Broker Dealer KPI Encyclopedia

KPI Encyclopedia

Broker Dealer KPI Encyclopedia

This document defines over 500 Broker Dealer industry KPIs, including metric definitions for Client Services, Reporting & Analysis, Compliance & Risk Management and more. These KPIs are further categorized into seven major groups: cost, productivity, revenue, organizational, quality, service and volume. Purchase this document today to identify and begin measuring the right Broker Dealer metrics.

How many metric, or KPI definitions, are included in this download? For which areas?

This reference-style document includes over 500 investment banking KPI, or metric, definitions. The following common broker dealer lines of business and functions are covered in this KPI Encyclopedia:

  • Broker Dealer (Enterprise-wide)
  • Client Services
  • Compliance & Risk Management
  • Reporting & Analysis
  • Trade Operations & Support
  • Investment & Market Research
  • Investment Banking
  • Investment Management
  • Sales & Trading
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Frequently Asked Questions

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