Barry Ritholtz

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. What Works on Wall Street was the first quantitative equity investing work, more or less for the layperson.

Investments 62

Investments Benchmarking Valuation Math 62

E78 Partners

APRIL 9, 2024

To preserve investment value and ensure the long-term success of private equity investments, it is essential for investors to recognize the importance of cybersecurity in safeguarding their valuable assets. Merely focusing on the financial aspects of an investment is no longer sufficient.

Investments 59

Investments Compliance Securities Benchmarking 59

CFO News Room

FEBRUARY 3, 2022

markets could recover after Thursday’s heavy losses. Facebook owner Meta Platforms lost a record $232 billion in market value Thursday after releasing a disappointing financial forecast, while shares of other companies including. Global markets have been volatile in recent weeks. In bond markets, the yield on the benchmark U.S.

Benchmarking 130

Benchmarking Treasury Forecasting Banking 130

Barry Ritholtz

APRIL 11, 2024

There were no disclosure rules, insider trading was rampant, and market manipulation the norm. Deregulating the brokerage industry, SEC allowed trading fees to be set by market competition for the first time in more than 180 years. Few noticed what was to become a revolution in investing. A new bull market broke out in 1982.

Benchmarking 140

Benchmarking Marketing Investments Securities 140

Future CFO

NOVEMBER 19, 2019

China lowered its new benchmark lending rate on Wednesday, in an attempt to give a boost to the slowing economy and reduce funding costs. This wasn’t the first time that the one-year LPR was lowered—it has been lowered thrice since it became the official lending benchmark in August. The PBOC injected a net 80 billion yuan ($25.68

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Benchmarking Financial Data Economics Banking 40

Global Finance

NOVEMBER 4, 2024

It’s the first such rating for the residential solar market. Unlike other solar providers who rely on third-party sales channels and external installers, Tesla markets, sells and installs its solar panels directly. Tesla’s sterling borrower pool also supports the top investment grade rating.

Finance 105

Finance Benchmarking Prioritization Sales 105

CFO News Room

NOVEMBER 4, 2022

They’ve identified three areas where organizations need to focus and invest to keep DEI momentum going: connecting a good strategy to the right accountability; collecting and analyzing the right data; and truly empowering DEI leaders. Empowering the DEI leader requires a real investment of time, money, and access.

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Investments Leadership Accounting Analyzing Data 100

Adam Kae

JULY 17, 2023

As a Chief Financial Officer (AKA ChiefFUNancial Officer) for digital marketing agencies, CFOAdam plays a vital role in ensuring the financial health and growth of your organization. Capital Investment and Financing Options Scaling a digital marketing agency sometimes requires capital investments.

CFO 52

CFO Marketing Cash Flow Forecasting Forecasting 52

CFO News Room

FEBRUARY 6, 2022

Foreign Portfolio Investors (FPIs) have invested in debt securities to the tune of $571.65 million in January due to rising yields in the Indian market. Currently, Brent crude oil was trading at $91 per barrel in the international market. By Manish M Suvarna. We have to see the larger picture here.

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CFO News Room

FEBRUARY 4, 2022

labor market boosted investors’ expectations that central banks will begin steadily raising interest rates to fight inflation. The benchmark 10-year U.S. All countries, even in Europe, are starting to accept that inflation is stickier,” said John Roe, head of multiasset funds at Legal & General Investment Management.

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Nerd's Eye View

AUGUST 30, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust (..)

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Benchmarking Communication Investments Numbers 66

CFO News Room

FEBRUARY 2, 2022

He sought to allay concerns over a potential spike in yield in the wake of a larger-than-expected market borrowing of Rs 14.95 Yield is a function of demand-supply fundamentals in the market and several factors, including global ones, feed into that. The Centre’s gross market borrowing is estimated at Rs 10.47

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Budgeting Benchmarking Economics Finance 130

Barry Ritholtz

NOVEMBER 25, 2023

He is the author of several books on investing confidence, most recently The Confidence Map: Charting a Path from Chaos to Clarity. Over his 32-year tenure, the fund has beaten 100% of peers, and outperformed the Russell 2000 benchmark by 3.49% annually, and has more than doubled the performance of the S&P 500.

