CFO Talks

MARCH 14, 2024

Construct Reliable Control Systems: Ensuring the integrity of financial systems and controls is crucial. This could involve benchmarking against industry standards, conducting financial analyses, and implementing best practices.

CFO 40

CFO Performance Measuring Benchmarking Restructuring 40

Fpanda Club

JULY 24, 2022

Key metrics should then be benchmarked against the market and/or competitors to check whether they are realistic or not. Next step is the construction of detailed operational requirements (production, selling, distribution, etc.) which will be part of the allowable cost. If it’s not possible, the project should be killed.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

VCFO

MAY 30, 2024

Properly channeled, even anger and frustration can be constructive. For financial factors, this includes actions such as employing add-backs and adjustments to support accurate benchmarking, recognizing and reflecting one-time expenses, and ensuring accurate and properly prepared financial statements. The same is true for bias.

Strategic Planning 91

Strategic Planning Planning Benchmarking Leadership 91

PYMNTS

DECEMBER 30, 2019

Builder confidence levels are high, so we just need housing supply to match and more home construction to take place in the coming year.”. Mortgage rates have dropped dramatically, in step with the Federal Reserve’s drop in the benchmark short-term interest rate. .

Sales 54

Sales Marketing Benchmarking Construction 54

Global Finance

OCTOBER 31, 2024

Additionally, with low demand for credit by the country’s borrowers, authorities reduced the loan prime rate, the benchmark lending rate, including specific relief on mortgages. Another cut of 25-50 bps may occur before the end of the year in a move that will free up bank funds for loan expansion.

Banking 40

Banking Benchmarking Construction Finance 40

PYMNTS

FEBRUARY 1, 2019

The latest data also showed that services positions were up by 224,000, and that leisure and hospitality, as a vertical, saw positions grow by 74,000, with construction up by 52,000 positions. The Fed has left its benchmark rates unchanged thus far in 2019. The average wage reading still shows growth of more than 3.2

Numbers 49

Numbers Benchmarking Construction Economics 49

PYMNTS

FEBRUARY 1, 2019

The latest data also showed that services positions were up by 224,000, and that leisure and hospitality, as a vertical, saw positions grow by 74,000, with construction up by 52,000 positions. The Fed has left its benchmark rates unchanged thus far in 2019. The average wage reading still shows growth of more than 3.2

Numbers 40

Numbers Benchmarking Construction Economics 40

Jedox Finance

JUNE 5, 2023

Historically, Jedox model and report builders construct dashboards as a visual representation of data that helps business users track and monitor key performance indicators (KPIs). release just made the process of creating dashboards and generating insights remarkably simple.

CFO 52

CFO Benchmarking Forecasting Communication 52

PYMNTS

DECEMBER 14, 2020

But now, he said, the stage is being set for a reimagining of what home insurance can — and should — be, regardless of whether the demand is spurred by sales, refinancing, first-time homebuyers or new construction. Perhaps not surprisingly, Amazon is the benchmark here, not what State Farm might be doing. This Time Is Different.

Numbers 116

Numbers Benchmarking Construction Marketing 116

PYMNTS

DECEMBER 5, 2016

But residential real estate — which in turn boosts spending on big-ticket items such as appliances and furniture — is 22 percent below that pre-recession benchmark, as the Federal Reserve of St. Louis has noted.

Benchmarking 57

Benchmarking Construction Investments Economics 57

PYMNTS

JUNE 6, 2016

The NRF further notes that the government ought to find a new method by which to benchmark data security. Its preferred solution involves working with what it terms “legitimate U.S. standard setting bodies” like the American National Standards Institute. “We

Benchmarking 40

Benchmarking Construction Auditing Securities 40

PYMNTS

JANUARY 10, 2020

Several other SoftBank-backed startups, including the car leasing company Fair and construction group Katerra, announced layoffs affecting hundreds of employees late last year. SoftBank has roughly $1.5 Nothing to sneeze at, but in general, the rule of thumb is that VCs target returns of at least 20 percent a year.

Profit and Loss 52

Profit and Loss Construction Startups Investments 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

VCFO

MAY 26, 2022

Historically, examining compensation strategy and conducting compensation benchmarks has largely been an annual or, in some cases, even less frequent endeavor. These rewards can vary widely in type but, like goals, should generally be constructed and communicated in a SMART (specific, measurable, achievable, relevant, and time-bound) manner.

Communication 80

Communication Benchmarking Construction Leadership 80

Spreadym

JULY 14, 2023

Verify the calculations, cross-check the outputs against known benchmarks or industry standards, and conduct sensitivity analyses to test the model's responsiveness to changes in key assumptions. Test and validate the model: Thoroughly test your financial model to ensure its accuracy and functionality.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Valuation Budgeting 52

PYMNTS

JANUARY 25, 2018

Wooden blocks will slide off these smooth plastic construction materials — and besides, skinny little K’nex aren’t made to support the weight of solid blocks. If Amazon is the benchmark, that’s going to be a long tug of war. How sturdy will that tower be? Legos only fit into other Legos.

