Using Metrics to Train, Compete and Win
Asset managers should download this report to:
- Learn about the critical steps to constantly measure performance and continuously optimize internal and client-facing functions to compete in distribution, client service and investments
- Identify the critical metrics to maximize efficiency of individual distribution professionals in order to operate as efficiently as possible
- Benchmark client service quality, implement improvements and measure progress in order to create a winning client-centric culture
- Measure the effectiveness of the investment process at meeting the needs and expectations of clients