Skip to content

Asset Management KPIs List

Asset management KPIs are designed to measure the asset management team’s efficiencies with elements like the occupancy rate, operational expenses (OPEX), net operating income (NOI), and new account onboarding process.

Asset Management KPI Dashboard

Asset Management Objectives

Asset management objectives are designed to track and measure the asset management team’s core job efficiencies. These objectives include managing multiple client accounts and regular research of current market trends to ensure that managed assets remain profitable and facilitate communications between stakeholders, the team and clients, and the team.

  • Manage multiple client accounts – The asset management team is responsible for managing all the client accounts. There are usually many client accounts; therefore, the team must successfully manage all accounts simultaneously. This KPI tracks and measures the team’s ability to successfully manage multiple client accounts.
  • Maintain effective communication with stakeholders – The asset management team must meet Stakeholder needs and expectations. The best way to achieve this aim is to communicate effectively and regularly with all stakeholders. This KPI tracks and measures how well the asset management team manages effective communication with stakeholders.

View all

  • Regularly research market trends and changes that may impact managed assets – The future of asset management depends on the team’s ability to remain current with the latest market trends, especially those trends that might directly impact managed assets. This KPI tracks the extent to which the asset management team regularly researches market trends and changes that may impact managed assets.
  • Identify important data insights and generate reports using Business intelligence software – Data insights are an integral part of the strategic decision-making process. This KPI tracks and measures the asset management team’s ability to identify essential data insights and generate reports using Business Intelligence software. The higher this metric, the more accurate and meaningful the information that is derived from the data.
  • Create impact analysis reports and deliver to key stakeholders and clients – Impact analysis reports are used to quantify disruptions like natural disasters to the asset management industry and their impact on the business. This KPI tracks and measures the extent to which the asset management team can create impact analysis reports and deliver them to key stakeholders and clients.
  • Communicate any necessary account changes with clients on time – This KPI tracks and measures the extent to which the asset management team communicates any necessary account changes with clients on time. The higher this metric, the more successful the asset management team’s communication skills are.
  • Analyze portfolio changes and identify any irregularities that may negatively impact client asset accounts – Analyzing portfolio changes and identifying any irregularities that may negatively impact client asset accounts is a core part of the asset management team’s role. This KPI tracks and manages the team’s ability to analyze portfolio changes and identify any irregularities.
  • Make changes to client portfolio as needed – This KPI tracks and measures the asset management team’s ability to make changes to each client portfolio as needed. The higher this metric, the greater the extent to which the asset management team can manage a client’s portfolio and make the requisite changes.
  • Organize and lead meetings with key stakeholders to review accounts – This KPI tracks and measures the asset management team’s ability to organize and lead meetings with key stakeholders to review accounts. The higher this metric, the greater the team’s ability to coordinate and conduct meetings with key stakeholders.

View less

Financial Advisor Job Objectives

Asset management objectives (KPIs) are designed to assist maintenance managers in evaluating the company’s assets’ performance, both as a group and on an individual basis, to highlighting problems or required changes.

  • Reduce the vacancy rate – The vacancy rate is one of the most important metrics (KPIs) that you, as a property asset manager, must measure and track. The vacancy rate is the percentage of all units available or empty in your property. It is the opposite of the occupancy rate, the percentage of occupied units.
  • Reduce the tenant turnover rate – Tenants are one of the most important aspects of your asset management business. The tenant turnover rate is a critical metric to monitor. Tenant stability is crucial for business success. Finding new tenants costs money. And if the turnover rate is high, it could indicate that is a problem.

View all

  • Improve yield – The yield on assets is a solvency ratio. It measures current and future income on the asset. And it is a way for management to determine how much revenue the company is earning on its assets. The higher the yield, the higher the company’s solvency metrics.
  • Improve OPEX – Operational expenses (OPEX) are defined as the daily expenses that a company incurs, keeping the business running. These expenses include rent on assets, utilities, property taxes, and maintenance costs. The lower the OPEX, the higher the profit, so the OPEX must be kept as low as possible.
  • Improve NOI and revenue growth – The Net Operating Income (NOI) is a calculation used to analyze the real estate investments or assets that generate income. It is calculated by subtracting the operating expenses from the asset’s revenue. The NOI serves as a way to analyze an asset’s viability.
  • Improve trade settlements per back-office employee – The cost per trade settlements per back-office KPI measures the operational efficiency of the asset management company. A low value for every asset that is bought or sold indicates efficient back-office staff. A high value suggests potential problems such as understaffing, inefficient business processes, or ineffective employees.
  • Improve account onboarding cycle time – The account or client onboarding cycle time is the time it takes to capture the client’s details, including their personal information, Know-Your-Customer or verification document details, and their bank account details. This process is a pain point for most asset management companies and detracts from a positive customer experience.

