Measuring Trade Efficiency

My Investment Operation is scalable; or is it?

In the example below, both COOs believe they are doing a great job because they are supporting the growth of the business. A deeper dive into the data indicates that only one is actually improving efficiency.

The company on the left is supporting it's growth by adding expensive headcount, whereas the company on the right has supported the same growth while keeping headcount flat. They achieved their efficiency targets by measuring it, setting performance goals and achieving those goals by replacing antiquated manual processes with automated exception based tools.

If you are still running your investment operation without good metrics and/or if you are still running a very manual shop, it’s time for a change. For a free consultation, please contact Wall Consulting Group at