Asset Management Firm
KPI Name: Asset Management Firm Balanced Scorecard Metrics
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Description by authors:
Qualitative ways of judging an organizational movements are a thing of past. Holistic measurement is the need of the hour and in this direction, several methods to evaluate a group have come up time and again. One of those that stood the test of times is BSC (Balanced Scorecard) which utilizes key performance indicators to evaluate performance.
Moving on the same lines, asset management firms too have appreciated the importance of this tool and these organizations easily structure indicators to reflect their operational environment. The perspectives that count in case of these organizations are Financial, Internal Operations, Risk and Performance.
Financial Perspective can be assessed by using parameters like ‘% drop in inflows’, ‘amount managed’, ‘dividend declaring percentage’ and ‘returns increase index’. Risk can be measured with ‘number of security measures used’, ‘number of security breaches experienced’, ‘% increase in funds given for the security issues’, ‘% compliance with the official guidelines’. Internal Operations can be obtained with ‘number of countries the organization is present in’, ‘number of overseas investors’, ‘minimum denomination needed’ and ‘sustenance period’. Performance Perspective can be had with ‘number of awards won’, ‘number of cities from where the investors participate’.
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