CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors. Read more of Adam’s articles here.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

VCFO

MARCH 17, 2023

That’s because inventory is a key driver of several profit & loss (P&L) statement components, from revenue all the way down to net profit. A benchmark exercise can also provide insight here. The importance of effective inventory management in manufacturing is difficult to overstate.

Manufacturing 70

Manufacturing Forecasting Profit and Loss Benchmarking 70

Future CFO

DECEMBER 21, 2023

Declining profitability: For example, are your sales lower or your cost of goods sold higher? Poor interest coverage ratio: This shows operating profits may not be able to cover interest expenses. Review the credit terms you extend to customers and suppliers, and benchmark your trade terms against the rest of your industry.

Profit and Loss 52

Profit and Loss Concentration Benchmarking Invoicing 52

PYMNTS

JANUARY 10, 2020

As far as investments go, SoftBank’s Vision Fund’s recent bumps and bruises, and the state of many of its once high-flying holdings, bring to mind that scene in a long-ago Monty Python movie focused on the Holy Grail. In that film, the plague has struck, and the carts are in the streets collecting the bodies…. Bring out your dead.”.

Profit and Loss 52

Profit and Loss Construction Startups Investments 52

PYMNTS

NOVEMBER 6, 2019

Both were largely invested in by SoftBank, received early money from Benchmark Capital and both have operating losses of more than $1 billion a year. He said those pressures have forced the rideshare company to perform better, and that the company expects to see an EBITDA profit by the year 2021.

Profit and Loss 40

Profit and Loss Benchmarking Investments Marketing 40

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.

Investments 52

Investments Valuation Numbers Math 52

CFO News Room

DECEMBER 3, 2022

We also have a number of articles on investments: How launching an ETF can create efficiencies for advisors and their clients alike. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He can be reached at [email protected]. Read more of Adam’s articles here.

Communication 130

Communication Investments Planning Marketing 130

PYMNTS

FEBRUARY 28, 2020

The total financial damage from the leak is still being tallied, but the loss of trust experience by Desjardins’ members cannot be easily undone. The breach resulted in more than $5 million in losses, but the damage done to CU members’ trust was incalculable. Problems outside CUs’ control can affect members’ faith in their FIs, too.

Profit and Loss 52

Profit and Loss Securities Benchmarking Nonprofit 52

Barry Ritholtz

JUNE 7, 2023

Weinstein, Woodline Partners Co-Chief Investment Officer Mike Rockefeller, Fernbridge Capita Management Founder Brennan Diaz and Knighthead Capital Management Co-Founder Thomas Wagner. Taking a hedge fund approach to long-only investing. When you’re down 40 percent on average, it’s a huge loss to the industry.

Investments 110

Investments Concentration Profit and Loss Economics 110

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

FEBRUARY 21, 2023

We have lowered the cost of investing, and we have improved the quality of those funds. It forced us to make some tough choices in that time in some big investments, whether we were building out our advice capabilities and building virtual teams to do it, or you know, tough choices in our retirement business.

Leadership 111

Leadership Investments Profit and Loss Technology 111

PYMNTS

JUNE 1, 2017

We started Valen on … two key tenets: our products must provide demonstrable return on investment for our customers and shareholders and have a positive effect on the good of man. Imagine my surprise when the manager told me, “It’s not our problem, and I don’t want to fix this because it hurts my store’s profitability.”.

Profit and Loss 40

Profit and Loss Benchmarking Education Technology 40

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. Some of the things Mike said about investing, like what would you tell your friends and family to put your money into? You talk about passive investing, this and that.

Concentration 69

Concentration Valuation Marketing Investments 69

Barry Ritholtz

AUGUST 29, 2022

So, if you are remotely interested in passive investing, ETFs, indexing, or Vanguard and Jack Bogle, you will find this to be an absolutely fascinating conversation. How did the expertise in ETFs and passive investing come about? Hey, isn’t this wrong, or it just leads to all sorts of fun and interesting places. BALCHUNAS: Sure.

Profit and Loss 69

Profit and Loss Marketing Investments Benchmarking 69

Barry Ritholtz

OCTOBER 21, 2024

Their benchmarks were down. There are a few people who are more knowledgeable about fixed income credit real estate and distressed investing than, than Brian. What was investing always the career plan? You’d see things go from, say the investment grade market to the high yield market. They were down 3.8%.

