Investment Management Benchmarking Report

Benchmarking Report Bundle

Investment Management Benchmarking Report

Benchmarking Report Bundle

Which metrics, or KPIs, are included in this report?

This 20-page benchmarking report includes benchmarking data for 8 investment and wealth management operations KPIs including Assets Under Management (AUM) per Registered Financial Representative, Cost per Equity Trade (Back Office) and more. Each KPI in this report includes a chart outlining high-to-low performer data, a detailed KPI definition, calculation instructions and a summary of high-performing company attributes. Stop operating in the dark - benchmarking is a major step in identifying potential improvements within investment management operations. This report will give you a head start that you can't find anywhere else.

  • Assets Under Management (AUM) per Registered Financial Representative
  • Cost per Equity Trade (Back Office)
  • Cost per FX Trade (Back Office)
  • Equities Trade Break Rate
  • Investment Management Fee Revenue as a Percentage of Assets Under Management
  • New Equity Accounts per Investment Account Onboarding Employee
  • Registered Financial Representatives per Trade Operations & Support Employee
  • Revenue per Registered Financial Representative
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