2 Investment Research OKR examples with initiatives

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What are Investment Research OKRs?

The OKR acronym stands for Objectives and Key Results. It's a goal-setting framework that was introduced at Intel by Andy Grove in the 70s, and it became popular after John Doerr introduced it to Google in the 90s. OKRs helps teams has a shared language to set ambitious goals and track progress towards them.

Formulating strong OKRs can be a complex endeavor, particularly for first-timers. Prioritizing outcomes over projects is crucial when developing your plans.

We've tailored a list of OKRs examples for Investment Research to help you. You can look at any of the templates below to get some inspiration for your own goals.

If you want to learn more about the framework, you can read our OKR guide online.

Investment Research OKRs examples

You'll find below a list of Objectives and Key Results templates for Investment Research. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.

Hope you'll find this helpful!

OKRs to enhance the precision of investment forecasting

ObjectiveEnhance the precision of investment forecasting
KRIncrease the number of successfully predicted trends by 30%
Invest in advanced predictive analytics tools
Conduct more in-depth market research
Hire or train staff in statistical forecasting
KRConduct 3 training workshops on advanced investment analysis techniques
Outline topics and content for the training
Identify appropriate professionals to lead the workshops
Organize location and logistical details
KRImplement AI forecasting tools for 20% reduction in forecast error
Procure and install the selected AI forecasting tools
Train staff on using AI forecasting tools
Identify suitable AI forecasting tools for business needs

investment-forecasting predictive-analytics investment-analyst statistics-expert investment-strategies-team market-research-and-analysis-team

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OKRs to achieve optimal resource allocation on funding

ObjectiveAchieve optimal resource allocation on funding
KRReduce operational spending by 10%
Identify inefficient operations and implement cost-saving measures
Negotiate with suppliers for discounted rates
Limit non-essential expenditures
KRImprove ROI on invested funds by 15%
Analyze current portfolio performance and identify underperforming assets
Rebalance portfolio to include identified higher-yield investments
Research potential higher-yield investment opportunities
KRSecure 20% increase in investment funds
Compile financial reports showcasing potential for growth
Develop a persuasive investment proposal
Schedule pitches with potential investors

resource-allocation investment-funds financial-analyst portfolio-manager finance investment-research

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How to write your own Investment Research OKRs

1. Get tailored OKRs with an AI

You'll find some examples below, but it's likely that you have very specific needs that won't be covered.

You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.

1. Go to Tability's plan editor
2. Click on the "Generate goals using AI" button
3. Use natural language to describe your goals

Tability will then use your prompt to generate a fully editable OKR template.

Watch the video below to see it in action 👇

Option 2. Optimise existing OKRs with Tability Feedback tool

If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.

1. Go to Tability's plan editor
2. Add your existing OKRs (you can import them from a spreadsheet)
3. Click on "Generate analysis"

Tability's Strategy Map makes it easy to see all your org's OKRs

Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.

You can then decide to accept the suggestions or dismiss them if you don't agree.

Option 3. Use the free OKR generator

If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.

Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.

Investment Research OKR best practices

Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Here are a couple of best practices extracted from our OKR implementation guide 👇

Tip #1: Limit the number of key results

Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your OKRs.

We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.

Tip #2: Commit to weekly OKR check-ins

Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.

Being able to see trends for your key results will also keep yourself honest.

Tip #3: No more than 2 yellow statuses in a row

Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.

As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.

Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.

How to track your Investment Research OKRs

OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the framework. Reviewing progress periodically has several advantages:

It brings the goals back to the top of the mind
It will highlight poorly set OKRs
It will surface execution risks
It improves transparency and accountability

Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKR platform to make things easier.

If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.

More Investment Research OKR templates

We have more templates to help you draft your team goals and OKRs.

2 OKR examples for Investment Research