Actives management KPI
KPI Name: Active Portfolio Management Balanced Scorecard Metrics
Related KPIs: Retail Sales, Sales, Credit Risk, Retail Banking, Mortgage
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Sample reports:
Some reports were generated with Balanced Scorecard Designer for the Active Portfolio Management Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:
- Check Overview KPI Report sample.
- Check Full HTML Scorecard Report sample.
- Check Diamond Style Report sample.
Balanced Scorecard Designer Screenshot:
The Balanced Scorecard Designer software was used to create this KPI.
Description by authors:
This Balanced Scorecard is designed to measure the performance of funds under the active portfolio management approach. It consists of the quantitative metrics, asset allocation metrics, and risk-adjusted return metrics that allow us to measure the performance of the portfolio with risk adjusted metrics opposite to the absolute return, used in passive management approach. The appropriate choice of the performance measure mostly depends on the role of the portfolio under question that can vary significantly. Thus it can represent the whole investment fund or its fracture, or a sub-portfolio of many portfolios.
KPI in Excel – Screenshot:
