Investment Management KPI Encyclopedia
This document defines over 400 Investment Management industry KPIs, including metric definitions for Client Services, Compliance & Risk Management, Reporting & Analysis and more. These KPIs are further categorized into seven major groups: cost, productivity, revenue, organizational, quality, service and volume. Purchase this document today to identify and begin measuring the right Investment Management metrics.
How many metric, or KPI definitions, are included in this download? For which areas?
This reference-style document includes over 400 investment management KPI, or metric, definitions. The following common investment management, or wealth management, lines of business and functions are covered in this KPI Encyclopedia:
- Investment Management (Enterprise-wide)
- Client services
- Compliance & Risk Management
- Reporting & Analysis
- Trade Operations & Support
- Investment & Market Research
- Asset Management (Institutional)
- Private Wealth Management (Retail)
- Sales & Trading
Download a Sample Investment Management KPI Encyclopedia
Frequently Asked Questions
Q: How do you create your KPI Encyclopedias?
A: From 25 years of doing this for the Fortune 500. We’ve worked with hundreds of leading enterprises to select, define, and measure the right metrics. We have this data—anonymized, of course—in a proprietary database that we continue to grow and update every day. We combine that data with original research to produce must-have KPI Encyclopedias for easy, inexpensive download.
Q: How can your KPI Encyclopedias help me and my business?
A: They equip you to become a lean, mean, data-driven organization. Our KPI Encyclopedias clearly organize and define essential performance metrics for various functions and industries. When you select the right KPIs to track, you’ve taken the first step toward leveraging data with a real payoff.
Q: What’s in the box when I buy one?
A: You’ll get a PDF, ready for immediate download. Simple as that.
Q: Your download-able KPI Encyclopedias look great. But I need something custom. Can you help?
A: Heck yes. Our analysts would be delighted to provide you with a custom set of KPIs and detailed definitions—including logic, formulas, and calculation instructions—that’s tailored to your precise needs. After all, we specialize in this stuff and would love to help you! Simply email us (firstname.lastname@example.org) or call us at 866.650.2888 and one of our friendly professionals will be happy to answer all your questions.
Investment Management Client Services
This workflow template illustrates the development of investment strategies and the execution of transactions for retail (private wealth management) and institutional clients. Purchase and d...
Type : Workflow Template
Process Participants : Customers, Financial Advisors (for Retail or Institutional Clients), Client Services Staff (Back Office), Trade Operations & Support Staff
Investment Management New Business
This workflow template illustrates the onboarding of new investment management account holders (including retail, private wealth and institutional clients), including initial customer needs...
Type : Workflow Template
Process Participants : Customers, Financial Advisors, Institutional Investment Management Account Managers, client Services Staff (Back Office)