Module
Metrics, funnels and benchmarks
Covers the metrics, funnels, and benchmarks that quantify marketing performance on AUM economics.
5 lessons • 750 XP available
Lessons
1
Calculating true acquisition cost across asset management channels
+150 XPCalculate true acquisition cost across asset management channels.
2
Modeling client lifetime value on AUM economics
+150 XPModel client lifetime value using AUM economics.
3
Building the asset gathering funnel and its conversion stages
+150 XPBuild the asset gathering funnel and its conversion stages.
4
Measuring engagement that predicts allocations
+150 XPMeasure engagement signals that predict allocations.
5
Retention, redemption and net flow benchmarks
+150 XPBenchmark retention, redemption, and net flow figures.