Nerd's Eye View

JUNE 7, 2024

detecting fraud or analyzing data) to provide a better client experience! Nonetheless, respondents (particularly those in younger generations) do not see this as an either-or choice, but rather anticipate benefitting from working with human advisors who leverage AI tools for certain tasks (e.g.,

Concentration 75

Concentration Analyzing Data Tax Planning Leverage 75

The Finance Weekly

DECEMBER 15, 2024

Analyze Data: Take a closer look at who your audience is, what they care about, and how they behave. Ownership: Assign responsibility for each goal to team members to foster accountability. Not every campaign will carry equal weight, so concentrate your efforts and resources where they will make the biggest difference.

Planning 52

Planning Marketing Auditing Budgeting 52

Global Finance

JULY 25, 2024

Physical cash concentration structures automate transfers between accounts into a single account; clients can mitigate FX exposure and get better visibility and control; 2) Notional pooling. Cross-currency sweeps can generate a consolidated global position of cash from two accounts in different currencies.

Treasury 52

Treasury Analyzing Data Concentration Currencies 52

Global Finance

JULY 25, 2024

Physical cash concentration structures automate transfers between accounts into a single account; clients can mitigate FX exposure and get better visibility and control; 2) Notional pooling. Cross-currency sweeps can generate a consolidated global position of cash from two accounts in different currencies.

Treasury 52

Treasury Analyzing Data Concentration Currencies 52

The Finance Weekly

OCTOBER 13, 2021

When a firm spends weeks reconciling accounts, closing the books, and reporting earnings to stakeholders, moving quickly is challenging. Finance teams may spend less time crunching data and more time doing what they're passionate about finding new revenue and growth possibilities by eliminating the manual labor required.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

Musings on Markets

JANUARY 12, 2021

Last week, was my data week, where I download and analyze data on all publicly traded companies, listed anywhere in the world, and I will post extensively on what the numbers look like after a most tumultuous year. As we approach the turn of the calendar year, I have my own set of rituals that prepare me for the new year.

Valuation 52

Valuation Corporate Finance Finance Investments 52

Barry Ritholtz

MARCH 26, 2024

We’re not market timers, we’re not traders in my personal account. But at around the midpoint of last year, you not only had the magnificent seven accounting for more than all the performance, but you had a record low percentage of the index outperforming the index itself. And you know, same thing at my firm.

Investments 59

Investments Marketing Concentration Economics 59