Measuring performance of passive investments
KPI Name: Passive Investments Balanced Scorecard Metrics
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Sample reports:
Some reports were generated with Balanced Scorecard Designer for the Passive Investments Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:
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Balanced Scorecard Designer Screenshot:
The Balanced Scorecard Designer software was used to create this KPI.
Description by authors:
The given BSC on Passive Portfolio Management strategy evaluation provides the opportunity to measure the real performance of management investing under a passive investment management approach. Since the allocation strategy is the main factor determining the rate of return for the entire portfolio, this model allows analyzing allocation preferences and gives an opportunity to evaluate the return of the asset classes within the portfolio. Such decomposition of the returns and clear vision of the allocation strategy ensures the objectivity and analytical viability of this BSC that gives more opportunities to measure the performance of the entire portfolio under passive management approach.
KPI in Excel – Screenshot:
