Asset Management Firm Estimation Balanced Scoreboard metrics template for Excel
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Balanced Scorecard Template for Asset Management Firm Dashboard

FREE graphical templates for Balanced Scorecard (BSC) for usage in your presentation

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Balanced Scorecard templates allows professionals from the Financial area represent strategy and balanced scorecard in a visually appealing ways.

Balanced Scorecard templates for Financial business niche

The KPI template for Asset Management Firm Dashboard may include such indicators like:
 

  • 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

Why professional from the Financial should use Balanced Scorecard templates

Our free Balanced Scorecard template will help to represent these indicators as well as important strategic goals.

By using of graphical templates specialists from Financial Estimation will be able to:

  • make presentation for strategic indicators;
  • use ready-to-use professional design for presentation;
  • save time to design indicators;
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