Financial Institutions |
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|---|---|
| Financial institutions include all the activities that take place in an institution that provides financial services, such as deposit-taking institutions, insurance companies and pension funds, and brokers, underwriters and investment funds. KPIs focus on providing relevant information on the specific activities of financial institutions. | |
Sub-categories |
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| Banking, Mortgages and Credit (27) | Investments (11) |
| Insurance (12) | |
Key Performance Indicator examples
Select your Key Performance Indicators (KPIs) from the Performance Measures listed below:
% Management expense ratio (MER)
Measures the percentage of a mutual fund's average net assets required to cover the management operating expenses.
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$ Prepayment penalty
Measures the value of the charge a lender makes if the mortgage is paid earlier than the agreed term. Not all lenders charge a penalty for early payment.
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% Total expense ratio (TER)
Measures the percentage of a mutual fund's average net assets that is used to cover the managing and operating costs.
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% Reserve ratio
Measures the minimum amount of money and liquid assets a financial institution is required to have on reserve to manage risk. In some economies this amount is regulated by the central bank and applies to its system member banks.
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% Administrative expense per gross premium
Measures the amount of administrative expense as a percentage of the gross premium.
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# Information ratio (IR)
Measures the part of the rate of return attributable to the portfolio manager's ability to generate excess returns relative to a benchmark.
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# K-ratio
Measures the performance of a stock portfolio relative to its risk.
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% McDonough ratio
Measures the minimum amount of capital a financial institution should have as a percentage of the risk-weighted credit exposure. This indicator has evolved from the % Cooke ratio, but in its calculation are used different weightings.
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# Nova/Ursa ratio
Measures the investor attitudes toward the market by using the Nova and Ursa funds from the Rydex Fund Group.
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% Placement ratio
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. It is published by the Bond Buyer's publication.
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