Investment Banking Scorecard
KPI Name: Investment Banking Balanced Scorecard Metrics
Related KPIs: Value Based Management, Activity Based Costing, Intellectual Capital Development, E-commerce Scorecard, Financial Outsourcing, Financial Benchmarking, Personal Finance
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Description by authors:
Performance tracking constitutes a significant responsibility of organizational management. The task becomes all the more important when it is about Investment banking as striking a balance among the large number of services can make it difficult to follow the steps. However, equally true is the fact that no compromise can be made in the direction of performance assessment. The key is to use measurable, specific and actionable parameters to rely on.
The categories, which can help in this tracking task are- Financial perspective, Internal Operations Perspective, Risk Perspective and Growth Perspective.
Financial aspect can be had from KPIs like ‘fraction of investments, which gave ROI equal to or more than the expected value’, ‘Proportion of revenue contributed by each of the services’, ‘average rise in investment’ and ‘maximum drop ever experienced in ROI’. This will ensure maintaining a stable economic stand.
Risk can be evaluated via knowing the values for ‘Tier I capital’, ‘Capital Adequacy ratio’, ‘% of portfolios with fatter tails in their ‘return distribution’ and ‘number of instances when restructuring was done in the organization’.
Internal Operations can be measured through indicators such as ‘number of services offered’, ‘Frequency of revising performance evaluation and reward systems’, ‘Fraction of revenue contributed by the intellectual capital’ and ‘Number of alliances or joint ventures with -Global Top Players’.
The last perspective i.e. Growth can be known by keeping an eye on measures like ‘Rise in competitive position’, ‘rate of Expansion’, ‘% increase in the contribution by each service offered by the organization’ and ‘customer concentration ratio’.
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