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.
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:
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.
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.
A: You’ll get a PDF, ready for immediate download. Simple as that.
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.
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
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)
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