Planful

OCTOBER 25, 2016

For another, their biggest risk is ensuring safety on the job sites, but they also face fluctuating demand in the construction industry and the risk this puts on their P&L. One recommendation was to establish baselines for the business based on prior experience, or to use external benchmarking information to evaluate performance and risk.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

Barry Ritholtz

OCTOBER 21, 2024

Their benchmarks were down. How much credit goes to places like the FDIC or the SEC or is it just the full faith and credit of the US government standing on top of a very healthy macro economy 00:23:14 [Speaker Changed] In terms of the market construct comparing us versus the rest of the world? They were down 3.8%.

Investments 59

Investments Numbers Marketing Leverage 59

CFO News Room

NOVEMBER 14, 2022

Providing constructive feedback to newer associate advisors is also important. They also serve as a benchmark for whether team members are succeeding in their roles on an ongoing basis. Key Result 2 : The associate advisor stays present with clients by communicating with them on an ongoing basis (e.g.,

Practice Management 130

Practice Management Planning Leadership Communication 130

Barry Ritholtz

JULY 29, 2024

So 00:09:10 [Speaker Changed] I know Orion for many years because from the RIA perspective, from a registered investment advisor perspective, clients want to know how their portfolios are doing, what their performance is, both in absolute terms and relative to benchmarks. So tell us a little bit about that.

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

FEBRUARY 13, 2023

And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Marketing Education 59

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

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. It makes a massive difference over 50, 60, 70 years even just a percent.

Investments 52

Investments Valuation Numbers Math 52

Barry Ritholtz

MARCH 14, 2023

And the methodology we use is very similar to what we originally constructed at Merrill. You know, if you look at the data, they say, oh, we’re active managers, but maybe they changed duration from 92 percent of benchmark to 94 percent of benchmark duration. RITHOLTZ: — taken into as poorly as the benchmark.

Quantitative Analysis 64

Quantitative Analysis Investments Valuation Marketing 64