Broker Votes and Scorecards Automation Tool

Acuity Knowledge Partners’ Broker Votes and Scorecards Automation Tool can be used to generate customized analyst/sector broker vote reports and mid-year and annual scorecards. It provides the option of collating data from multiple sources and formats or rank analysts, or using quartiles based on the client's scoring methodology.

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Features
  • Scorecard template design
  • Book-keeping of broker votes
  • Automated scorecard and MIS
  • Customized MIS/dashboard/scorecard for COO teams
  • Query resolution on votes, with minimum turnaround time
  • Performance reports in any desired format (e.g., Excel, PDF)

Approach & Impact

Approach
  • Data collation from client-proprietary data sources and other third-party sources
  • Semi-automated conversion of qualitative broker vote data to quantitative scores
  • Automated scoring methodologies
  • Interactive MIS reports, broker vote reports and analyst scorecards
Impact
  • Helps to build a customized scorecard, tailored to internal specifications to track account performance
  • Maintains confidentiality of the process
  • Global integration – benchmark against other regions/sectors/analysts
  • Standardization – global scorecards
  • Single-day turnaround and ability to handle on-demand requests
  • Deep-dive analytics and MIS
  • Significantly lowers costs (setting up a manual team vs. an automated tool)
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