article thumbnail

On Investment Objectives and Risks, Clear Communication Is Key, Part 2

CFA Institute

Standard deviation fails to characterize risk in a way that matters to most investors.

article thumbnail

On Investment Objectives and Risks, Clear Communication Is Key, Part 3

CFA Institute

Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Fulfilling CFOs' future roles

Future CFO

This, according to Ho, can be any combination of investor relations, corporate communications, technology, procurement, legal and corporate service and, strategy and development. Often with responsibility for investor relations, Ho says CFOs can help communicate their business to outside stakeholders and build the company brand.

article thumbnail

Verizon To Purchase Prepaid Cellular Firm TracFone For $7B

PYMNTS

Verizon Communications Inc. If TracFone meets performance measures, it could get an additional $650 million in cash. has reached an agreement to buy TracFone , a wireless prepaid service provider, in a deal worth up to $7 billion in cash and stock, The Wall Street Journal reported. billion in Verizon shares and $3.1

article thumbnail

Performance Metrics

Beacon CFO Plus

The substantive issue behind this challenge is how to effectively measure performance in an environment that does not lend itself to hard and fast metrics. Communicating often. The fact is that no performance measurement will be perfect across every section of an organization. Norton and Robert S.

article thumbnail

Retailers Have A Need For Speed On Digital CX

PYMNTS

Customers want real relationships with people who value them, understand their goals and pain points, are responsive, and communicate quickly and clearly. This ensures the entire organization is consistently aligned to its core values and its culture is centered on the customer first.”.

Retail 57
article thumbnail

Modernising finance reporting in support of ESG

Future CFO

To thrive in this evolving regulatory landscape, CFOs must expand their function’s operating models beyond financial statements and construct a more holistic view of their organisation’s sources of value — one that measures and monetises financial and nonfinancial capital.

Finance 59