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Organizations operating in Investment banking sector are required to carry out a number of activities like 'capital raising', 'trading in securities', 'Merchant banking', 'investment management' and 'handling M& As (Mergers and Acquisitions).
Owing to the wide variety of activities these are involved and the dynamics underlying the operations, a complicated environment is what comes up. Several factors that have an impact on risk and returns of the securities are to be looked after to result in useful and attractive outcomes.
Further, large number of legal issues (such as obtaining license) have to be taken care of by such players. At the same time, meeting the expectations of clients is another subject that deserves attention. Also, employees are expected to be armed with sufficient experience and knowledge to accomplish the tasks successfully.
Paying uniform heed to all these aspects makes it mandatory that an effective 'management performance tool' be brought into use. One such methodology is Balanced Scorecard that has 'metrics' as its motifs. This is to say that indicators, to which 'target and actual numbers' can be allotted are looked for and categorized under suitable groups.
This is the actual scorecard with Investment Banking Indicators and performance indicators. The performance indicators include: financial perspective, % of investments that fetched roi, equal to or more than the expected value, proportion of revenue brought by each service offered, average rise in investment: revenue ratio, maximum drop experienced in roi, risk perspective, tier i capital, capital adequacy ratio, % of portfolios with fatter tails in the return distribution, number of instances when restructuring was done in the organization, internal operations perspective, number of services offered, frequency of revising performance evaluation and reward systems, fraction of revenue brought by the intellectual capital housed in the organization, number of alliances or joint ventures with global top players, growth perspective, rise in competitive position in last 5 years, rate of expansion, % increase in the contribution of each service, customer concentration ratio.
Download a trial version of Investment Banking Estimation Balanced Scoreboard or purchase a full version online.
How is this book different from 796 other book titles about KPIs on Amazon?
"Before writing a single line, I formulated some guiding principles, one of them was: "If our clients ask, "How can I find a good KPI for..." - I want this book to provide a perfect answer."