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Key performance indicators 
In response to the changing market environment, UBS conducted a detailed review of its key performance indicator (KPI) framework in 2008. The review sought to better align the KPI framework with the firm's current strategic priorities. The review focused on identifying key drivers of total shareholder return (TSR), which is defined as the change in the share price and any dividend yield and represents the ultimate measure of performance for shareholders.
UBS manages its businesses based on its KPI framework, which is used for internal performance measurement to ensure management accountability and consistency. Both Group and business division KPIs are used to determine variable compensation of executives and staff. The Group and business division KPIs are shown in the table below.
Key performance indicators | |||
As of or for the quarter ended | |||
31.3.09 | 31.12.08 | 31.3.08 | |
Performance | |||
Return on equity (RoE) (%) | (58.7) | (169.2) | |
Return on risk-weighted assets, gross (%) | 8.4 | 1.2 | (4.4) |
Return on assets, gross (%) | 1.3 | 0.2 | (0.7) |
Growth | |||
Net profit growth (%) 1 | N/A | N/A | N/A |
Net new money (CHF billion) 2 | (85.8) | (12.8) | |
Efficiency | |||
Cost / income ratio (%) 3 | N/A | N/A | |
Capital strength | |||
BIS tier 1 ratio (%) | 10.5 | 11.0 | |
FINMA leverage ratio (%) | 2.56 | 2.46 | |
Net new money 1 | |||
Quarter ended | |||
CHF billion | 31.3.09 | 31.12.08 | 31.3.08 |
Swiss clients | (10.2) | (17.4) | (4.4) |
International clients | (13.2) | (43.0) | 4.9 |
Wealth Management & Swiss Bank | (23.4) | (60.4) | 0.5 |
Wealth Management Americas | 16.2 | 2.2 | 3.2 |
Institutional | (1.1) | (16.7) | (9.6) |
Wholesale intermediary | (6.6) | (10.9) | (6.9) |
Global Asset Management | (7.7) | (27.6) | (16.5) |
UBS | (14.9) | (85.8) | (12.8) |
Invested assets | |||||
As of | % change from | ||||
CHF billion | 31.3.09 | 31.12.08 | 31.3.08 | 31.12.08 | 31.3.08 |
Swiss clients | 313 | 325 | 409 | (4) | (23) |
International clients | 621 | 631 | 819 | (2) | (24) |
Wealth Management & Swiss Bank | 934 | 955 | 1,228 | (2) | (24) |
Wealth Management Americas | 673 | 644 | 766 | 5 | (12) |
Institutional | 337 | 335 | 445 | 1 | (24) |
Wholesale intermediary | 239 | 240 | 320 | 0 | (25) |
Global Asset Management | 576 | 575 | 765 | 0 | (25) |
UBS | 2,182 | 2,174 | 2,759 | 0 | (21) |
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