Investment Management KPI Encyclopedia

KPI Encyclopedia

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
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