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Benchmarking Surveys: Client Operating Ratio
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Client Operating Ratio Survey

Report Dates:2011, 2007


This report documents the ground-breaking study about organizations managed by AMCs, which makes this study unique among all the other Institute benchmark studies and surveys that are about AMCs. There were 317 AMC-managed organizations contributing data to this study and it was structured to parallel ASAE's Operating Ratio studies dating back nearly 20 years. This study not only reports average and median data for Income and Expense categories, but includes quartile data for each ratio studied, making this a much more valuable tool than ASAE's Operating Ratio results. Of course, this study is exclusively about AMC-managed organizations, none of which are included in the ASAE Operating Ratio studies. Further, the Client Operating Ratio, conducted by the same independent research firm that conducted ASAE's studies, is statistically valid at the 95% confidence level.


There are too many important results to highlight any one or two over the others contained in the report. Perhaps the most dramatic result of the study is that AMC-managed organizations pay, on average, 30% of their revenue in AMC fees. In comparison to standalone organizations for an equivalent collection of services those organizations could retain from an AMC, we learn that standalone organizations pay, on average, a 50% premium for the privilege to hire their own employees, shoulder the full costs of occupancy and spend their scarce revenue on capital goods.

Downloadable Resources

2007 AMCI Client Operating Survey Report - FINAL.pdf (filesize 568.29 KB)

2011 Client Operating Ratio Survey ORDER FORM revised.pdf (filesize 371.02 KB)

AMCI Partners

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