This is a Financial Securities Metric Dashboard (Diamond) Report, it is one of reports that Balanced Scorecard Designer can generate for Financial Securities KPI. With this software you can also design your own scorecards, KPIs and metrics.

Financial Securities Balanced Scorecard

Report includes: 1 day(s), from 14.11.2008 to 14.11.2008

Name

Start value

End value

Dynamic

Contains

Financial Securities Balanced Scorecard

50,11 %

0 %

Risk-Return Perspective	(48%, 0%)
Liquidity Perspective	(40,7%, 0%)
Growth perspective	(51,4%, 0%)
History and Past Performance Perspective	(65,9%, 0%)

Graph for Financial Securities Balanced Scorecard

Data for Financial Securities Balanced Scorecard

Dates	Value
14.11.2008	50,11

Risk-Return Perspective

Name

Start value

End value

Dynamic

Parent

Contains

Risk-Return Perspective

48,03 %

Financial Securities Balanced Scorecard

Indicators

Sharpe ratio

Jenson's Alpha

Treynor Ratio

Volatility Comparison Index *

* - Information for this metric is limited in sample report Description This group of parameters is used to gauge the ability of security in giving 'risk adjusted return'.

Graph for Risk-Return Perspective

Data for Risk-Return Perspective

Dates	Value	Weight
14.11.2008	48,03	3

Sharpe ratio

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Sharpe ratio	3,036	3,036	0	#	Maximize	Risk-Return Perspective

Description This is calculated as the ratio of 'difference between annual return and risk free rate' to 'standard deviation of annual returns'. It gives an idea of how well the return received by an investor covers the risk taken by him.

Graph for Sharpe ratio

Data for Sharpe ratio

Dates	Weight	Min	Max	Value
14.11.2008	3	1	5	3,036

Jenson's Alpha

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Jenson's Alpha	1,82	1,82	0	#	Maximize	Risk-Return Perspective

Description This is a measure to know the excess return of a security, over and above the expected amount. The value can be obtained by using the formula- Portfolio return- (Risk free Rate+ Portfolio Beta *(Market Return - Risk Free Rate).

Graph for Jenson's Alpha

Data for Jenson's Alpha

Dates	Weight	Min	Max	Value
14.11.2008	3	1	2	1,82

Treynor Ratio

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Treynor Ratio	2,3225	2,3225	0	#	Maximize	Risk-Return Perspective

Description This is yet another measure to explore the relationship between risk and returns of a security. It is equal to the return earned by a security, above the risk-less investments. It is calculated by using the formula- (Portfolio Return -Risk free rate)/ Portfolio Beta.

Graph for Treynor Ratio

Data for Treynor Ratio

Dates	Weight	Min	Max	Value
14.11.2008	2	1,5	4	2,3225

Liquidity Perspective

Name

Start value

End value

Dynamic

Parent

Contains

Liquidity Perspective

40,74 %

Financial Securities Balanced Scorecard

Indicators

Cash ratio

Quick ratio

Current ratio

Operating Cash Flow ratio *

* - Information for this metric is limited in sample report Description This aspect helps the investor in judging the short- term ability of the investment instrument to pay off. Therefore has its utility for both, the investors and the organizations which are involved in issuing the given security.

Graph for Liquidity Perspective

Data for Liquidity Perspective

Dates	Value	Weight
14.11.2008	40,74	3

Cash ratio

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Cash ratio	1,778	1,778	0	#	Maximize	Liquidity Perspective

Description This gives the extent to which the current liabilities can be covered by current assets. The formula for calculating this is- Cash and Cash Equivalents/ Current liabilities

Graph for Cash ratio

Data for Cash ratio

Dates	Weight	Min	Max	Value
14.11.2008	3	1	2	1,778

Quick ratio

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Quick ratio	2,642	2,642	0	#	Maximize	Liquidity Perspective

Description It gives the ability to pay off an organization's current liabilities with current assets, excluding the inventory. It is better than the 'Cash ratio' as inventory (with very low liquidity) is not included in it.

