Скачать или смотреть Asset Management Companies KPI Dashboard in Power Bi

Download the Asset Management Companies KPI Dashboard now ➡️
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Take full control of your investment performance with our Asset Management Companies KPI Dashboard — a ready-to-use, professional Power BI template designed for asset managers, portfolio analysts, wealth advisors, and investment teams.

💼 What it is:
A comprehensive Power BI dashboard that consolidates all critical asset-management KPIs — AUM, returns, risk metrics, portfolio allocation, benchmark comparison, client segmentation, and performance attribution — into one dynamic and interactive report.

📊 Key benefits & features:
📈 Track core KPIs instantly — including Total AUM, Fund Returns, Portfolio Growth, Sharpe Ratio, Volatility & Risk Exposure
📉 Trend & benchmark analysis — evaluate performance over time and compare against indices or internal targets
⚙️ Fully customizable — slice data by fund type, asset class, client segment, region, or time period
🧠 Make smarter portfolio decisions — identify under-performing assets, optimize allocation, assess risk & improve strategy

✨ Why download:
If you manage investment portfolios or oversee financial performance, this dashboard turns complex financial data into clear, actionable insights — helping you improve reporting, strengthen decision-making, and deliver better value to stakeholders.

👉 Download the dashboard now and elevate your asset-management analytics!


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