Benchmarking Math Securities 
CFO News Room
DECEMBER 15, 2022
accurately comparable) industry benchmarks to compare themselves with, so that the fees they charge for the services they provide are in alignment with what they are actually worth. Just the math of an advisory firm only goes so far at the end of the day.” I could do the rough math on his firm. just to make the math easy.
Barry Ritholtz
NOVEMBER 21, 2023
And I told my, you know, you know, very pregnant wife at the time, you know, we didn’t have a lot of money that I was gonna leave this secure job. You know, I think of like a Mike Spies or at Sutter Hill, you know, a Martine Cado and Andreessen, you know, Gurley when he was at Benchmark. So here’s the math, Barry.
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Barry Ritholtz
AUGUST 15, 2023
SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.
Barry Ritholtz
SEPTEMBER 3, 2024
And I’d say part of it is reinforced by the fact that we do have policies that prohibit our employees from investing in individual securities because we want their time to be devoted to making the right decisions for our clients and they can benefit from that as a client. So what do you use as a benchmark for the large cap fund?
Barry Ritholtz
FEBRUARY 17, 2025
But when you look at emerging markets and when you look at value, the opportunity for alpha is much, much greater than it is in traditional large cap growth stocks in the US And a lot of managers in that space actually beat their benchmark. And I did a lot of options math, which I thought was interesting.
CFO News Room
DECEMBER 17, 2022
Among respondents without an advisor, 27% said they would be interested in receiving help on retirement income planning (27%), Social Security and Medicare advice (22%), developing a financial plan (22%), and tax guidance (21%), though notably tax guidance was the top area cited among those with at least $500,000 in assets.
Barry Ritholtz
AUGUST 29, 2023
I did an internship in the summer at Citibank Securities in fixed income sales and trading. So you think back 30 years, there was so many people who were focused on individual security selection, picking individual stocks. They create the benchmark. RITHOLTZ: How’d you end up at Merrill Lynch in the 1990s? RITHOLTZ: Right.
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