PYMNTS

SEPTEMBER 25, 2019

An explosion of FinTechs looking to fill the gaps left across under-banked and under-financed populations, including, in many markets, small businesses, has watchdogs exploring how to promote financial inclusion and access to capital while maintaining borrower protection.

Compliance 47

Compliance Benchmarking Risk Management Finance 47

Future CFO

MARCH 8, 2021

As a result, banks will no longer need to feed daily numbers in to Libor’s calculation from Jan 2022. According to the FCA, banks will have time — until June 2023 — to extricate themselves from US$200 trillion of contracts tied to Libor. Hong Kong is also developing an alternative rate. As of Sep 2020, there were HK$4.8

Benchmarking 52

Benchmarking Currencies Risk Management Banking 52

Global Finance

MAY 8, 2024

In the Asia-Pacific (APAC) region last year—as in 2022—net interest margin (NIM) dynamics were optimal for banks in Southeast Asia, Australasia, Hong Kong and India. Lending rates followed central bank tightening moves, while deposit rates lagged; and across the region, there were some record profits.

Banking 52

Banking Profit and Loss Construction Retail 52

Future CFO

MAY 1, 2024

As the business's nerve centre, the controller connects with external stakeholders, including the parent company, banks, and government bodies, having exposure to operations, marketing, consumer insights, and supply chain.” “Balancing governance and growth is the challenge, requiring performance optimisation and innovation,” says Leonardo. “As

Leadership 98

Leadership IFRS Finance Communication 98

PYMNTS

MARCH 3, 2017

Citi released a new report this week warning corporate treasurers to improve their FX risk mitigation efforts. The bank said Thursday (Mar. The biggest question is, will more multinationals adapt their legacy FX risk management processes and practices to navigate the changing market environment?”.

Treasury 40

Treasury Risk Management Benchmarking Currencies 40

PWC UK

JANUARY 26, 2021

  Firstly in December 2020, ICE Benchmark Administration (IBA) LIBOR’s administrator, issued a consultation on its intention to cease the publication of GBP, EUR, JPY and CHF LIBOR, as well as one-week and two-month tenors of USD LIBOR after 31 December 2021. Especially as the banks increase their outreach efforts.

Treasury 52

Treasury Benchmarking Risk Management Currencies 52

PYMNTS

NOVEMBER 30, 2018

California-based Asana announced $50 million in Series E funding for its work and project management solution, a round that values the company at $1.5 Generation Investment Management led the investment, while existing backers 8VC, Benchmark and Founders Fund also participated. billion, according to a press release.

Startups 62

Startups B2B B2C Investments 62

Future CFO

AUGUST 14, 2023

“This reflects both the rapid growth of public awareness and usage of generative AI tools, as well as the breadth of potential use cases, and therefore potential risks, that these tools engender.”

Concentration 52

Concentration Benchmarking Auditing Economics 52

PYMNTS

FEBRUARY 28, 2020

Credit unions’ emphasis on member relationships is one of the main factors that distinguishes them from large banks and FinTechs. Larger banks and well-funded FinTechs can create dedicated security operation centers staffed by experts, but CUs often do not have the budgets to offer round-the-clock active protection.

Profit and Loss 52

Profit and Loss Securities Benchmarking Nonprofit 52

Adam Kae

JULY 17, 2023

It's important to have a specialized hire to help you go over industry benchmarks, historical data analysis, and forecasting techniques to enhance your decision-making process. We'll also cover cash flow forecasting techniques and risk management to minimize financial uncertainties.

CFO 52

CFO Marketing Cash Flow Forecasting Forecasting 52

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. We’ve got central banks all over the world starting to move.

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Investments 122

PYMNTS

MARCH 8, 2018

In the vast majority of cases, contractors don’t have the working capital in their bank account to pay all of their subcontractors out of pocket and wait to be reimbursed from the owner. “If we can expedite that flow of funds [to the borrower], it allows the flow to accelerate from the owner to the contractor.

Construction 40

Construction Benchmarking Technology B2B 40

Barry Ritholtz

SEPTEMBER 12, 2022

It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. It was at Bank One, at the time. RITHOLTZ: There’s always risk involved with counterparties …. BITTERLY MICHELL: Always risk. BITTERLY MICHELL: … risk management.

Investments 120

Investments Marketing Profit and Loss Banking 120

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

MARCH 7, 2023

Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. And at the SAC Capital, it was all about risk management. I’ve focused much more on risk management, downside risk hedging. The hedge fund industry, generally, is outperforming their benchmarks.

Investments 69

Investments Marketing Risk Management Economics 69

Barry Ritholtz

NOVEMBER 14, 2023

So it’s called the banking services group. It was back when banks couldn’t offer and distribute mutual funds. And I was walking on the street and I ran into somebody I had worked with at this banking services group of MFS, which had spun off and become Signature Financial Group. Have you thought about it?

Math 52

Math Investments Leadership Entertainment 52

Global Finance

DECEMBER 6, 2024

Private banks expand offerings to meet changing client demands. For 10 consecutive years, Global Finance has recognized the leaders and visionaries in the private banking industry through our Worlds Best Private Banks awards. Global Winners Best Private Bank In The World: J.P. trillion under supervision.

Banking 97

Banking Education Leadership Investments 97

Barry Ritholtz

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. I lined up a bunch of job interviews with a variety of banks. So I got to know banks a little bit. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998.

Investments 120

Investments Banking Advertising Numbers 120

PYMNTS

JULY 24, 2019

to prepare for Brexit by bolstering their cash flows, analyzing their current supply chains, and speaking with their banks about how to protect themselves post-EU exit, particularly amid growing concerns that U.K. banks will face a credit shortage following Brexit, leaving small businesses without access to capital.

Foreign Exchange 57

Foreign Exchange Currencies Treasury Benchmarking 57

Barry Ritholtz

AUGUST 29, 2023

They create the benchmark. DAVIS: A big part of it is really around when there’s more complicated corporate actions that are happening that entail a level of risk. So when there’s a major turnover like that that happens, you always have the option, “Hey, can you do it exactly on the time that it enters the benchmark?

Investments 52

Investments Benchmarking Valuation Construction 52

The Charity CFO

APRIL 27, 2022

It takes to run a business and get clients and keep them happy and make sure there’s money in the bank for payroll on Friday when you don’t have it on Monday and all those kind of things. I’ve found that if you create goals and benchmarks that you wanna hit, now, they might be wrong.

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

Barry Ritholtz

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. So, you know, our sister company in South Africa, Africa have done 8% above the benchmark. And the third, the one that nobody talks about is risk management.

Investments 52

Investments Valuation Numbers Math 52

Barry Ritholtz

JANUARY 14, 2025

So I I, I started off in that, but I mainly learned that I didn’t really wanna do investment banking because it didn’t hit on my core skillset, which was like engineering back down quantitative techniques and tools. It was accounting, investment banking and consulting. And that’s what I did. So I was his first hire.

Investments 59

Investments Finance Profit and Loss Numbers 59

PYMNTS

SEPTEMBER 13, 2018

The country’s central bank has raised its benchmark lending rate to 24 percent from 17.75 The rate hike led to gains for the lira and the local stock market, though some analysts said the bank needs to set its interest rate even higher in response to inflation. Risk Management. The general remedy?

Economics 46

Economics Risk Management Currencies Foreign Exchange 46

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time.

Marketing 112

Marketing Banking Treasury Profit and Loss 112