CFO Share

JANUARY 26, 2024

By selecting 5-8 KPIs, your force the business to concentrate activity around those key accomplishments. For example, an early-stage tech startup may emphasize User Growth Rate, whereas a growth-stage startup should prioritize Customer Lifetime Value (LTV.) Consider industry benchmarks or standards to ensure alignment.

Foreign Exchange 52

Foreign Exchange Concentration Benchmarking Prioritization 52

Spreadym

MAY 31, 2023

These goals provide a clear direction for the organization and serve as benchmarks for measuring progress. Operational planning , on the other hand, has a shorter time frame and concentrates on the immediate or near-term activities that need to be carried out to achieve the strategic objectives.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

CFO News Room

DECEMBER 26, 2022

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. The key point is that firm owners can use benchmarking data to better understand how they can improve their business.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

SEPTEMBER 3, 2024

I think actually if you go public, there tends to be a more of a concentration in owners holding founder 00:17:41 [Speaker Changed] Stock. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective. 00:23:48 [Speaker Changed] So, so when you say concentrated, how concentrated is concentrated?

Investments 57

Investments Valuation Concentration Marketing 57

Barry Ritholtz

OCTOBER 24, 2022

NORTON: Within Morningstar Investment Management, we are very much high conviction investors probably — RITHOLTZ: Meaning concentrated portfolio? NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. And we’ve learned some hard lessons that way.

Investments 52

Investments Valuation Benchmarking Marketing 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 57

Investments Communication Benchmarking Technology 57