CFO News Room

FEBRUARY 2, 2022

What happens when wealth transfers, we transfer not just the assets, but we also transfer the communication practices. He realized, and the research showed, that 60% of the breakdown, so 60% of that 70%, was trust and communication. Again, as you frame the trust and communication dynamics, right? Author: Michael Kitces.

Communication 130

Communication Planning Education Numbers 130

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: And so, you start to learn things like, well, so how do you say call option, how do you say puts — so as I was like chatting with different people or communicating with different people on — on Bloomberg, let’s say, I would then, you know, put — what are they saying? How are they set-up?

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

SEPTEMBER 19, 2023

You’re in a really tricky position for funding new investments, for funding, you know, retirement benefits, healthcare benefits, the like. Interestingly enough, there’s only, you know, a handful of validators actually benchmark themselves to real returns. So you may see portfolios change as a result of, of benchmarking.

Investments 59

Investments Math Risk Management Benchmarking 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. Healthcare, education, not hugely cyclical, not interest rate sensitive. There is alpha. Can you manage that through downturns?

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

Onplan

NOVEMBER 30, 2022

Instead of reaching out to your marketing, sales, and other departments for data inputs, and spreading your communication across various channels and sources, you can reach instant and total alignment. Benchmarking and KPI tracking across the organization to stay on course. Ad hoc reporting and visualization. Final thoughts on OnPlan.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

Barry Ritholtz

OCTOBER 3, 2023

So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. We went out, we got Shahir hired, you know, but then you’ve gotta go out and hire people in the healthcare space. She left there, she became a crisis communications expert. 00:16:40 So there was a way to judge yourself.

Marketing 112

Marketing Banking Treasury Profit and Loss 112