AuM, Lending Stock | Tableau Exchange

AuM, Lending Stock

by Tableau

Description

The Tableau Accelerator for AuM, Lending Stock gives you a jumpstart to getting data-driven insights into your CAL (client assets and liabilities) balance, including top contributors to NNM and NNL. Portfolio managers can use this Accelerator to better understand your volume of AuM, lending stock, NNM, and NNL.

AuM (assets) and NNM are defined in Accelerator “AuM (Assets under Management)”. Lending stock (liabilities) represents the volume of loans granted by the bank to its customers. NNL (net new lending) refers to the net evolution of lending stock from one period to another.

Answer key business questions

  • What is our volume of AuM?
  • What is our volume of lending stock?
  • What is the volume of NNM? Who are our top contributors?
  • What is the volume of NNL? Who are our top contributors?
  • What is the composition of our client base?
  • How many clients did we acquire, and what was the impact on our NNM?
  • How many clients did we lose, and what was the impact on our NNM?

Monitor and improve KPIs

  • Total AuM
  • Total Inflows
  • Total Outflows
  • NNM (Net New Money)
  • Total Market Effect
  • Total Lending Stock
  • Total Inflows (Lending)
  • Total Outflows (Lending)
  • Nb of Clients
  • Lost Clients
  • New Clients
  • Nb of RMs
  • NNL (Net New Lending)
  • Total CAL
  • 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)
  • Inflows (Lending) (numeric)
  • Outflows (Lending) (numeric)
  • Lending Stock (numeric)

Tech Specifications

Supported Layouts

Security and Legal

Accelerator