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Wealth Management Company Scorecard

Report includes: 1 month(s) 49 day(s), from 13.12.2008 to 31.01.2009

  Name Start value End value Dynamic Contains
Root Wealth Management Company Scorecard  32,88 % 61,19 % + 28,31 %
Financial Perspective(59%, 16,28%Up)
Business Development and Growth Perspective(71,7%, 41,23%Up)
Operations and Recognition Perspective(53,6%, 26,97%Up)
Employees Perspective(56,3%, 28,33%Up)

Graph for Wealth Management Company Scorecard

Graph for Wealth Management Company Scorecard

Data for Wealth Management Company Scorecard

DatesValue
13.12.200832,88
20.12.200838,25
27.12.200839,85
03.01.200949,77
10.01.200958,63
17.01.200947,23
24.01.200936,07
31.01.200961,19


Financial Perspective

  Name Start value End value Dynamic Parent Contains
Root Financial Perspective  42,72 % 59 % + 16,28% Wealth Management Company Scorecard
Indicators
Net new money
Return on Assets
Profit growth rate
Cost Income Ratio (CIR) *
* - Information for this metric is limited in sample report Description This perspective helps in judging the financial performance of the wealth management group of a financial service firm.

Graph for Financial Perspective

Graph for Financial Perspective

Data for Financial Perspective

DatesValueWeight
13.12.200842,723
20.12.200819,923
27.12.200829,633
03.01.200954,283
10.01.200949,623
17.01.200933,883
24.01.200946,883
31.01.2009593


Net new money

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Net new money  10,7492 8,8718 -1,877 $ billion Maximize Financial Perspective
Description It indicates the net amount of invested assets entrusted by new and existing clients less total withdrawals by existing customers. (on a quarterly basis)

Graph for Net new money

Graph for Net new money

Data for Net new money

DatesWeightMinMaxValue
13.12.200830,23010,7492
20.12.200830,2305,2064
27.12.200830,2304,223
03.01.200930,2300,2596
10.01.200930,23017,1562
17.01.200930,2304,3422
24.01.200930,23022,4308
31.01.200930,2308,8718


Return on Assets

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Return on Assets  75,36 96,12 + 20,76 % Maximize Financial Perspective
Description It refers to the return of assets of achieved by the wealth management group.

Graph for Return on Assets

Graph for Return on Assets

Data for Return on Assets

DatesWeightMinMaxValue
13.12.200836010075,36
20.12.200836010063,12
27.12.200836010092,32
03.01.200936010087,76
10.01.200936010067,88
17.01.200936010093,4
24.01.200936010085,44
31.01.200936010096,12


Profit growth rate

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Profit growth rate  52 55,2 + 3,2 % Maximize Financial Perspective
Description It indicates the profit growth rate of the company as compared to the last 1 year.

Graph for Profit growth rate

Graph for Profit growth rate

Data for Profit growth rate

DatesWeightMinMaxValue
13.12.20082106052
20.12.20082106020
27.12.20082106011,65
03.01.20092106055,95
10.01.20092106056,2
17.01.20092106011,55
24.01.20092106014,15
31.01.20092106055,2


Business Development and Growth Perspective

  Name Start value End value Dynamic Parent Contains
Root Business Development and Growth Perspective  30,47 % 71,7 % + 41,23% Wealth Management Company Scorecard
Indicators
% increase in new customers
Attrition rate of customers
Conversion rate
% growth of Assets under management (AUM) *
* - Information for this metric is limited in sample report Description This perspective indicates the business development efforts and ultimate growth achieved by the company.

Graph for Business Development and Growth Perspective

Graph for Business Development and Growth Perspective

Data for Business Development and Growth Perspective

DatesValueWeight
13.12.200830,473
20.12.200850,073
27.12.200843,023
03.01.200942,683
10.01.200978,513
17.01.200960,513
24.01.200922,213
31.01.200971,73


% increase in new customers

  Name Start value End value Dynamic Measure units Optimization method Parent
Root % increase in new customers  47,32 57,64 + 10,32 % Maximize Business Development and Growth Perspective
Description It refers to % increase in the number of new clients acquired by the company over the period of last 3 months.

Graph for % increase in new customers

Graph for % increase in new customers

Data for % increase in new customers

DatesWeightMinMaxValue
13.12.20083206047,32
20.12.20083206051,36
27.12.20083206052,36
03.01.20093206022,52
10.01.20093206055
17.01.20093206037,88
24.01.20093206021,96
31.01.20093206057,64


Attrition rate of customers

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Attrition rate of customers  9,81 4,56 -5,25 % Minimize Business Development and Growth Perspective
Description It indicates the attrition rate of customers that terminated their relationship with the company.

Graph for Attrition rate of customers

Graph for Attrition rate of customers

Data for Attrition rate of customers

DatesWeightMinMaxValue
13.12.200820109,81
20.12.200820101,75
27.12.200820108,61
03.01.200920107,66
10.01.200920104,05
17.01.200920101,4
24.01.200920105,96
31.01.200920104,56


Conversion rate

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Conversion rate  70,92 95,6 + 24,68 % Maximize Business Development and Growth Perspective
Description It indicates the conversion rate of new leads and customers into potential long term clients.

