Passive Investments Balanced Scorecard Metrics

The given BSC on Passive Portfolio Management strategy evaluation provides the opportunity to measure the real performance of management investing under a passive investment management approach. Since the allocation strategy is the main factor determining the rate of return for the entire portfolio, this model allows analyzing allocation preferences and gives an opportunity to evaluate the return of the asset classes within the portfolio. Such decomposition of the returns and clear vision of the allocation strategy ensures the objectivity and analytical viability of this BSC that gives more opportunities to measure the performance of the entire portfolio under passive management approach.

• Download trial version of Passive Investments Performance Indicators. Passive Investments Estimation Balanced Scoreboard is distributed as an Excel file. Before purchase you can download a trial version of the scorecard. Passive Investments Estimation Balanced Scoreboard Excel file contains a dashboard (see screenshots below), help information section, Balanced Scorecard details.
• Purchase full version of Passive Investments 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.

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• 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 Passive Investments Scorecard for Excel

We have designed Passive Investments 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.

Passive Investments Estimation Balanced Scoreboard Screenshots

Metrics for Financial Evaluation. This is the actual scorecard with Passive Investments Performance Indicators and performance indicators. The performance indicators include: passive investments,equity (index funds),fixed income,asset classes return within the portfolio,historic return on money market,standard deviation of the portfolio,portfolio beta,holding period return (hpr),return on the invested capital (roic). Right now you can download trial version of Passive Investments 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 Passive Investments Estimation Balanced Scoreboard