CFO News Room

DECEMBER 7, 2022

For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). Executive Summary.

Advertising 130

Advertising Marketing Communication Compliance 130

Nerd's Eye View

FEBRUARY 17, 2025

In order to deliver the best service to their clients, financial advisors often take on responsibilities beyond giving financial advice, including compliance, marketing, team management, and other operational duties.

Prioritization 72

Prioritization Benchmarking Compliance Numbers 72

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

DECEMBER 4, 2024

This requires expertise beyond finance, including knowledge of the global economy, market trends, laws and regulations, business strategy, and emerging technologies.” Wong admits that he has always enjoyed pushing boundaries and setting new benchmarks for himself and his team. Adaptability and an openness to what’s next are key.

Finance 98

Finance Leadership Problem Solving Benchmarking 98

Barry Ritholtz

OCTOBER 14, 2023

 This week, we speak with Graeme Forster, a director at Orbis Investments Ltd., We discuss the firm’s unique fee arrangement: For institutional accounts of $100 million and up, they pay a base fee 33% of outperformance versus the benchmark (and no management fee). which has $34 billion in assets under management.

Investments 72

Investments Benchmarking Startups Finance 72

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.

Benchmarking 130

Benchmarking Treasury Securities Budgeting 130

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

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.

Benchmarking 130

Benchmarking Treasury Economics Banking 130

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

Budgeting 130

Budgeting Benchmarking Economics Finance 130

CFO Thought Leader

DECEMBER 9, 2024

Having proven her ability to guide companies to liquidity events and beyond, Cheng had established a new benchmark for any next move: she wanted to steer a firm toward an IPO while serving as its CFO. But then along came Jellyfish, a company whose big day in the public markets would likely be years away.

Leadership 52

Leadership CFO Benchmarking Finance 52

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

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.

Credit Risk 85

Credit Risk Benchmarking Risk Management Economics 85

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.

Investments 100

Investments Leadership Accounting Analyzing Data 100

CFO Talks

MARCH 28, 2025

Case in Point: A mid-sized logistics firm in Morocco used the BIPP to benchmark its financial resilience and non-financial reporting practices. Within one fiscal year, the company reduced its emissions by 11% and attracted green funding from a European impact investment fund. It enables companies to: Benchmark their practices.

Benchmarking 52

Benchmarking Leadership CFO Finance 52

Future CFO

OCTOBER 18, 2023

When CFOs tap into a broader spectrum of benchmarks, they can use that added visibility to unlock new opportunities for business growth and efficiency for the future. With these tech investments , it is vital for financial leaders to take a macro-level view of their decisions.

Investments 64

Investments Benchmarking Economics Compliance 64

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.

Benchmarking 130

Benchmarking Investments Marketing Sales 130

Musings on Markets

AUGUST 15, 2023

In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which you build, to get to expected returns on risky assets and investments. What is a risk free investment?

Investments 98

Investments Currencies Treasury Hurdle Rate 98

CFO Thought Leader

DECEMBER 9, 2024

Having proven her ability to guide companies to liquidity events and beyond, Cheng had established a new benchmark for any next move: she wanted to steer a firm toward an IPO while serving as its CFO. But then along came Jellyfish, a company whose big day in the public markets would likely be years away.

Leadership 52

Leadership CFO Benchmarking Finance 52

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

PYMNTS

OCTOBER 14, 2020

This is the beginning of the adoption phase,” Ehrlich said, “as regulation legitimizes crypto assets, and yields remain ahead of traditional investment products.”. With the treasury market for S&P 500 companies valued at $2.3 Ehrlich said stablecoins, including the U.S. dollar-backed USDC , currently offer APR rates as high as 8.5

Treasury 129

Treasury Currencies Cash Management Benchmarking 129

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

PYMNTS

APRIL 19, 2019

The big news in B2B FinTech investment this week came from Airbnb , which is bolstering its presence in the business travel market with new funding, while corporate card startup Brex also secured a prominent debt capital investment. The company said it plans to use the investment to further build out its lending operations.

B2B 69

B2B Investments Accounts Payable Benchmarking 69

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.

Benchmarking 113

Benchmarking Economics Investments Securities 113

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

Benchmarking 130

Benchmarking Education Economics Investments 130

CFA Institute

AUGUST 26, 2021

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

Marketing 73

Marketing Investments Performance Measuring Benchmarking 73

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 99

Banking Benchmarking Investments Securities 99

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 (..)

Benchmarking 96

Benchmarking Communication Investments Numbers 96

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

Benchmarking 40

Benchmarking Financial Data Economics Banking 40

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 64

Investments Benchmarking Valuation Math 64

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 98

Benchmarking Strategic Planning Planning Numbers 98

Barry Ritholtz

FEBRUARY 27, 2023

Recall last week , we were discussing thinking about the impact of retiring Baby Boomers on the equity markets and of rising rates on housing. Can this one-two punch explain why it is so easy to get so much wrong in the capital markets so often ? equity market since 1945 has shifted dramatically to different investment vehicles.

Benchmarking 130

Benchmarking Valuation Investments Marketing 130

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

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 98

Benchmarking Foreign Exchange Forecasting Economics 98

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 Numbers 130

CFA Institute

APRIL 21, 2021

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

Benchmarking 52

Benchmarking Marketing Performance Measuring Economics 52

CFO News

NOVEMBER 2, 2024

The duality in the behavior of FPIs is explained by Dr. V K Vijayakumar, Chief Investment Strategist at Geojit Financial Services, stating that the primary market issues are mostly at fair valuations whereas the benchmark indices are trading at elevated valuations.

Benchmarking 45

Benchmarking Valuation Marketing Investments 45