KPI of the Day – Investment: $ Firm exposure
Definition
Measures the amount an underwriter will need to cover in the event that a sufficient number of investors do not commit to the deal or transaction.
KPI of the Day – Investment: % On-time trade settlement rate
Definition
Measures the percentage of trades to be settled on a particular day (day T+3).
KPI of the Day – Investment: % Expense ratio (ER)
Definition
Measures the percentage of a mutual fund’s average net assets that is used to cover the managing and other operating costs.
KPI of the Day – Investment: % Straight through processing (STP)
Definition
Measures the percentage of trades that were straight through processed from overall trades.
Replacing the Irreplaceable, or how to increase the ”Bus factor”
One major factor that could have a negative influence on the successful outcome of a project is employee turnover, which represents the risk of key personnel leaving the project.
