PYMNTS

MAY 24, 2016

Retail earnings may have long been looked upon as a benchmark for measuring the growth of the economy but not anymore. The shift in calibration comes as signs of weakening sales in the earnings reports of numerous major retailers were counteracted by the U.S economy — retail.

Retail 41

Retail Math Benchmarking eCommerce 41

Barry Ritholtz

MARCH 20, 2024

As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. For example, you can see what’s the biggest drawdown, how long did it last, how long and how often did a strategy beat its benchmark, and by what magnitude. Barry Ritholtz : So let’s compare evidence versus stories.

Investments 64

Investments Benchmarking Valuation Math 64

Barry Ritholtz

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Are, are the clients primarily retail?

Investments 59

Investments Math Risk Management Benchmarking 59

Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. a year, way over both. Morningstar five star gold rated.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature.

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

NOVEMBER 15, 2022

We’re in the business of sitting in between asset owners, financial advisors, institutions, retail and asset managers, right, the BlackRock, State Street, PIMCO’s of the world, and helping them understand each other. It seems like an easy one, but there’s a lot of missed benchmarking that goes on. RITHOLTZ: Okay.

Investments 111

Investments Finance Marketing Math 111

Barry Ritholtz

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. They create the benchmark. And 87% of our active fixed income funds have outperformed their benchmarks on a three year basis against their benchmarks.

Investments 52

Investments Benchmarking Valuation Construction 52