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.
KPI of the Day – Investments: % Unsettled trades
Definition
Measures the count of trades that are yet to be settled as part of the transfer process.
