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Asset Management Firm Scorecard

Report includes: 1 month(s) 49 day(s), from 03.12.2008 to 21.01.2009

  Name Start value End value Dynamic Contains
Root Asset Management Firm Scorecard  52,23 % 55,07 % + 2,84 %
Financial Perspective(57,2%, 10,5%Up)
Risk Management Perspective(60,6%, 25,98%Up)
Performance Perspective(39,3%, -15,65%Down)
Internal Operations Perspective(59,4%, -24,86%Down)

Graph for Asset Management Firm Scorecard

Graph for Asset Management Firm Scorecard

Data for Asset Management Firm Scorecard

DatesValue
03.12.200852,23
10.12.200854
17.12.200846,29
24.12.200856,48
31.12.200859,05
07.01.200942,63
14.01.200946,13
21.01.200955,07


Financial Perspective

  Name Start value End value Dynamic Parent Contains
Root Financial Perspective  46,69 % 57,19 % + 10,5% 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

Graph for Financial Perspective

Data for Financial Perspective

DatesValueWeight
03.12.200846,693
10.12.200839,773
17.12.200849,473
24.12.200854,863
31.12.200854,463
07.01.200918,713
14.01.200943,023
21.01.200957,193


Amount of Funds managed

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Amount of Funds managed  47,735 55,49 + 7,755 $ 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

Graph for Amount of Funds managed

Data for Amount of Funds managed

DatesWeightMinMaxValue
03.12.2008356047,735
10.12.2008356017,98
17.12.2008356022,27
24.12.2008356059,67
31.12.200835609,4
07.01.2009356018,805
14.01.2009356040,805
21.01.2009356055,49


% drop in inflows from investors

  Name Start value End value Dynamic Measure units Optimization method Parent
Root % drop in inflows from investors  9,775 20,7 + 10,92 % 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

Graph for % drop in inflows from investors

Data for % drop in inflows from investors

DatesWeightMinMaxValue
03.12.200820259,775
10.12.2008202520,025
17.12.200820251,3
24.12.2008202513,225
31.12.200820255,925
07.01.2009202521,35
14.01.2009202518,975
21.01.2009202520,7


Dividend declaring percentage

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Dividend declaring percentage  24 26,52 + 2,52 % Maximize Financial Perspective
Description This mirrors the monetary gains provided to the investors.

Graph for Dividend declaring percentage

Graph for Dividend declaring percentage

Data for Dividend declaring percentage

DatesWeightMinMaxValue
03.12.20083105024
10.12.20083105027,64
17.12.20083105030,52
24.12.20083105018
31.12.20083105040,8
07.01.20093105014,16
14.01.20093105028,84
21.01.20093105026,52


Risk Management Perspective

  Name Start value End value Dynamic Parent Contains
Root Risk Management Perspective  34,62 % 60,6 % + 25,98% 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

Graph for Risk Management Perspective

Data for Risk Management Perspective

DatesValueWeight
03.12.200834,623
10.12.200860,993
17.12.200839,063
24.12.200862,493
31.12.200886,563
07.01.200943,423
14.01.200944,383
21.01.200960,63


Number of Security Measures Adopted

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Number of Security Measures Adopted  7,51 9,742 + 2,232 # 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

Graph for Number of Security Measures Adopted

Data for Number of Security Measures Adopted

DatesWeightMinMaxValue
03.12.200824107,51
10.12.200824108,5
17.12.200824106,658
24.12.200824106,022
31.12.200824108,632
07.01.200924104,33
14.01.200924108,284
21.01.200924109,742


Number of security breaches experienced in last 1 year

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Number of security breaches experienced in last 1 year  1,684 0,178 -1,506 # 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

Graph for Number of security breaches experienced in last 1 year

Data for Number of security breaches experienced in last 1 year

DatesWeightMinMaxValue
03.12.20083021,684
10.12.20083020,826
17.12.20083020,654
24.12.20083020,25
31.12.20083020,172
07.01.20093020,276
14.01.20093021,834
21.01.20093020,178


% increase in expenditure allocated to security issues

  Name Start value End value Dynamic Measure units Optimization method Parent
Root % increase in expenditure allocated to security issues  35,45 10,565 -24,89 % 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