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Benchmarking Economics Investments Securities 111

CFO News Room

FEBRUARY 6, 2022

China’s stock market rallied as it reopened after a weeklong break for Lunar New Year, while futures for major U.S. markets in Monday’s trading session. The prospect of tighter monetary policy has prompted investors to shift toward investments that are deemed safer. In the bond market, the benchmark 10-year U.S.

Benchmarking 130

Benchmarking Valuation Treasury Marketing 130

Barry Ritholtz

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

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Investments Valuation Numbers Math 52

PYMNTS

NOVEMBER 2, 2020

Bloomberg customers will now be able to use the news site's terminal to look at Credit Benchmark 's credit risk data, which comes from risk views of the world's largest financial institutions, according to a press release. The pandemic has created rifts of uncertainty in the markets. They can also assess ongoing credit quality.

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Credit Risk Benchmarking Risk Management Economics 85

CFO News Room

FEBRUARY 1, 2023

On Friday, we will see the first labor market data for 2023. Along with the latest on payroll employment, unemployment, and wage growth, we will also get the final benchmark revisions for the establishment survey (CES). Preliminary benchmark revisions suggest job growth will be even stronger over the last two years than the 11.2

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Benchmarking Education Economics Investments 130

CFA Institute

APRIL 21, 2021

There is no valid benchmark for the unlisted private equity sector. That needs to change.

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Benchmarking Marketing Performance Measuring Economics 52

Musings on Markets

OCTOBER 28, 2024

In keeping with my inability to stay focused, that then led me to also think about sovereign wealth funds, an increasingly powerful presence in both private and public equity markets, and then about green energy, a favored destination for impact investors over the last two decades.

Investments 66

Investments Profit and Loss Benchmarking Accounting 66

Creative CFP

AUGUST 11, 2020

Whether this investment comes in the form of equity or as a loan to be repaid, the investor will usually want to see specific information about your business. This is a combination of business and financial data about your company that helps the investor decide whether or not to invest.

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Investments Accounts Payable Benchmarking Cash Flow Forecasting 52

CFO News Room

FEBRUARY 3, 2022

Since then, Microsoft has grown into a consistently strong revenue performer and one of the largest companies in the world by market cap. Microsoft is a component in the big three benchmark indexes: Dow Jones Industrial Average (DJIA) , Standard and Poor’s 500 (S&P 500) , and the Nasdaq-100 index. billion as of Dec.

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Benchmarking Investments Marketing Sales 130

Fpanda Club

JULY 24, 2022

oracle Aesop formulated his investment insight "a bird in the hand is worth two in the bush" and since that time the model for calculating the value of an asset as the present value of the cash generated by this asset throughout its life has remained unchanged. In about 600 B.C.

Financial Planning and Analysis (FP&A) 130

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

VCFO

MAY 17, 2024

v360 is built on the operational experience that the vcfo finance, HR, and capital market executives have amassed in working with more than 5,000 companies over the last 28 years. Qualitative Factors Your company’s culture, leadership, and operational capability are pivotal in determining its market value.

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Benchmarking Leadership Strategic Planning Valuation 78

CFA Institute

AUGUST 26, 2021

Why does investing in the "average" private market fund seem to go so poorly?

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Marketing Investments Performance Measuring Benchmarking 73

Global Finance

OCTOBER 10, 2024

This equates to 98% of projected GDP and is well above the 55% recorded when the agency first rated Azerbaijan as investment grade in 2010. Mansur announced plans to hike the benchmark rate by 50 basis points to 9%, and stated that rates would hit 10% within the coming months. Mansur to be central bank governor.

