AuM

by Tableau

Free

Description

The Tableau Accelerator for AuM gives you a jumpstart to getting data-driven insights into Assets under Management (AuM) volume evolution and related drivers, like top contributors to NNM and distribution of AuM by business line and mandate. Portfolio managers can use this Accelerator to better understand their AuM and why it has grown or decreased.

Assets under Management (AuM) is the total market value of the investments that a bank (or financial entity) manages on behalf of clients.

Net New Money (NNM) refers to the net amount of fresh assets (inflows minus outflows) that clients bring into the bank.

Market effect reflects the evolution of market prices of invested AuM (e.g., $500M has been invested in equity for which the valuation increased by 1 percent in a month. The market effect will then be +5M$).

Answer key business questions

  • What is our volume of AuM?
  • What contributed positively/negatively in the growth/decrease of AuM?
  • What are the results split by business line?
  • How did NNM and market effects evolve during the last months?

Monitor and improve KPIs

  • Total AuM
  • Total Inflows
  • Total Outflows
  • NNM (Net New Money)
  • Total Market Effect
  • Nb of Clients
  • Lost Clients
  • New Clients
  • Nb of RMs
  • AuM per Client
  • AuM per RM
  • NNM per Client
  • NNM per RM
  • Accounts per Client

Required attributes

  • Month (date)
  • Business Line (string)
  • Relationship Manager (string)
  • Client (string)
  • Mandate (string)
  • Inflows (numeric)
  • Outflows (numeric)
  • Market Effect (numeric)
  • AuM (numeric)

Partners of Choice

Our top consulting Partners may be able to help you customize this Accelerator for your own business needs.

  • InterWorks - Tableau expertise from 8X Partner of the Year
  • IBM - Global Salesforce and Business Expertise
  • USEReady - Global team of modernization and analytics experts focused on Financial Services
  • Atrium - Regional Partner helps you make better decisions with CRM, AI, and Analytics
  • CoEnterprise - Deep Customer and Vendor insights with Tableau
  • Lovelytics - Data viz experts provide data strategy solutions and focus on Financial Services and Retail.

Tech Specifications

Supported Layouts

Works with

Tableau 2018.2 and later

Security and Legal

Accelerator