Graph for % increase in expenditure allocated to security issues

Data for % increase in expenditure allocated to security issues

DatesWeightMinMaxValue
03.12.2008254035,45
10.12.2008254021,17
17.12.2008254018,475
24.12.2008254033,105
31.12.2008254039,895
07.01.2009254014,38
14.01.2009254013,89
21.01.2009254010,565


Performance Perspective

  Name Start value End value Dynamic Parent Contains
Root Performance Perspective  54,93 % 39,28 % -15,65% 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

Graph for Performance Perspective

Data for Performance Perspective

DatesValueWeight
03.12.200854,932
10.12.200862,92
17.12.200853,232
24.12.200860,822
31.12.200847,772
07.01.200970,22
14.01.200962,952
21.01.200939,282


Number of schemes in Global top 100

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Number of schemes in Global top 100   6,02 2,7 -3,32 # 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

Graph for Number of schemes in Global top 100

Data for Number of schemes in Global top 100

DatesWeightMinMaxValue
03.12.200820106,02
10.12.200820109,16
17.12.200820108,42
24.12.200820100,94
31.12.200820108,49
07.01.200920103,76
14.01.200920102,96
21.01.200920102,7


Number of awards won for commendable performance

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Number of awards won for commendable performance  1,364 5,956 + 4,592 # 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

Graph for Number of awards won for commendable performance

Data for Number of awards won for commendable performance

DatesWeightMinMaxValue
03.12.200821151,364
10.12.200821158,112
17.12.200821152,764
24.12.2008211513,264
31.12.200821156,152
07.01.2009211513,46
14.01.2009211514,272
21.01.200921155,956


Yearly % increase in the funds' amount managed

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Yearly % increase in the funds' amount managed  536,1 715,3 + 179,2 % 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

Graph for Yearly % increase in the funds' amount managed

Data for Yearly % increase in the funds' amount managed

DatesWeightMinMaxValue
03.12.20082100800536,1
10.12.20082100800579,5
17.12.20082100800431,8
24.12.20082100800445,1
31.12.20082100800565,5
07.01.20092100800564,1
14.01.20092100800317
21.01.20092100800715,3


Internal Operations Perspective

  Name Start value End value Dynamic Parent Contains
Root Internal Operations Perspective  84,25 % 59,39 % -24,86% 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

Graph for Internal Operations Perspective

Data for Internal Operations Perspective

DatesValueWeight
03.12.200884,252
10.12.200855,962
17.12.200845,422
24.12.200845,542
31.12.200835,962
07.01.200949,742
14.01.200936,622
21.01.200959,392


Number of countries where the firm operates

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Number of countries where the firm operates  10,58 9,709 -0,871 # 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

Graph for Number of countries where the firm operates

Data for Number of countries where the firm operates

DatesWeightMinMaxValue
03.12.2008221510,58
10.12.2008221511,906
17.12.200822152,455
24.12.2008221511,828
31.12.200822153,898
07.01.200922155,302
14.01.2009221514,623
21.01.200922159,709


Number of 'overseas investors'.

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Number of 'overseas investors'.   9950,5 3862 -6088 # 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'.

Graph for Number of 'overseas investors'.

Data for Number of 'overseas investors'.

DatesWeightMinMaxValue
03.12.20083100100009950,5
10.12.20083100100002377
17.12.20083100100005436,1
24.12.20083100100001149,4
31.12.2008310010000852,4
07.01.20093100100009524,8
14.01.20093100100004337,2
21.01.20093100100003862


Minimum denomination needed

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Minimum denomination needed  3802,4 3627,75 -174,7 $ 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

Graph for Minimum denomination needed

Data for Minimum denomination needed

DatesWeightMinMaxValue
03.12.200831050003802,4
10.12.200831050003722,56
17.12.200831050001561,89
24.12.200831050004002
31.12.200831050004011,98
07.01.200931050001526,96
14.01.20093105000479,06
21.01.200931050003627,75
Created by: AKS-Labs
Report created with Balanced Scorecard Designer at 26.12.2008 19:59:00

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