Investment Management Fee Revenue as a Percentage of Assets Under Management
This PDF report includes benchmarking data (in a visual, chart-based format), an comprehensive KPI definition, characteristics of high performers and technical details on measuring Investment Management Fee Revenue as a Percentage of Assets Under Management. Purchase and download this easy-to-understand, presentation-ready report immediately to compare performance levels, set attainable performance targets, and push towards best-in-class performance for this KPI.
What is Investment Management Fee Revenue as a Percentage of Assets Under Management?
The dollar amount of firm-wide revenue (fees) collected for investment management and advisory services (involves portfolio management, financial counseling, brokerage and other transactional services) services divided by the total dollar value of assets managed by the firm, as a percentage. Includes both retail and institutional accounts.
Why should Investment Management Fee Revenue as a Percentage of Assets Under Management be measured?
Investment Management Fee Revenue as a Percentage of Assets Under Management measures the commission that the company earns from managed assets. A high value typically suggests greater commission revenue and may indicate that the company expects higher returns for its clients and employs a more aggressive investment strategy. On the other side of the spectrum, a low value for this KPI indicates lower revenue from commissions, but may be a sign that the company has a more conservative investment strategy and may appeal to a wider client base.
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