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 19, 2023

And you know, because they had leveraged in some cases bond portfolios when rates go up as you know, prices go down, they had margin calls ’cause they were trading on margin in a 00:41:52 [Speaker Changed] Lot of cases. So you may see portfolios change as a result of, of benchmarking. For various reasons. And I think Oh, really?

Investments 57

Investments Math Risk Management Benchmarking 57

Barry Ritholtz

OCTOBER 31, 2023

And now we have a number of different hedge funds, some we have in the macro, we have multi-Strat, we have point hedge funds with in technology in the healthcare field. 00:15:29 [Speaker Changed] That’s your benchmark, correct? We’re gonna use different metrics in healthcare versus tech versus consumer and FinTech.

Investments 62

Investments Marketing Numbers Valuation 62

Barry Ritholtz

FEBRUARY 21, 2023

A second guess would have been a healthcare company. And right now, you look back over 10 years, our active funds, 94 percent are outperforming their competitive group averages, 68 percent are outperforming their benchmarks. I mean, really, no one knows who Vanguard is. So my friends really thought Vanguard was an airline.

Leadership 109

Leadership Investments Profit and Loss Technology 109

Barry Ritholtz

MAY 9, 2023

But I would say generally, there’s less leverage in the system. SALISBURY: Well, so taking each of these, our growth equity fund really focuses on a couple of different segments, enterprise software, fintech, healthcare and consumer. There were some fairly aggressive kind of investment strategies being pursued.

Investments 117

Investments Banking Advertising Numbers 117

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. 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. Healthcare, education, not hugely cyclical, not interest rate sensitive.

Mergers and Acquisitions (M&A) 57

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

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. And we do a lot of research in this area, and we provide a lot of information both in terms of networking opportunities for family offices, as well as family offices recognizing kind of their own benchmarking, right? BITTERLY MICHELL: … risk management. RITHOLTZ: Right.

Investments 117

Investments Marketing Profit and Loss Banking 117

CFO News Room

FEBRUARY 2, 2022

But you’re seeing that in specialty industrial managers, health — healthcare managers. CONROD: I — I think the — in this low interest rate environment people are looking for yield and income, and how do they — they have a — they have a benchmark. RITHOLTZ: And there’s a lot of software involved in that. CONROD: Yeah, correct.

Investments 100

Investments Economics Numbers Marketing 100

Onplan

NOVEMBER 30, 2022

Our guide to the best FP&A tools compares each vendor based on five criteria: Adoption — How easy it is for users to adopt the technology and learn and leverage its full extent of features and capabilities. Benchmarking and KPI tracking across the organization to stay on course. Ad hoc reporting and visualization.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. We went out, we got Shahir hired, you know, but then you’ve gotta go out and hire people in the healthcare space.

Marketing 109

Marketing Banking Treasury Profit and Loss 109