Benchmarking 52

Benchmarking Foreign Exchange Forecasting Economics 52

Barry Ritholtz

AUGUST 12, 2023

His most recent book is “ Capital Allocators: How the world’s elite money managers lead and invest ;” he is also the host of the popular “ Capital Allocators” podcast , which reached 16 million downloads in June. before most market participants had considered those kinds of assets.

Benchmarking 98

Benchmarking Investments Economics Marketing 98

PYMNTS

JULY 16, 2018

Market watchers have sent out a warning that the U.S. According to Reuters , the rise of risk premiums on investment-grade corporate bonds over comparable Treasuries, which have been increasing since February, is one factor that has analysts worried. economy might be heading toward a recession. Other possible warning signs: U.S.

Marketing 46

Marketing Benchmarking Treasury Investments 46

Barry Ritholtz

OCTOBER 3, 2024

He also was one of the alums quoted by the New York Times in 2004 who was threatening to withhold future gifts if Harvard didn’t cut the compensation for money managers who at the time were delivering above-benchmark returns. Investment performance has never recovered. beating lower-paying arch-rival Yale’s 8.8%.

Benchmarking 67

Benchmarking Investments Marketing 67

PYMNTS

AUGUST 16, 2020

Morgan Chase and dropped an investment in Goldman Sachs. million share investment worth $563.6 In May, the banking industry was the runt of the litter of the stock market rally as interest rates sank and loans crumbled. Warren Buffett, the company’s chairman and CEO, has sold shares of Wells Fargo and J.P. Buffett bought a 20.9

Banking 128

Banking Benchmarking Investments Securities 128

Barry Ritholtz

MAY 8, 2024

If you want to own active funds, then make sure they differ its benchmarks and truly are active. Full transcript below. ~~~ About this week’s guest: Andrew Slimmon is Managing Director at Morgan Stanley Investment Management, and leads the Applied Equity Advisors team; he serves as Senior Portfolio Manager for all long equity strategies.

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Concentration Benchmarking Numbers Investments 57

Nerd's Eye View

SEPTEMBER 2, 2022

A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better. From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness.

Benchmarking 85

Benchmarking Strategic Planning Planning Investments 85

VCFO

JANUARY 20, 2023

Several related questions must be answered as well, including (but not limited to): What position does the business wish to occupy in the market? ( a low-cost option spanning a wide space, a premium-priced offering targeting a niche subset of the market, etc. What can we afford to pay given our financial objectives and commitments?

Benchmarking 74

Benchmarking Leadership Education Compliance 74

Future CFO

NOVEMBER 6, 2024

CFOs and the Finance team rode on the waves of these shifts in the market, putting talent management—re-skilling and up-skilling—on the priorities list to help finance professionals through transformation and change.

Finance 52

Finance Healthcare Benchmarking Forecasting 52

CFO News Room

JANUARY 9, 2023

But since 2020, there have been some wild fluctuations in the rental market. The vacation-home market also boomed, pushing rents up in smaller resort communities, like Cape Cod, Massachusetts , and towns near ski resorts in Western states. Rents increased too much for low-wage workers and seasonal workers in those areas to afford.

Benchmarking 130

Benchmarking Marketing Budgeting Investments 130

PYMNTS

JANUARY 29, 2019

Much of that spend (nearly one-third, by Gartner accounts), will go toward investment in consulting and implementation services as companies seek guidance for changing cybersecurity regulations like GDPR in Europe. Less than half of IT professionals in the U.S.

Investments 59

Investments Compliance Education Benchmarking 59

PYMNTS

MARCH 9, 2020

Cryptocurrency markets plummeted after oil prices crashed and the stock market spiraled into another sell-off frenzy, according to reports on Monday (March 10). . As the global oil benchmark plummeted to as low as $31.02 Brent crude futures, the international oil benchmark, is at its lowest level since Feb.

Benchmarking 69

Benchmarking Budgeting Economics Marketing 69

Barry Ritholtz

AUGUST 26, 2022

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. First Rule of Running Other Peoples’ Money?

Concentration 141

Concentration Benchmarking Investments Accounting 141