008	3	0	2	0,542

% increase in expenditure allocated to security issues

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	% increase in expenditure allocated to security issues	10,075	20,575	+ 10,5	%	Maximize	Risk Management Perspective

Description This is a way to quantify the efforts on part of management to pay the deserving attention to security subjects.

Graph for % increase in expenditure allocated to security issues

Data for % increase in expenditure allocated to security issues

Dates	Weight	Min	Max	Value
30.12.2008	2	5	40	10,075
31.12.2008	2	5	40	20,575

Performance Perspective

Name

Start value

End value

Dynamic

Parent

Contains

Performance Perspective

16,2 %

40,85 %

+ 24,65%

Asset Management Firm Scorecard

Indicators

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 *

* - Information for this metric is limited in sample report Description This category is for having an insight into the competitive position held by the concerned organization.

Graph for Performance Perspective

Data for Performance Perspective

Dates	Value	Weight
30.12.2008	16,2	2
31.12.2008	40,85	2

Number of schemes in Global top 100

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Number of schemes in Global top 100	4,43	1,04	-3,39	#	Maximize	Performance Perspective

Description This is a way to know how the schemes run by the organization are faring.

Graph for Number of schemes in Global top 100

Data for Number of schemes in Global top 100

Dates	Weight	Min	Max	Value
30.12.2008	2	0	10	4,43
31.12.2008	2	0	10	1,04

Number of awards won for commendable performance

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Number of awards won for commendable performance	3,254	2,904	-0,35	#	Maximize	Performance Perspective

Description This is a way for quantifying the appreciation, as viewed by the official evaluators.

Graph for Number of awards won for commendable performance

Data for Number of awards won for commendable performance

Dates	Weight	Min	Max	Value
30.12.2008	2	1	15	3,254
31.12.2008	2	1	15	2,904

Yearly % increase in the funds' amount managed

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Yearly % increase in the funds' amount managed	121	464,7	+ 343,7	%	Maximize	Performance Perspective

Description This indicator is for knowing the addition in the 'volume of business' of the organization.

Graph for Yearly % increase in the funds' amount managed

Data for Yearly % increase in the funds' amount managed

Dates	Weight	Min	Max	Value
30.12.2008	2	100	800	121
31.12.2008	2	100	800	464,7

Internal Operations Perspective

Name

Start value

End value

Dynamic

Parent

Contains

Internal Operations Perspective

42,92 %

64,87 %

+ 21,95%

Asset Management Firm Scorecard

Indicators

Number of countries where the firm operates

Number of 'overseas investors'.

Minimum denomination needed

Sustenance period *

* - Information for this metric is limited in sample report Description This group of KPIs is to manage the internal proceedings of the organization.

Graph for Internal Operations Perspective

Data for Internal Operations Perspective

Dates	Value	Weight
30.12.2008	42,92	2
31.12.2008	64,87	2

Number of countries where the firm operates

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Number of countries where the firm operates	5,861	11,126	+ 5,265	#	Maximize	Internal Operations Perspective

Description This KPI is to quantify the global presence of the firm.

Graph for Number of countries where the firm operates

Data for Number of countries where the firm operates

Dates	Weight	Min	Max	Value
30.12.2008	2	2	15	5,861
31.12.2008	2	2	15	11,126

Number of 'overseas investors'.

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Number of 'overseas investors'.	3208,6	6030,1	+ 2822	#	Maximize	Internal Operations Perspective

Description This indicator is yet another way to measure the presence, on a global level.

Graph for Number of 'overseas investors'.

Data for Number of 'overseas investors'.

Dates	Weight	Min	Max	Value
30.12.2008	3	100	10000	3208,6
31.12.2008	3	100	10000	6030,1

Minimum denomination needed

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Minimum denomination needed	3023,96	2425,16	-598,8	$	Maximize	Internal Operations Perspective

Description This KPI is to have a hint of which class of investors the firm aims at catering to.

Graph for Minimum denomination needed

Data for Minimum denomination needed

Dates	Weight	Min	Max	Value
30.12.2008	3	10	5000	3023,96
31.12.2008	3	10	5000	2425,16

Created by: AKS-Labs
Report created with Balanced Scorecard Designer at 26.12.2008 19:59:16