Graph for Conversion rate

Graph for Conversion rate

Data for Conversion rate

DatesWeightMinMaxValue
13.12.200826010070,92
20.12.200826010074,64
27.12.200826010064,76
03.01.200926010093,28
10.01.200926010098,36
17.01.200926010092,8
24.01.200926010078,84
31.01.200926010095,6


Operations and Recognition Perspective

  Name Start value End value Dynamic Parent Contains
Root Operations and Recognition Perspective  26,68 % 53,65 % + 26,97% Wealth Management Company Scorecard
Indicators
Deposits to AUM ratio
Loans to AUM ratio
Number of services offered
Number of service awards won by the wealth management group *
* - Information for this metric is limited in sample report Description This perspective talks about the operations of the Wealth Management Company and recognitions received by it in the field.

Graph for Operations and Recognition Perspective

Graph for Operations and Recognition Perspective

Data for Operations and Recognition Perspective

DatesValueWeight
13.12.200826,682
20.12.200865,132
27.12.200836,612
03.01.200937,562
10.01.200954,212
17.01.2009412
24.01.200926,742
31.01.200953,652


Deposits to AUM ratio

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Deposits to AUM ratio  12,246 29,406 + 17,16 % Maximize Operations and Recognition Perspective
Description It refers to the ratio of total deposits to total assets managed by the company.

Graph for Deposits to AUM ratio

Graph for Deposits to AUM ratio

Data for Deposits to AUM ratio

DatesWeightMinMaxValue
13.12.2008383012,246
20.12.2008383015,414
27.12.2008383015,348
03.01.2009383012,07
10.01.2009383019,33
17.01.2009383020,496
24.01.2009383010,662
31.01.2009383029,406


Loans to AUM ratio

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Loans to AUM ratio  8,7 7,76 -0,94 % Maximize Operations and Recognition Perspective
Description It refers to the ratio of total loans to total assets managed by the company.

Graph for Loans to AUM ratio

Graph for Loans to AUM ratio

Data for Loans to AUM ratio

DatesWeightMinMaxValue
13.12.200835258,7
20.12.2008352521,28
27.12.200835257,66
03.01.2009352514,14
10.01.2009352511,64
17.01.200935258
24.01.2009352517,62
31.01.200935257,76


Number of services offered

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Number of services offered  6,49 8,3 + 1,81 # Maximize Operations and Recognition Perspective
Description It indicates the total number of services offered by the company to its clients, it may include private banking, private equity, wealth planning, etc.

Graph for Number of services offered

Graph for Number of services offered

Data for Number of services offered

DatesWeightMinMaxValue
13.12.200825156,49
20.12.2008251512,17
27.12.2008251514,73
03.01.2009251513,26
10.01.2009251511,14
17.01.2009251512,89
24.01.200925156,55
31.01.200925158,3


Employees Perspective

  Name Start value End value Dynamic Parent Contains
Root Employees Perspective  27,93 % 56,26 % + 28,33% Wealth Management Company Scorecard
Indicators
Employee turnover
% increase in number of relationships per client facing employee
% increase in Net new money per Client Advisor
% increase in revenues per advisor *
* - Information for this metric is limited in sample report Description This perspective shows the employee performance and thier attrition rate in the wealth management company.

Graph for Employees Perspective

Graph for Employees Perspective

Data for Employees Perspective

DatesValueWeight
13.12.200827,932
20.12.200821,122
27.12.200853,652
03.01.200965,852
10.01.200946,732
17.01.200953,572
24.01.200949,972
31.01.200956,262


Employee turnover

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Employee turnover  9,11 2,06 -7,05 % Minimize Employees Perspective
Description It indicates the employee turnover rate prevailing in the company.

Graph for Employee turnover

Graph for Employee turnover

Data for Employee turnover

DatesWeightMinMaxValue
13.12.200820109,11
20.12.200820108,4
27.12.200820101,42
03.01.200920103,96
10.01.200920100,03
17.01.200920109,44
24.01.200920105,5
31.01.200920102,06


% increase in number of relationships per client facing employee

  Name Start value End value Dynamic Measure units Optimization method Parent
Root % increase in number of relationships per client facing employee  28,68 35,28 + 6,6 % Maximize Employees Perspective
Description This KPI refers to % increase in the number of new client relationships obtained by the company per client facing employee over a period of 3 months.

Graph for % increase in number of relationships per client facing employee

Graph for % increase in number of relationships per client facing employee

Data for % increase in number of relationships per client facing employee

DatesWeightMinMaxValue
13.12.20083105028,68
20.12.20083105018,6
27.12.20083105013,56
03.01.20093105048,88
10.01.20093105024,84
17.01.20093105038,08
24.01.20093105022,08
31.01.20093105035,28


% increase in Net new money per Client Advisor

  Name Start value End value Dynamic Measure units Optimization method Parent
Root % increase in Net new money per Client Advisor  25,2 14,2 -11 % Maximize Employees Perspective
Description It refers to the % increase in net new money earned per client advisors working in the wealth management group (over the period of last 3 months).

Graph for % increase in Net new money per Client Advisor

Graph for % increase in Net new money per Client Advisor

Data for % increase in Net new money per Client Advisor

DatesWeightMinMaxValue
13.12.20083010025,2
20.12.2008301005,1
27.12.20083010097
03.01.20093010065,5
10.01.2009301003,6
17.01.20093010054,5
24.01.20093010054,3
31.01.20093010014,2
Created by: AKS-Labs
Report created with Balanced Scorecard Designer at 05.01.2009 21:56:52

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