Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? So just practically speaking, there’s going to be less to do if you’re trading German interest rates, and the central banks not moving them for 10 years. We’ve got central banks all over the world starting to move.

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Investments 122

Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

MAY 8, 2024

APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? AndrewToday, we discuss the advantages of concentrated portfolios. AndrewToday, we discuss the advantages of concentrated portfolios. Let’s start with the basics.

Concentration 59

Concentration Benchmarking Numbers Investments 59

Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. My mental image was that he worked in the bank of, back of a bank approving mortgage applications. Whereas the ETF is designed to be a more straightforward s and p 500 US only equity strategy 00:29:26 [Speaker Changed] And it’s concentrated 35 large cap stocks. a year, way over both.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

MARCH 7, 2023

The hedge fund industry, generally, is outperforming their benchmarks. VASSALOU: Central banks. RITHOLTZ: I’m glad you brought that up because if you look at hedge fund performance before the financial crisis, there’s a lot of alpha generators. I mean, not just the top decile, as a group, they seem to have done very well.

Investments 69

Investments Marketing Risk Management Economics 69

CFO News Room

DECEMBER 26, 2022

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. The key point is that firm owners can use benchmarking data to better understand how they can improve their business. Team Kitces. Adam is an Associate Financial Planning Nerd at Kitces.com.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 28, 2022

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Another area where advisor expertise can add value for clients is in the decision-making process surrounding employee stock options or an otherwise concentrated stock position. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

JUNE 7, 2023

Not to be like the Grim Reaper, but the reality is, if you’re not a multi manager and you’re not aggressively managing market risk, then you fall into the category of a long, short single manager that probably takes concentrated, more concentrated directional risk. It doesn’t matter what your strategy is.

Investments 110

Investments Concentration Profit and Loss Economics 110

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. And Bank of America called me and said, would you like to be director of research and strategy? The s and p 500 has underperformed his fund by 3.7% a year since 1989. So I took that.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

Global Finance

DECEMBER 9, 2024

The surge in debt issuance has set new benchmarks, both for Qatari sovereign debt and offerings by companies based in the emirate. In the first half, Qatar National Bank Group, the regions largest bank, completed a Formosa bond issuance under its Euro Medium Term Note (EMTN) program and listed on the Taipei Stock Exchange.

Marketing 105

Marketing Treasury Finance Concentration 105

Barry Ritholtz

MARCH 26, 2024

00:18:13 [Speaker Changed] When markets are going up, the benchmark is either an index like the s and p 500 or you know, someone you know that’s making even more money than you are. But it’s amazing how quickly the benchmark turns into cash or a positive return when markets are going down. Not every day, not every week.

Investments 59

Investments Marketing Concentration Economics 59

Barry Ritholtz

JULY 15, 2024

So, so you, you start out credit analyst at Century back in Bank and Trust prior to getting an MBA, what was it like being a credit analyst in the 1980s? Yeah, I 00:03:36 [Speaker Changed] Gravitated to, I, I had envisioned myself as a commercial banker, you know, back when I graduated and I had done an internship at Bank of Boston.

Investments 59

Investments Marketing Banking Benchmarking 59

Barry Ritholtz

DECEMBER 26, 2023

Here’s how I would identify a core along you, you first and foremost, you identify what your benchmark is, how are you measuring your performance? And there, people were warning that that was about to happen in the spring when Silicon Valley Bank, right. And you take your absolute price. And First Republic blew up, this is it.

Marketing 64

Marketing Leadership Finance Investments 64

Barry Ritholtz

FEBRUARY 20, 2024

There are few people in the world who understand the interrelationships between central banks, the economy, and markets like Bill Dudley does this, this is just a master class in, in understanding all the factors that affect everything from the economy to inflation, to the labor market, the housing market, and of course, federal Reserve policy.

Treasury 59

Treasury Marketing Banking Economics 59