CFO News Room

FEBRUARY 6, 2022

The biggest job gains for January 2022 were concentrated in these industries: leisure and hospitality (+151,000 jobs), professional and business services (+86,000 jobs), retail trade (+61,000), transportation and warehousing (+54,000 jobs), local government education (+29,000), health care (+18,000), and wholesale trade (+16,000).

Benchmarking 130

Benchmarking Transportation Concentration Numbers 130

CFO News Room

NOVEMBER 28, 2022

Furthermore, many of these clients might be saving for children’s education (or still have student loans themselves!), 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.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

OCTOBER 24, 2022

But there’s so much importance in the purpose of education and telling people what to look at, because that’s what I’ve benefited from going to Morningstar. NORTON: Within Morningstar Investment Management, we are very much high conviction investors probably — RITHOLTZ: Meaning concentrated portfolio?

Investments 52

Investments Valuation Benchmarking Marketing 52

Future CFO

AUGUST 14, 2023

The advisory firm noted that it surveyed 249 senior enterprise risk executives in May 2023 to provide leaders with a benchmarked view of 20 emerging risks for enterprises. In addiiton, using outputs from these tools could well end up inadvertently infringing the intellectual property rights of others who have used it.

Concentration 52

Concentration Benchmarking Auditing Economics 52

Barry Ritholtz

SEPTEMBER 12, 2022

And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. And so, it’s a little bit of an educational process, but …. RITHOLTZ: Sure. RITHOLTZ: Right. RITHOLTZ: Right.

Investments 118

Investments Marketing Profit and Loss Banking 118

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

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. And something that Orion’s a big part of.

Investments 58

Investments Communication Benchmarking Technology 58