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At The Money: Concentrated Portfolios

Barry Ritholtz

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.

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January Sees 467,000 New Jobs, Stable Unemployment Rate

CFO News Room

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).

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Tales from the Dark Side

Barry Ritholtz

What he saw stunned him: The previous broker outsourced much of his asset management to third-party managers; Digging into the specifics he was gobsmacked by the details: Sub-$1m accounts charged 1.25% for a high turnover, actively managed SMA which lagged its benchmark by a few 100 basis points.

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What is Long Range Planning and How Can it Help Your Growth?

The Finance Weekly

Long range planning extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future. Given the current volatility in markets and global economies, long-range planning can indeed seem daunting.

Planning 105
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2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

navigate a volatile market environment (in both stocks and bonds – oof!) 10 Key Performance Indicators For Financial Advisory Firms To Compare With Industry Benchmarking Studies – Industry benchmarking studies can be a valuable tool for advisory firm owners to make better business decisions.

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Building Blocks of Business Valuation

VCFO

A good place to start is benchmarking yourself against your competition. If that assessment of the customer portfolio shows that the base is too heavily weighted, one step would be to examine sales strategy and whether broadening the customer base across new markets or industries or via new offerings is a viable play.

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How to mitigate insolvency risk

Future CFO

Can you go to the capital markets or turn to your line of credit to raise money if need be? Shorten your supply chains and avoid concentration in one geographic region. Review the credit terms you extend to customers and suppliers, and benchmark your trade terms against the rest of your industry.