Investments 59

Investments Numbers Marketing Leverage 59

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

Global Finance

MAY 8, 2024

Lending rates followed central bank tightening moves, while deposit rates lagged; and across the region, there were some record profits. In Japan, profits at the country’s five most prominent banking groups leapt 56% to a record ¥2 trillion (about $12.6 CCB invested 4.9 billion after-tax profit versus $8.3 billion; a 2.3%

Banking 52

Banking Profit and Loss Construction Retail 52

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. You fell in love with investing as an 8-year-old. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. a year since 1989.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

Global Finance

OCTOBER 10, 2024

While hydrocarbons still dominate the economy, the authorities and the BoA are focused on modernizing the banking system to boost private sector growth and investment. The CBB cut its one-week deposit rate to 5.75% in September after the Fed reduced its benchmark rate, and the overnight deposit rate to 5.5%. Inflation, which hit 9.3%

Benchmarking 75

Benchmarking Economics Currencies Banking 75

Barry Ritholtz

JULY 24, 2023

And so when I asked myself the question, am I qualified to provide investment advice? And so for the longest time, I actually thought that my unconventional background, I wasn’t an Ivy League student, I didn’t train at an investment bank, I wasn’t working for a hedge fund, I started my career as a bank teller.

Marketing 52

Marketing Construction Valuation Investments 52

PYMNTS

APRIL 18, 2018

PayNet’s data, which analyzed small business borrowing activity in February, found only a slight increase in SMB investment, but the seventh month in a row of loan origination decreases. Small businesses can benchmark and see how they stack up with competitors,” he said of SMBs’ use of the Index. “If

Marketing 40

Marketing Profit and Loss Benchmarking Currencies 40

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. John was one of our managers that we had, you know, our clients invest in.

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Investments 122

Barry Ritholtz

MARCH 21, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, this will be my shortest introduction ever, Clifford Asness and I just go over the entire universe of quant factor and value investing. And value and momentum do, whether it’s relative outperformance against a benchmark or absolute performance in a hedge fund.

Profit and Loss 69

Profit and Loss Valuation Forecasting Investments 69

Musings on Markets

OCTOBER 28, 2024

What do corporate venture capital (CVC), sovereign wealth funds (SWF) and green investing share in common? Corporate Venture Capital Corporate venture capital (CVC) refers to capital invested by established firms, into young companies and start-ups, sometimes in the same business and sometimes in others.

Investments 69

Investments Profit and Loss Benchmarking Accounting 69

Barry Ritholtz

JANUARY 14, 2025

And they kept me on throughout my senior year to finish up an interesting project, which is basically automating the job of the investment analyst, this, that, that we’re doing all the company work, getting all the, you know, 10 Ks, 10 Qs, all the information. It was accounting, investment banking and consulting.

Investments 59

Investments Finance Profit and Loss Numbers 59

Barry Ritholtz

NOVEMBER 25, 2024

I, if you are at all interested in concepts of things like portable alpha or return stacking, or just want to know how a quant looks at the world of investing and tries to decide where there are opportunities. Quantitative investing was, was that the plan from the beginning? Let’s talk a little bit about your background.

Leverage 59

Leverage Investments Marketing Math 59

Barry Ritholtz

OCTOBER 28, 2024

Tell us a little bit about what sort of investing you were doing in the late nineties. You invest in the Williams F1 team and eventually in 2012 you become their executive director. And so in these 10 years I kind of merged my passion for the sport with the investment world. I’m gonna go into finance.

Investments 59

Investments Profit and Loss Numbers Entertainment 59

Barry Ritholtz

FEBRUARY 20, 2024

And, and since then, you, you’ve gone on to do some work reforming L-I-B-O-R as the benchmark for rates. And so you had a situation where you could take big positions in the euro dollar market, affect the price and the cash market and actually make a profit. And I have to say, I was so naive about investing at that time.

Treasury 59

Treasury Marketing Banking Economics 59

Barry Ritholtz

OCTOBER 3, 2023

How fundamental was that to your learning about investing, trading risk management, starting with futures? So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. He knows how to manage risk, and he knows how to trade for a profit for a p and l. Or who has this profit?

Marketing 112

Marketing Banking Treasury Profit and Loss 112

Barry Ritholtz

JANUARY 31, 2023

So a lot of the investment banking analysts had already lined up their gig. So one of the things, I think, that Rosie did really well is just kind of take the economics calls and make them useful for an equity market investing. And I mean, you know, we had like five or six months of job losses, even as gas prices were going up.

Economics 59

Economics Marketing Manufacturing Profit and Loss 59