On Investment Objectives and Risks, Clear Communication Is Key, Part 2
CFA Institute
JANUARY 25, 2022
Standard deviation fails to characterize risk in a way that matters to most investors.
Communication Performance Measuring Risk Management 
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On Investment Objectives and Risks, Clear Communication Is Key, Part 3
CFA Institute
FEBRUARY 23, 2022
Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.
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Modernising finance reporting in support of ESG
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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.
Retirement Income: Six Strategies
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How can we mitigate sequence of returns risk (SoRR)?
Differences Between Budgeting and Forecasting in Business
Spreadym
SEPTEMBER 19, 2023
Performance Measurement Budget: Budgets are primarily used to measure actual performance against planned performance. Forecast: Forecasts are not used for performance measurement in the same way as budgets. This helps in risk management and allows for better decision-making in uncertain environments.
What is Financial Planning and Analysis (FP&A)?
Spreadym
JUNE 27, 2023
These models help assess the potential outcomes of various financial decisions and aid in strategic planning, risk analysis, and sensitivity analysis. Performance Measurement: FP&A establishes performance metrics and key performance indicators (KPIs) to measure and monitor the organization's financial performance.
From Controller to CFO: What Changes?
CFO Talks
MARCH 20, 2024
Communicate: Keep talking to your team, especially the Controller, to ensure you’re all aiming for the same goals. They work in tandem to develop and maintain performance measurements, with the Controller specifically tasked with reviewing control weaknesses. Leave the daily grind to the Controller and trust your team.
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