Benchmarking 49

Benchmarking Construction Communication Retail 49

PYMNTS

APRIL 12, 2018

Though construction is starting to meet demand, according to reports, it’s difficult to keep up the pace. According to the “2017 Digital Commerce Benchmark Survey,” conducted by Boston Retail Partners , some 65 percent of retailers will offer same-day delivery within the next two years. The Road Ahead.

eCommerce 42

eCommerce Benchmarking Construction Retail 42

CFO News Room

NOVEMBER 28, 2022

As while an advisor may be well-qualified to construct an appropriate asset allocation for a client, differentiating themselves from all other advisors (including relatively lower-cost robo-advisors) who use a lot of the same investment management strategies has become more difficult.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

AUGUST 29, 2023

So I was a mile deep on a subject matter of bond indexing, but now I had the opportunity to lead an equity indexing group, the entire fixed income team, our investment strategy team that does research for our clients around portfolio construction, those types of things. They create the benchmark. DAVIS: Yes, exactly.

Investments 52

Investments Benchmarking Valuation Construction 52

PYMNTS

APRIL 12, 2016

Limited supply of talent (40 percent), especially in the construction (63 percent) and services (50 percent) industries. From a benchmark of 100 in the first quarter of 2007, the SFBI has increased to 112.9 The retail industry was higher at 86 percent. Managing labor costs (40 percent) which is highest in the West (52 percent).

Benchmarking 41

Benchmarking Forecasting Construction Finance 41

PYMNTS

MAY 18, 2018

The new funding was led by Benchmark , with Benchmark’s Bill Gurley joining the company’s board of directors. construction firm shows a ripple effect: Government watchdogs were toothless, and as many as 75 percent of construction firms and subcontractors are in financial trouble, as surveyed by the Prompt Payment Directory.

Construction 40

Construction Benchmarking Retail Valuation 40

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

JULY 24, 2023

In 2015, Bill Gurley at Benchmark was saying Silicon Valley is in a bubble. You’ve seen job losses in goods producing sectors, manufacturing, auto, construction. Construction employment last year was a record. There’s still a shortage of construction workers. Netflix was the best performing stock last decade.

Marketing 52

Marketing Construction Valuation Investments 52

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 57

Investments Numbers Marketing Leverage 57

Global Finance

MAY 8, 2024

Against this inauspicious backdrop, China Construction Bank (CCB) impressed judges with an array of initiatives demonstrating innovative technological thinking and a keen eye on ESG alignment, regional development and inclusivity. The lending margin backdrop was turbocharged by rising central bank policy rates, surging 159 bps.

Banking 52

Banking Profit and Loss Construction Retail 52

Barry Ritholtz

OCTOBER 24, 2022

NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. And I think it’s still — it’s always I think going to be embedded in the community because when you’re wrong and you weren’t close to the benchmark, it’s incredibly costly.

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

JANUARY 19, 2024

Axios ) • Japan’s Market Roars Back to Life—With Old-Timers Leading the Way : After decades of setting its benchmark rate near zero, the BOJ is poised to tighten, spurring new opportunities for veteran traders. Businessweek ) • Gen Z vs. the Silver Tsunami : As baby boomers sell off their homes, Gen Zers are poised to ride the wave.

Benchmarking 52

Benchmarking Construction Startups Numbers 52

Barry Ritholtz

MARCH 7, 2023

The hedge fund industry, generally, is outperforming their benchmarks. So for someone like me, who started my career in academia and spent my research years thinking about portfolio construction, asset allocation, macro, asset pricing, and then I went into the hedge fund industry.

Investments 67

Investments Marketing Economics Risk Management 67

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.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

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. Last year, you said you’re starting to become more constructive on emerging markets and more balanced, obviously, on the U.S.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

AUGUST 20, 2024

And the advice that he gave to David Einhorn about it that helped lead Einhorn to start really kicking the benchmark’s butt again for the past couple of years. Why don’t we just have a conversation in the studio about his beef with passive, why he thinks it’s a structural threat to the market? That’s really bad.

Concentration 67

Concentration Valuation Marketing Investments 67

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. But it does relax tracking error.

Investments 57

Investments Communication Benchmarking Technology 57

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

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. This can be accomplished through various methods: shadowing, mentoring, having ‘battle buddies’ (i.e.,

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

JANUARY 25, 2023

Different companies have researched mucosal vaccines for COVID, but the data is small and fragmented, Beigel said, using different methods and benchmarks. This makes it difficult for scientists to compare early results from labs that have tried out new vaccines in animals. “It

Benchmarking 130

Benchmarking Construction Manufacturing Investments 130

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 62

Quantitative Analysis Investments Valuation Marketing 62

PYMNTS

JULY 5, 2019

The market is anticipating a cut in the benchmark interest rate later this month. Construction added 21,000 and manufacturing added 17,000. economy added 224,000 jobs in June, which is the best gain since the start of the year, and the unemployment rate is near a 50-year low. The unemployment rate is 3.7 Andrew Hunter, senior U.S.

Benchmarking 40

Benchmarking Construction Healthcare Transportation 40