The Scorecard Participating firms receive the Competitive Challenges Scorecard, which analyzes and scores each firm in the survey on more than 1,500 metrics in seven key areas: Management Impact, Resource Effectiveness and Allocation, Product Competitiveness, Customer Segments, Technology and Operations, and Compensation Effectiveness. The Scorecard presents the participating firm's scores in each area and compares performance against the overall universe of participants and against customized peer groups for plus and premium clients.  Management Impact Revenue, expense, and profit growth Margins and fee realizations Asset growth, asset flows, and performance Management goals and strategic issues   Resource Effectiveness and Allocation Productivity ratios for investment management, sales and marketing Expense levels by department Headcount growth and employee turnover by department   Product Competitiveness Gross margin, fee realization, and cost of managing assets by asset class Total, new, and lost assets by asset class Investment management revenue, expense, and profit by asset class   Customer Segments Detailed analysis of financial performance and productivity; total, new and lost assets; and marketing, sales, and client service activities Universe share of AUM, inflows, and outflows Asset flows by client type, packaging type and asset class Analysis of institutional consultant relations policy   Technology and Operations Key operations and technology expense ratios Efficiency of investment operations, trading, and reconciliation activities Technology infrastructure spending Soft-dollar expenses and outsourcing practices   Compensation Effectiveness Key return-on-compensation ratios Compensation structure and administration practices Bonus plan and incentives eligibility and structure compensation practices Each Scorecard section includes data tables that show aggregated business metrics of the competition compared to your firm. This research is then segmented into quartiles, means and medians, to display relative comparisons across the range of metrics given the uniqueness of each asset manager's business. The research is also presented graphically for all key business metrics so participants can visualize where they stand against quartiles and medians as defined by the universe of firms.  Competitive Challenges provides actionable information for formulating business strategies, determining compensation levels, managing expenses, and setting budgets, which ultimately results in higher profits and enhances the competitiveness for your firm. The Competitive Challenges consulting team stands ready to work with your organization to use the research to accomplish these business objectives.