KPI of the Day – Investment: $ Settlement of matched financial trades
Definition
Measures the settlement values from Depository Trust and Clearing Corporation (DTCC) matched against the settlement values entered in the order management system (OMS).
Posts Tagged ‘KPI’
KPI of the Day – Investment: % Wire transactions under investigation
Definition
Measures the percentage of wire transactions that are under investigation, due to a reconciliation break or an inquiry from the client or another financial institution, out of the total wire transactions.
KPI of the Day – Investment: # Mutual fund liquidity ratio
Definition
Compares the amount of cash to the total assets held by a mutual fund.
KPI of the Day – Investment Performance: % Placement ratio
Definition
Measures the percentage of municipal bonds that were sold during a week. Only issues greater or equal to $1 million are used in the calculation.
The human element: employees, fears and working with KPIs
The moment KPIs appear in our organizational life and journey along with performance reviews, targets, performance rewards and other elements, the change done to the current system starts to impact not only the business’s processes, but also its employees.
