CFO News Room

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Luckily, advisors have a large number of ways to add value to their clients’ lives (more than 101 in fact!),

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

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. Before any orders are rejected, they are reviewed by human analysts to enable the maximum number of legitimate orders. How sturdy will that tower be?

Benchmarking 49

Benchmarking Construction Communication Retail 49

PYMNTS

APRIL 12, 2016

Here’s how the numbers broke down: Expectations. 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. International Growth.

Benchmarking 41

Benchmarking Forecasting Construction Finance 41

Barry Ritholtz

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. They create the benchmark. RITHOLTZ: How’d you end up at Merrill Lynch in the 1990s?

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

OCTOBER 21, 2024

Their benchmarks were down. And so there was a number of less liquid markets that made for quite wide spreads. And so there was certainly a number of different movements, but there was certainly downside of these things. And you know, I think ultimately there was a number of opportunities that came out.

Investments 59

Investments Numbers Marketing Leverage 59

Barry Ritholtz

JULY 24, 2023

RITHOLTZ: You had 1987, you had 1997, you had 1998 there were a number of really substantial. Because obviously fundamental underpinning to the secular bull market, you know, number one is the fact that households are in better financial conditions than they have been since, you know, the GFC. RITHOLTZ: Right. Let me explain.

Marketing 52

Marketing Construction Valuation Investments 52

Barry Ritholtz

MARCH 7, 2023

How do you crunch the numbers on that, and where do you come out on small cap and value? The hedge fund industry, generally, is outperforming their benchmarks. And at the same time, we have also a number of short-term drivers to the markets that we need to take into account. Now, is that historically a very high number?

Investments 69

Investments Marketing Risk Management Economics 69

Barry Ritholtz

FEBRUARY 13, 2023

And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. And because remember, Lehman had the Lehman Agg and that was the benchmark. You said BlackRock absorbed R3.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Marketing Education 59

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. The problem is that model, the wisdom of crowds actually requires everybody to have what’s called equal endowment or the same number of votes.

Concentration 69

Concentration Valuation Marketing Investments 69

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. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers.

Investments 52

Investments Valuation Numbers Math 52

Barry Ritholtz

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. You know, pretending to be active but mimicking the benchmark because of how big, you know, the big six companies in the U.S. RITHOLTZ: — differences.

Investments 52

Investments Valuation Benchmarking Marketing 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

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

Not only has she been named to a number of hundred most influential women in finance, I don’t know many people who have seen as much of this industry on the front lines as she has for as long as she has, and is now in a position to very much drive change within the industry as CEO. Natalie Wolfson is CEO of Orion.

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

JANUARY 19, 2024

My end-of-week morning train WFH reads: • Americans are actually pretty happy with their finances : By the numbers: 63% of Americans rate their current financial situation as being “good,” including 19% of us who say it’s “very good.” Business Insider ) • How does the Fed control interest rates? .”

Benchmarking 52

Benchmarking Construction Startups Numbers 52

Barry Ritholtz

AUGUST 16, 2022

And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? How do you track performance?

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Investments 122

Barry Ritholtz

MARCH 14, 2023

So up 18 or 19 percent for the year, you see those spectacular numbers. And the methodology we use is very similar to what we originally constructed at Merrill. BERNSTEIN: So, Barry, I would argue that the number one factor that caused secular disinflation was globalization. RITHOLTZ: — heading into 2020? BERNSTEIN: Right.

Quantitative Analysis 64

Quantitative Analysis Investments Valuation Marketing 64

Barry Ritholtz

MARCH 26, 2024

A and, 00:12:27 [Speaker Changed] And my takeaway from that is market timing is one part science, where you’re crunching numbers and looking at history, but you can’t get away from one part art where after you’re watching the markets for decades like him, there’s a an intuitive feel where just something starts to smell wrong.

Investments 59

Investments Marketing Concentration Economics 59

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. The number of people not in the labor force dropped 158,000, to 96.1 CNBC reported that economists had only expected nonfarm payrolls to increase by 165,000. The unemployment rate is 3.7

Benchmarking 40

Benchmarking Construction Healthcare Transportation 40

Barry Ritholtz

NOVEMBER 15, 2022

You need to be more constructive because Dow 57% is a fantastic reset.” I have lots of different ways I can get that number to go up. It’s still a fairly small number. It seems like an easy one, but there’s a lot of missed benchmarking that goes on. We’re going to make a benchmark much easier.

Finance 111

Finance Investments Marketing Math 111

Barry Ritholtz

JANUARY 31, 2023

And in my career, I feel like the Canadian, they produce a large number of economists. I mean, when we had that first employment number that sort of knocked the lights on, everyone was kind of surprised because we were all keying off the initial claims data, right? It’s a giant number. DUTTA: — and he still is.

Economics 59

Economics Marketing Manufacturing Profit and Loss 59