Many financial institutions have investment management divisions that earn commissions on the client assets they manage. While investment management can be a lucrative source of revenue and supplemental profits, you’ll need to keep investment management operational costs as low as possible to weather market volatility that can impact portfolio values. One of the best ways to do this is by tracking Investment Management Key Performance Indicators or KPIs. Why Offer Investment Management? The investment management division of financial institutions often functions as a full-service brokerage, buying and selling assets such…
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