View less

Research Analyst Job Objectives

The asset management research analyst objectives are designed to track and measure the asset management’s research analyst’s job efficiencies. The research analyst forms an indispensable part of the asset management company’s team and is responsible for the collection, analysis, and reporting of asset management related-data.

  • Calculate vacancy rate – The calculate vacancy rate KPI measures and tracks the asset management’s research analyst’s ability to calculate the vacancy rate over time.
  • Calculate tenant turnover rate – The calculate tenant turnover rate KPI measures and tracks the asset management’s research analyst’s ability to calculate the tenant turnover rate over time. This metric is essential for management to determine what the tenant turnover rate is.

View all

  • Calculate yield – The calculate yield KPI measures the asset management research analyst’s ability to calculate the monetary returns on an asset over time. The yield is calculated as the net realized return divided by the principal amount or amount invested.
  • Calculate OPEX – The OPEX calculation measures the operating expenses or the expenses the asset management company occurs for running their day-to-day operations. This KPI measures the research analyst’s ability to perform this calculation.

View less

Revenue Manager Job Objectives

Revenue management in the asset management industry optimizes aspects such as apartment, time, guest, price, distribution channel, and cost-efficiency to ensure that the building’s apartments are fully occupied. The revenue management KPIs track and measure the asset management company’s effectiveness at managing this core business area.

  • Calculate Net Operating Income (NOI) and revenue growth – The Net Operating Income (NOI) and revenue growth calculation measures and tracks the asset management company’s NOI and revenue growth. This KPI measures the research analyst’s ability to calculate this statistic.
  • Calculate the average age of hardware assets – This calculation determines the average age of the asset management company’s hardware assets. This KPI measures and tracks the research analysts ability to calculate this average.

View all

  • Calculate the percentage of Configuration Items (CIS) – This KPI measures and tracks the asset management’s research analyst’s ability to calculate the percentage of Configuration Items (CIS). The higher this metric, the more capable the research analyst; thereby, providing the best statistics to management.
  • Calculate the percentage of hardware assets without lifecycle status – This KPI tracks and measures the research analyst’s ability to calculate the percentage of hardware assets without lifecycle status. Every IT hardware asset must have a lifecycle status. The more accurately this metric is calculated, the greater the chance of reducing the number of hardware assets without a lifecycle status.

View less

The proper management of assets like buildings is crucial to company success. The asset manager’s role is to ensure that employees meet their stated objectives as contained within the job efficiencies and as measured by the KPIs. And all of the stated objectives encompass the effective management of assets both financial and building.

These Key Performance Indicators are primary indicators in the evaluation of the company’s assets’ performance. They are fundamental to the understanding of the relationship between the asset, the company, and the client or the tenant. Without the tenant, the offices or apartments within the buildings will not be let. Without the buildings, the company cannot exist and the tenant will no longer have a place to stay or work from.

These KPIs track and measure customer-facing roles like the onboarding of new accounts without errors, the placing of tenants to reduce the vacancy rate, and increase each building’s optimal occupancy. They also monitor the financial elements of the asset management process like operating expenses, net operating income, and operational efficiencies to reduce the cost of doing business and increase the company’s top and bottom lines.

Company management is often unaware of the potential disengagement between employees, new customers or tenants, and existing tenants until company revenue drops substantially. These KPIs highlight the potential pain points between the employee, tenant, and the building before they spiral out of control and cause irrevocable harm to the business-customer relationship.

Benefits of AssessTEAM cloud-based employee evaluation form for your asset management team.

  • Use on all smart devices
  • Include custom KPIs
  • Keep historic trends
  • Include eSignatures
  • 360-degree feedback
  • Unlimited customization
Menu