Graph for Quick ratio

Data for Quick ratio

Dates	Weight	Min	Max	Value
14.11.2008	3	2	5	2,642

Current ratio

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Current ratio	2,714	2,714	0	#	Maximize	Liquidity Perspective

Description This is the ability to pay short term obligations with short- term assets. The formula is- Current Assets/ Current liabilities

Graph for Current ratio

Data for Current ratio

Dates	Weight	Min	Max	Value
14.11.2008	2	2	5	2,714

Growth perspective

Name

Start value

End value

Dynamic

Parent

Contains

Growth perspective

51,44 %

Financial Securities Balanced Scorecard

Indicators

% rise in the organization's Turnover

Rating in the 'Market share Ranking Report'

'EPS rise' Index

% increase in the 'volume of shares traded' *

* - Information for this metric is limited in sample report Description This class of indicators looks after the progress in quantitative manner. By ensuring that the 'target values' are achieved, one can keep a track on the improvements being made.

Graph for Growth perspective

Data for Growth perspective

Dates	Value	Weight
14.11.2008	51,44	2

% rise in the organization's Turnover

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	% rise in the organization's Turnover	64,99	64,99	0	%	Maximize	Growth perspective

Description This parameter is an indication of the progress the group is making in terms of total turnover of the activities.

Graph for % rise in the organization's Turnover

Data for % rise in the organization's Turnover

Dates	Weight	Min	Max	Value
14.11.2008	3	10	100	64,99

Rating in the 'Market share Ranking Report'

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Rating in the 'Market share Ranking Report'	7,309	7,309	0	#	Minimize	Growth perspective

Description This parameter is equal to the position at which the organization stands, among top ten. This parameter's value is a combined reflector of the 'potential of the company as seen by the investors' and 'competitive position of group'.

Graph for Rating in the 'Market share Ranking Report'

Data for Rating in the 'Market share Ranking Report'

Dates	Weight	Min	Max	Value
14.11.2008	2	1	10	7,309

'EPS rise' Index

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	'EPS rise' Index	0,7876	0,7876	0	#	Maximize	Growth perspective

Description This parameter's value is the greatest concern of investors as it indicates the increase in the collection they have via the stocks held.

Graph for 'EPS rise' Index

Data for 'EPS rise' Index

Dates	Weight	Min	Max	Value
14.11.2008	2	0,1	1	0,7876

History and Past Performance Perspective

Name

Start value

End value

Dynamic

Parent

Contains

History and Past Performance Perspective

65,94 %

Financial Securities Balanced Scorecard

Indicators

% increase in the number of investors

% rise in the Return of security

Favourable Rating Index

Portfolio Inclusion Index *

* - Information for this metric is limited in sample report Description This category is to take care of the 'track record' of the given security. It comprisis of indicators which are very helpful in knowing the past performance level of the financial securities.

Graph for History and Past Performance Perspective

Data for History and Past Performance Perspective

Dates	Value	Weight
14.11.2008	65,94	2

% increase in the number of investors

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	% increase in the number of investors	96,58	96,58	0	%	Maximize	History and Past Performance Perspective

Description It refers to % increase in the number of investors who have invested thier money in the financial securities through the organization. This indicator will help in getting an estimate of how it has performed since its introduction.

Graph for % increase in the number of investors

Data for % increase in the number of investors

Dates	Weight	Min	Max	Value
14.11.2008	3	10	100	96,58

% rise in the Return of security

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	% rise in the Return of security	76,1	76,1	0	%	Maximize	History and Past Performance Perspective

Description This is the most significant reflector of progress attained by the 'investment instrument'.

Graph for % rise in the Return of security

Data for % rise in the Return of security

Dates	Weight	Min	Max	Value
14.11.2008	3	50	100	76,1

Favourable Rating Index

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Favourable Rating Index	3,754	3,754	0	Score	Maximize	History and Past Performance Perspective

Description The value of this parameter can be obtained by asking the investors to rate a given security as 'favourable' or 'unfavourable' (on a scale of 1 to 10).

Graph for Favourable Rating Index

Data for Favourable Rating Index

Dates	Weight	Min	Max	Value
14.11.2008	2	1	10	3,754

Created by: AKS-Labs
Report created with Balanced Scorecard Designer at 07.12.2008 15:27:04